Assigning Responsibilities to Siebel Mobile Users
This task is a step in Process of Configuring Siebel Server for Siebel Mobile.
A responsibility corresponds to a set of views. Responsibilities control the views to which users have access. The following procedure shows you how to assign views to a responsibility and then users to that responsibility. For more information about setting up view access and users for Siebel Mobile disconnected, see Setting Up Selective Retrieval for Siebel Mobile Application Views and Setting Up Users for Siebel Mobile.
To assign responsibilities to Siebel Mobile application users
Log in to the Siebel application as a user with administrator privileges.
Navigate to the Administration - Application screen, then the Responsibilities view.
Query for and select the appropriate responsibility or user role.
For example, query for the following: PH Pharma Sales Rep - US Sales.
Select the Responsibilities tab, and then do the following:
In the Users applet, add users to the responsibility as required.
In the Views applet, add the appropriate views to the responsibility as required.
The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Pharma, so it is not necessary to manually add the views again.
Application |
Default Views |
---|---|
Siebel Mobile application for Siebel Pharma |
LS Home Page Call View - Mobile LS Pharma Call Validation Results View - Mobile LS Pharma Call Signature Capture View - Mobile LS Pharma Signature Audit Administration View_PUI SIS HH Pharma Account Call Attendee View - Mobile SIS HH Pharma Professional Promotional Items View - Mobile SIS HH Pharma Professional Samples Dropped View - Mobile SIS HH Pharma Professional Call Products Detailed View - Mobile eDetailer Message Plan Preview View - Mobile eDetailer Presentation View - Mobile Pharma Call Literature View - Mobile Pharma Account List View - Mobile Pharma Account Contact View - Mobile Pharma Account Calls View - Mobile Pharma Account Addresses View - Mobile Pharma Account Affiliations View - Mobile Pharma Account Relationships View - Mobile Pharma Account Attachments View - Mobile Pharma Contact List View - Mobile Pharma Contact Call View - Mobile Pharma Contact Address View - Mobile Pharma Contact Best Contact Times View - Mobile Pharma Contact State Licenses View - Mobile Pharma Contact Affiliations View - Mobile Pharma Contact Relationships View - Mobile Pharma Contact Attachments View - Mobile |
The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Sales, so it is not necessary to manually add the views again.
Application |
Default Views |
---|---|
Siebel Mobile application for Siebel Sales |
SHCE Account List View - Mobile SHCE Account Contacts View - Mobile SHCE Account Opportunity View - Mobile SHCE Account Address View - Mobile SHCE Account Activities View - Mobile SHCE Account Team View - Mobile SHCE Sales Contact List View - Mobile SHCE Sales Contact Opportunities View - Mobile SHCE Contact Team View - Mobile SHCE Contact Address View - Mobile SHCE Sales Lead List View - Mobile SHCE Sales Lead Opportunities View - Mobile SHCE Opportunities List View - Mobile SHCE Sales Opportunities Contacts View - Mobile SHCE Sales Opportunities Products View - Mobile SHCE Sales Opportunities Quotes View - Mobile SHCE Sales Opportunities Activities View - Mobile SHCE Sales Opportunities Opportunity Team View - Mobile SHCE Quote List View - Mobile SHCE Quote QuoteItem View - Mobile SHCE Quote Order View - Mobile SHCE Quote Team View - Mobile SHCE Sales Orders List View - Mobile SHCE Sales Order line Item View - Mobile SHCE Activity List View - Mobile SHCE Sales Activity Contact Form View - Mobile SHCE Sales Activity Employee Form View - Mobile |
The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Field Service, so it is not necessary to manually add the views again.
Application |
Default Views |
---|---|
Siebel Mobile application for Siebel Field Service |
SHCE Service Account Assets View - Mobile SHCE Service Account Contacts View - Mobile SHCE Service Account Entitlements View - Mobile SHCE Service Account SRs View - Mobile SHCE Service Accounts View - Mobile SHCE Service Activity Assets List View - Mobile SHCE Service Activity Attachment View - Mobile SHCE Service Activity Contact Form View - Mobile SHCE Service Activity FS Expense View - Mobile SHCE Service Activity FS Instructions List view - Mobile SHCE Service Activity FS Steps View - Mobile SHCE Service Activity Home Page View - Mobile SHCE Service Activity Invoice Signature View - Mobile SHCE Service Activity SR List View - Mobile SHCE Service Activity Time View - Mobile SHCE Service Asset Entitlements View - Mobile SHCE Service Asset List View - Mobile SHCE Service Asset Measurement View - Mobile SHCE Service Asset Reading View - Mobile SHCE Service Asset Warranty View - Mobile SHCE Service FS Activity Part Movements View - Mobile SHCE Service FS Activity Recommended Parts Tools - Mobile SHCE Service FS Invoice - Auto Invoice View - Mobile SHCE Service Invoice Line Item Details View - Mobile SHCE Service Invoice List View - Mobile SHCE Service Invoice line Item View - Mobile SHCE Service My Part Browser View - Mobile SHCE Service Order line Item View - Mobile SHCE Service Orders List View - Mobile SHCE Service Part Browser Availability View - Mobile SHCE Service Part Browser Substitute View - Mobile SHCE Service SR Activity View - Mobile SHCE Service SR Invoices View - Mobile SHCE Service SR Orders View - Mobile SHCE Service Service Request Invoice Signature View - Mobile SHCE Service Service Request View - Mobile SHCE Technician Breaks View - Mobile SHCE Technician POU View - Mobile SHCE Technician Shifts View - Mobile |
The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Clinical, so it is not necessary to manually add the views again.
Application |
Default Views |
---|---|
Siebel Mobile application for Siebel Clinical |
LS Clinical My Site Visits View - Mobile LS Clinical Protocol Site List View - Mobile |