Customer Order Management: Quote to Order Administration (Siebel 7.

8)

Module 2: Administering eSales Users

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 and types

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 assigned responsibilities
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 Anonymous User

B2C
Web Registered User Web Corporate User Web Purchasing Manager Web Delegated Customer Administrator

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 Purchasing Manager Web Delegated Customer Administrator

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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
Assigned Responsibility Web Anonymous User Web Registered User Web Corporate User Web Corporate User Web Purchasing Manager Assigned User Type None Web Registered User Web Corporate User Web Purchasing Manager

Role Anonymous User Registered User Corporate User Purchasing Manager

Customer Administrator

Web Corporate User Web Delegated Customer Administrator

Web Delegated Customer Administrator

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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-tobusiness (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 2. Assign Responsibilities 3. Set the User Type 4. Set Purchase Order Capability (B2B) 5. Associate the User to an Account (B2B) 6. Assign User to Access Groups

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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

Select button

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3. Set the User Type

Select predefined user type from the drop-down list

Predefined user 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
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 List

Access Group

Catalog

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 and types

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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

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