Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Updating Your Personal Details

You can update your personal details, such as your address and phone number. Your company administrator controls the layout and information that you see on your Personal Detail page, consequently there might be differences between the following descriptions and what you see.

NOTE: Changes made to your Default Language, Currency, Time Zone, and Country on the Personal Profile pages are not reflected in all reports and analyses until you sign out and sign in again.

To update your personal details

  1. In the upper right corner of any page, click the My Setup global link.
  2. In the Personal Profile section, click the Personal Profile link.
  3. In the Personal Information section, click the My Profile link.
  4. In the Personal Detail section, click Edit.
  5. In the Personal Edit form, update the information.

    The following table describes some fields you can review or update:

    Field

    Description

    Key User Information

    First Name

    The first name of the user. Limit of 50 characters. This is a required field.

    Last Name

    The last name of the user. Limit of 50 characters. This is a required field.

    Middle Name

    The middle name of the user. Limit of 50 characters.

    Mr./Mrs.

    The salutation of the user.

    Reports To

    This read-only field indicates the manager of the user.

    Status

    This read-only field indicates the status of the user. Only active users can access Siebel CRM On Demand.

    Job Title

    The job title of the user. The information in this field is inherited when added by an administrator.

    Region

    The region or area where the user is located. Limit of 40 characters.

    Subregion

    A further refinement of the region or area where the user is located. Limit of 40 characters.

    Role

    This read-only field indicates the role assigned to the user. A role provides the data access rules and tab layout for the user.

    Primary Group

    The group to which this user has been added. Read-only.

    User Detail Information

    Alias

    A short identifier for the user that is used to assign or show ownership on specific record types. For example, enter the user's preferred name or nickname. This is a required field and is set up by the administrator.

    User ID

    A unique system identifier for a user used in conjunction with Company Sign In ID to sign in to the application. This is a required field, which the administrator sets up.

    Email

    The complete email address for a user, such as isample@rightequip.com. The email address is used for system notifications such as a reset password notification. This is a required field, which the administrator sets up.

    Secondary Email

    The secondary email address for the user.

    Work Phone #

    The user's work telephone number. This is a required field.

    Cellular Phone #

    The user's cellular phone number.

    Company Sign In ID

    The company to which the user belongs. This is a default field and is set up at the time the company is created.

    User Sign In ID

    The ID with which the user signs in to the application. This is a required field and is set up by the administrator.

    Contact Preferences

    Never Call

    Select this check box if you do not want to receive calls from CRM On Demand Marketing.

    Never Mail

    Select this check box if you do not want to receive mails from CRM On Demand Marketing.

    Never Email

    Select this check box if you do not want to receive emails from CRM On Demand Marketing.

    User Geographic Information

    Language, Locale, Currency, Time Zone

    Your administrator sets up the default settings for these items. You can override the defaults by clicking the picklist for each item, and selecting the value that you want.

    User Security Information

    Reporting Subject Areas

    Use this picklist to set your visibility to real-time report records in Siebel CRM On Demand Answers. These reports provide real-time analyses of data. You can select one of the following values:

    Manager Visibility - Allows you to see your own data, plus data directly owned by your subordinates. (This is the default setting.)

    Team Visibility - Allows you to see your own data, plus data shared with you by the Account and Opportunity Team.

    If you do not define the Reporting Subject Areas setting, the company-wide setting that is set up by your company administrator applies. For more information on reports, see About Reports and Dashboard, particularly the About Visibility to Records topic.

    Historical Subject Areas

    Use this picklist to set your visibility to analyses report records in Siebel CRM On Demand Answers. These reports have to do with historical or trend analyses, or contain more complex calculations than those found in real-time reports. You can select one of the following values:

    Manager Visibility - Allows you to see your own data, plus data directly owned by your subordinates. (This is the default setting.)

    Team Visibility - Allows you to see your own data, plus data shared with you by the Account and Opportunity Team.

    Full Visibility - This setting combines Manager and Team Visibility.

    If you do not define the Historical Subject Areas setting, the company-wide setting that is set up by your company administrator applies. For more information on reports, see About Reports and Dashboard, particularly the About Visibility to Records topic.

    External Identifier for Single Sign On

    Read-only. For more information, see Setting Up Your Company Profile and Global Defaults.

    Last Sign In

    A system-generated field. For information on reviewing all your sign-in attempts, see Reviewing Your Sign In Activity.

    Additional Information

    Default Search Record Type

    This picklist allows you to change the default search record type to display in the Action bar search. (For example, change Contact to Account or another record type that you can access.) The action bar search box defaults to this record type every time you sign in to the application regardless of where you left it the last time you were signed into the application.

    Enable Sync of Team Contacts

    Determines if you want the PIM Sync application to include the synchronizing of contacts that the user owns, as well as all the contacts that the user has access to using Contact Teams. Selecting this option prevents duplicate records from being created, because each team member is synchronizing with the same contact record in Siebel CRM On Demand. For more information, see Sharing Records (Teams).

    Display Click-to-Dial Popup

    This check box is for users that are set up with the Call Center On Demand (CCOD) application. CCOD renders phone numbers as links that you can click on the List and Detail pages. If you select the Display Click-to-Dial Popup check box, and then click a phone number link, you are prompted with a Click-To-Dial window before the CCOD telephony system places the call. For more details on placing internal or external calls, see Placing Calls.

    Theme Name

    This picklist allows you to select the available application-wide themes for your application. A theme changes the look and feel of the application, including its background color, hyperlinks, and icons. A blank value means that you have to use the theme that your company administrator has set in the company profile. The available themes are: Classic, Contemporary, or Oracle.

    Show Welcome Page on Sign In

    This check box allows you to specify whether the Siebel CRM On Demand Welcome Page is displayed when you sign in to the application.

  6. Save the record.

Note: You must sign out and in again to activate some of the changes (Language, Locale, Time Zone, and Currency).

For information on other fields, see User Fields.


Published 05/11/2007