Registering Customers

Customer service representatives can register customers in the Web Access form. For more information about customer administration, see Siebel eSales Administration Guide.

When customers perform self registration, they can select a user name, a password, and a challenge question. The challenge question confirms the customer’s identity when the customer forgets a password.

This task is a step in Process of Administering Web Access.

To register a customer

1. In the Side Menu, click Contacts.

2. In the Contacts Home menu, click Contacts List.

3. In the Contacts List view, click the plus icon (+) to add a new contact record, and complete the necessary fields.

4. Drill down on the Last Name field for the customer record.

5. Navigate to the Web Access view.

6. In the Web Access form, complete the fields described in the following table.

   Field	Comments
   User ID	Type the ID for the customer.
   Responsibility	Select a value of Web Registered User. Responsibilities determine the views that a customer is allowed to access. Application administrators determine the available values in this field. For these values, the Web Access field is selected in the Responsibilities view of the Administration - Application screen. For more information, see Siebel Security Guide.
   User Type	Select a value of Web Registered User.
   Challenge Question	Type a question for which only the customer knows the answer.
   Answer to Challenge Question	Type the answer to the challenge question.

7. To automatically generate a random password and send an email containing that password to the customer, click Email Password.

   You do not see random passwords that are automatically generated. For more information, see Activating the Workflow for Email Password Button.