Set Up Publisher Roles as Siebel CRM Responsibilities

After setting up Publisher Roles as Siebel CRM Responsibilities, assign these roles to the appropriate users. You might also want to create additional reporting roles that you can use when setting up your report privileges in the Publisher.

  1. Using Siebel Administrator credentials, navigate to Administration - Application, and then Responsibilities.
  2. In the Responsibilities list, add a new record for each of the Publisher functional roles:
    • XMLP_ADMIN — Serves as the administrator role for the Publisher server.

    • XMLP_DEVELOPER — Allows users to build reports in the system.

    • XMLP_SCHEDULER — Allows users to schedule reports.

    • XMLP_TEMPLATE_DESIGNER — Allows users to connect to Publisher from the Template Builder and to upload and download templates and grants access to the layout editor.

  3. Assign these roles to the appropriate users. You might also want to create additional reporting roles that you can use when setting up your report privileges in Publisher. For example, you might create a role called "EXECUTIVE_SALES" that you can assign a executive-level report folder. You can then assign that role to any user requiring access to the Executive reports.
  4. Ensure to assign the XMLP_ADMIN role to a user with administration privileges.