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Process of Setting Up Partner Access to Siebel Loyalty


By using the Partner Portal, partners can perform many of the same tasks as member service representatives who are your own employees. For more information, see Using Siebel Loyalty with Partners.

To set up partner access to Siebel Loyalty:

  • Set up Siebel PRM. Follow the instructions in the section about setting up Siebel PRM in Siebel Partner Relationship Management Administration Guide. This section contains high-level instructions for installing, configuring, and controlling visibility.
  • Add Partner Companies and Employees. Follow the instructions in the section about working with new partners in Siebel Partner Relationship Management Administration Guide. This section contains instructions for adding the partner companies and partner employees who will use the portal. You can add the partner employees yourself, or you can just add one employee as delegated administrator at the partner company and allow that employee to add other employees at that company.

In addition to the general instructions that you will find in Siebel Partner Relationship Management Administration Guide, to add partner companies, you must also perform the following extra tasks that are specific to Siebel Loyalty:

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