About Marketing Responsibilities

Siebel CRM provides a set of Marketing responsibilities that contain the full set of active views. These responsibilities are divided into core responsibilities and add-on responsibilities.

  • Core responsibilities. Base user responsibilities that serve as a starting point for any Marketing user. Typically, a user has only one core Marketing responsibility from this list. The following is a list of core responsibilities:

    • Campaign Administrator

    • Campaign Agent

    • Events Manager

    • Marketing Executive

    • Marketing Planning Manager

  • Add-on responsibilities. Support additional modules that certain users might need depending on their job description. These responsibilities are intended to be added to a core responsibility. They do not include common screens such as Accounts and Contacts because a core responsibility provides these screens. Because these are added to core responsibilities, you can assign a user multiple add-on responsibilities.

    The following is a list of add-on responsibilities:

    • Marketing Admin

    • Marketing Business Intelligence User

    • Marketing Program Manager

    • Segmentation User

    • Web Marketing User

The Segmentation User responsibility is used for Business Intelligence integration. Any user who needs to access the Segment Designer or List Format designer must have this responsibility. Also, make sure that the same responsibility is associated to the segmentation catalog and other marketing server metadata in the Business Intelligence repository.

Tip: If you create custom views, you can choose to create new add-on responsibilities for these views, instead of adding these views to the standard responsibilities. During future upgrades, this helps you identify custom views that you created.