Promoting a Contact to a Contact User

You can promote an existing contact to a contact user by assigning user credentials and a responsibility to a Person record (a contact), as described in the following procedure.

To promote an existing contact to a contact user

  1. Log in as an administrator to a Siebel employee application.

  2. Navigate to the Administration - User screen, then the Persons view.

    The Persons list appears.

  3. Select the record of the contact to promote.

  4. Enter values for the User ID, Password, Responsibility, and New Responsibility fields.

Related Topics

About Adding a User to the Siebel Database

Adding a New Contact User

Modifying the New Responsibility for a User Record