As discussed above, each person who wants to use a Siebel CRM application must be registered as either a user or employee. The difference between user and employee is that employees are associated with at least one position.
User records are typically created for customers who register themselves in customer facing web applications such as Siebel eService or Siebel eSales. The workflows invoked during the user registration process ensure that user records are created and associated with the necessary responsibilities automatically.
In the following, we focus on managing employee accounts. The following task list guides an administrator through the procedure of setting up a new employee manually:
Log in to the Siebel application using an administrative user account.
Navigate to the Administration - User screen, Employees view.
Create a new record and fill in the following fields (at least):
First Name
Last Name
User ID (a unique user identifier for the employee...