siebel (d44628gc10): administering users

7/29/2019 Siebel (D44628GC10): Administering Users

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Module 2: AdministeringeSales Users

Customer Order Management: Quote

to Order Administration (Siebel 7.8)


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Module 2: Administering eSales Users 2 of 24

Module Objectives

After completing this module you will be able to:

Identify the different user responsibilities and types and

understand their roles in the eSales purchasing process

Understand delegated administration in an eSales B2B

context

Create users and assign appropriate responsibilities andtypes

Why you need to know:

Administrators need to know how to manage eSales user

accounts and assign responsibilities and types properly


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eSales Users

Log in to the eSales application, using assigned credentials

Perform different tasks, depending on their assignedresponsibilities

Make purchases

Approve purchase orders (B2B)

Create additional users (B2B)


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Users and Responsibilities

Users require access to different views based on their job

function or role Web shopper

Purchase manager

Delegated administrator

Responsibilities determine the set of views to which a user has

access

Responsibility

User Views


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Predefined C/OM Responsibilities

Web Registered User

Web Corporate User

Web Purchasing Manager

Web Anonymous User

Web Delegated Customer Administrator

B2C

B2B

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Web Anonymous User (B2C)

The default responsibility associated with a user who is

browsing anonymously

Allows user to browse public catalogs and add products to

shopping cart

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Web Registered User (B2C)

Logged in user is able to save cart, create templates, and check

out

Enables the My Account link

Maintain address book and view order history

Require registration

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Web Corporate User (B2B)

Has access to saved quotes and orders

May select from the corporate address book during checkout All B2B users must have the Web Corporate User (or higher)

responsibility to access Siebel eSales

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Web Purchasing Manager (B2B)

Allows users to approve or decline orders for their companies

that use purchase orders (POs) as the payment method

Has access to company address information

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Web Delegated Customer Administrator (B2B)

Creates and administers users within their company

Must understand how to set Responsibility and User Type

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User Types

Used by application logic for decision-making in place of a

responsibility

Predefined user types:

Web Registered User

Web Corporate User


Web Delegated Customer Administrator



User Types and Responsibilities

Where a user has more than one responsibility, user type

should be set for the highest level of view access needed

Role Assigned Responsibility Assigned User Type

Anonymous User Web Anonymous User None

Registered User Web Registered User Web Registered User

Corporate User Web Corporate User Web Corporate User

Purchasing Manager Web Corporate User


Web Purchasing

Manager

CustomerAdministrator

Web Corporate UserWeb Delegated Customer

Administrator

Web DelegatedCustomer Administrator



Creating eSales Users

New users can be added to the system in several ways

Call Center administrators can create new users

Call Center administrators can create delegated administrators,

who can then create corporate users in eSales in a business-to-

business (B2B) model

Individuals can self-register in a business-to-consumer (B2C)

model

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Create an eSales User in Call Center

1. Create a User

5. Associate the User to an Account (B2B)

2. Assign Responsibilities

3. Set the User Type

6. Assign User to Access Groups

4. Set Purchase Order Capability (B2B)

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1. Create a User

Navigate to Administration User > Users and create a new

record

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2. Assign Responsibilities

To set responsibilities:

In the user record, click the Select button

Select one or more responsibilities

One responsibility is designated as primary

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Select button

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3. Set the User Type

Select predefined user type from the drop-down list

Predefineduser types

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4. Set Purchase Order Capability (B2B)

To enable the user to make purchases using a purchase order,

set the PO Approved flag

The account must also be enabled for purchase orders

This user can make

PO purchases

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5. Associate the User to an Account (B2B)

Two options for linking the user to an account:

Set account property in user record Add user in the accounts Contacts tab

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Set account and

user appears in

accounts Contacts

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6. Assign User to Access Groups

Assign a user to access groups to give him or her access to

private catalogs and categories

Users cannot be assigned to access groups directly

Assign a user to a user list

Assign a user list to an access group

User User ListAccess

GroupCatalog

Category

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Assign Users to a User List

Navigate to Administration Group > User Lists

Create a new user list or select an existing one Add users in the child list applet

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Assign User List to Access Group

Navigate to Administration - Group > Access Groups

Select the access group to be modified In the child list applet, add your user list

Select to access

Add Members picker

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Summary

This module showed you how to:

Identify the different user responsibilities and types and

understand their roles in the eSales purchasing process

Understand delegated administration in an eSales B2B

context

Create users and assign appropriate responsibilities andtypes


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M d l 2 Ad i i t i S l U

Lab

In the lab you will:

Create a user with the Web Delegated Customer Administrator

capability

As the Web Delegated Customer Administrator, use the eSales

application to create additional users

siebel (d44628gc10): administering users

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