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Setting Up Your Company Profile and Global Defaults

Both company information and global defaults are set through the Company Profile page.

Company Information. You can enter or edit your company name, addresses for shipping and billing, phone number, and primary contact. If you signed up for a trial period, some information about your company is carried over from your sign-up data.

Global Defaults. You can define your company-wide defaults, which users can override.

CAUTION: The company administrator can change the Country setting. If you change the Country setting, notify Customer Care so that it can take the necessary steps to update your Time Zone setting, as well as your reports and dashboards. Language, Currency, and Time Zone can only be changed by contacting Customer Care.

Before you begin. To understand the effect of these settings, read About Profile Settings for Users. To perform this procedure, your role must include the Administer Company Profile privilege.

To edit your company profile

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Company Administration section, click the Company Administration link.
  3. In the Company Profile section, click the Company Profile link.
  4. On the Company Profile page, click the Edit button and make changes.
  5. Save the record.

    This table describes some of the fields that appear.

    Field

    Description

    Company Key Information

    Company Sign-in ID

    A unique identifier for your company. When creating new users this is the first portion of the User Sign In Id (Company Sign In ID/User ID) for the user.

    Primary Contact

    Defaults to ADMIN or the alias of the first user from your company who signs in, but can be changed to any user. Product update and other important information is sent to the primary contact.

    Company Settings

    Default Language

    The language used as the default for your users. You can activate additional languages so that users can change the setting for their own use. For information on how to add languages, see Activating Languages.

    To update this field, contact Customer Care.

    Default Locale

    The regional settings used as a default for your users. Users can change the setting for their own use at any time from the User Profile page. These settings determine the formatting for dates, time, currency, numbers, and phone numbers.

    Default Currency

    The currency used as a default for your users. You can activate additional currencies so that users can change the setting for their own use (see Managing Currencies). However, the currency set here determines the default currency used for forecasts, which are company-wide.

    To update this field, contact Customer Care.

    Default Time Zone

    Default time zone for your company.

    Some functions, such as forecast generation, use the time zone of the hosting facility instead of this default time zone. Contact Customer Care to find out this time zone. Users in other regions can choose to use their local time zone, which is set on the User Profile page

    To update this field, contact Customer Care.

    Global Search Method

    Select which search method you want to make available to your users in the Search box in the action bar:

    • Targeted Search. Searches certain fields to find matches, which the system displays in the Search box. This is the default setting provided with the application.

      When a user enters values in several fields, it acts as an "and" condition. The system displays the records with fields that match the beginning values of all words within the text box. If wild cards are used, the application does a substring match.

    • Keyword Search. Searches records on the default fields specific to each record type. This allows the user to type in anything within the single text box with each word containing wild cards. This search may impact performance.

      When a user enters a value in the single box, it acts as an "or" condition. The system displays the records with a matching value in any of the default search fields.

      For more information, see Finding Records.

    Fiscal Year Begins

    This field is initially set when your company is created and cannot be changed by the company administrator.

    This setting affects reports that measure revenue against your fiscal year.

    To update this field, contact Customer Care.

    Product Probability Averaging Enabled

    Determines how the opportunity probability is updated when the user clicks the Update Opportunity Totals button:

    • If selected, the opportunity probability is calculated based on the weighted average of probability for each of the linked products:

      Opportunity Probability = SUM(Product Expected Revenue)/SUM(Product Revenue)

    • If not selected, the probability is not updated as part of the action.

      NOTE: The Update Opportunity Totals button is located on the Opportunity Detail page, in the title bar in the Products related information section.

    Inline Edit Enabled

    Enables or disables the inline editing feature.

    Max # of Auditable Fields

    Maximum number of auditable fields, which is shown as a read-only field.

    Message Center Enabled

    Controls whether:

    • The Message Center appears in the Action bar.
    • The Notes icon and list of notes is available in Record detail pages
    • Users can use the Message Center widget

    Company Theme Setting

    Theme Name

    You set up the default theme by clicking the Theme Name drop-down list and then selecting the theme that you want. The theme name determines the look-and-feel of the application.

     

    NOTE: The default theme for new users is contemporary and the default theme for existing users is classic. Users can override this default in the Personal Profile. Your choice of theme has no effect on how the application behaves. Contact Customer Care if you want to suggest other themes or if you want to submit your own themes to use in the application.

    Company Data Visibility Settings

    Manager Visibility Enabled

    Select this option to allow managers to see the records of the users that report to them. A user's manager is determined by the Reports To field on the User Detail page.

    Default Group Assignment

    Select this option to allow group members to share ownership of tasks, accounts, contacts, and opportunities. For more information, see Setting Up Groups.

    Display Look In Selector

    Enables or disables the Look in selector which is used to narrow searches on records to particular books.

    Book Enabled

    Controls whether the Look in selector displays books. If this check box is not enabled, the selector displays only users (and delegates, if they exist).

    CAUTION: Do not select the Book Enabled option until you have created your book hierarchy. You cannot deselect this option after it has been selected. However, you can make changes to your book hierarchy after the option has been selected.

    Integration Settings

    Allow Bulk Data Load

    Allows a Customer Care agent or an Oracle consultant for your Siebel CRM to import large amounts of data for your company. Only a company administrator can select this option.

    Allow Bulk Data Load Expiry Date

    Sets an expiration date for allowing a Customer Care agent or an Oracle consultant for your Siebel CRM to import large amounts of data for your company. Only a company administrator can set this option.

    Workflow Enabled

    If your company has been set up to allow workflow, this setting is displayed. This setting can be activated once you have created the workflow conditions you want to deploy.

    Company Security Settings

    Company Idle Timeout (minutes)

    Time allowed before the user's session ends due to inactivity. The maximum timeout is set by the hosting partner, and only Customer Care can set the timeout value. You can see the current setting at the top of the page when you edit the Company Profile.

    Authentication Type

    Displays which authentication types are allowed for your company. This value can only be assigned by Customer Care. The following values are possible:

    • User ID/Password Only - All users must sign in using their CRM On Demand User ID and password.
    • Single Sign-On Only - All users must sign in using your company's single sign-on mechanism. CRM On Demand User IDs and passwords are not accepted.
    • User ID/PWD or Single Sign-On - Either CRM On Demand User ID and password or single sign-on may be used to sign in to CRM On Demand.

      Authentication Type can be set per-user by the company administrator, on the User Profile page. If the user's value is blank, then the company-level setting is used for that user.

    External Identifier for Single Sign-On

    Unique company identifier assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator, although External Identifiers may be set for each user on the User Profile page.

    Sign In Page for UserID/Pwd Authentications

    URL to a company-specific custom Sign In page, which replaces the default Siebel CRM On Demand Sign In page. Typically, the page is hosted on a company Web server. The URL must be fully qualified - (the URL must begin with http:// or https://).

    This page is displayed after a user signs out or the user's session ends because of inactivity. It is the company's responsibility to direct their users to initially sign in using this page rather than the default CRM On Demand page.

    Sign In Page for SSO Authentications

    URL to a company-specific custom Sign In page that is displayed after a user signs out or the user's session ends due to inactivity, if the user originally signed into CRM On Demand using Single Sign-On. Typically, the page is hosted on a company Web server - for example the company's Single Sign-On portal. The URL must be fully qualified (begin with http:// or https://).

    It is the company's responsibility to direct users to initially sign in using their SSO Sign In page, rather than the default CRM On Demand page. If a user who has signed in using SSO signs out and this setting is blank, a generic page is displayed with the message "You have been signed out."

    ITS URL for SSO Authentications

    SAML Intersite Transfer Service URL that is used for Single Sign-On to Siebel CRM On Demand, assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator.

    IP Address Restrictions Enabled

    See Restricting Use to IP Addresses.

    Alternate PIM Sync Download URL

    This setting is rarely used. If your company is using a custom PIM Sync client or created the installation rather than the standard CRM On Demand PIM Sync client, set this value to the URL for your custom client download. The URL should be fully-qualified (it should begin with http://).

    Disable Access to PIM Sync Download Page

    Select this option to prevent users from downloading PIM Sync from within the product and to use the alternate download URL.

    Disable PIM Sync Extended Account Association

    When this option is selected, Siebel PIM Sync On Demand does an exact link of contacts with accounts in CRM On Demand.

    Disable PIM Sync Account Association

    Select this option to disable PIM Sync Account Matching. When the flag is set, the PIM's Company field is mapped to the PIM Company Name field on the On Demand Contact record, and standard account matching methods are bypassed.

    Analytics Visibility Setting

    Reporting Subject Areas

     

    Use this picklist to set the visibility for users who want to view 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 users to view their own data, and data directly owned by their subordinates. (This is the default setting.)

    Team Visibility - Allows users to view their own data, and data shared with them by their Account and Opportunity teams.

    This company-wide setting applies unless users set a value for the Reporting Subject Areas setting in their Personal Detail page. For more information on reports, see About Reports, particularly the About Visibility to Records in Reports section.

    Historical Subject Areas

     

    Use this picklist to set the visibility for users who want to view analytics report records in Siebel CRM On Demand Answers. These reports provide 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 users to view their own data, and data directly owned by their subordinates. (This is the default setting.)

    Team Visibility - Allows users to view their own data, and data shared with them by the Account and Opportunity teams.

    Full Visibility - This setting combines the views of Manager and Team Visibility.

    This company-wide setting applies unless users set a value for the Historical Subject Areas setting in their personal details. For more information on reports, see About Reports, particularly the About Visibility to Records in Reports section.

    Additional Information

    Licensed Users, Active Users, Inactive Users

    These numbers are read-only, displaying your licensed number of users along with the current status of users.

     NOTE: Some additional fields might appear if your company has certain features turned on.


Published May 2008