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Adding New Partners


The setup chapter of Siebel Partner Relationship Management Administration Guide describes the process of adding new partners. There are two important differences when you add new employer group companies as users of the Siebel Group Portal:

  • Add partner companies directly rather than recruiting them through the Web.
  • Always add a delegated administrator at the partner company.

Add Partner Companies Directly

In Siebel PRM, companies typically apply to become partners by registering at the Siebel Partner Portal. The information that they enter when they register is stored in a Prospective Partner record. When the brand owner approves them, the Prospective Partner record is converted to a Partner record.

This model of partner registration does not apply to Group Portal. Employer groups would be sold group policies in the usual way, before they began to use the Group Portal.

For this reason, the section about Registering Individual Partners in the setup chapter of Siebel Partner Relationship Management Administration Guide does not apply to Siebel PRM.

In addition, the process of adding new partners in Siebel Group Portal is different from the process of adding new partners in Siebel PRM. In the setup chapter of Siebel Partner Relationship Management Administration Guide, the enrollment process begins with the following two steps:

  • Display and assess prospective partners. Begin by displaying the list of prospective partners recruited through the Web and deciding which to approve as partners.
  • Add a Partner record for the employer group company. You typically add a Partner record by approving a prospective partner.

These two steps do not apply to Siebel Group Portal, and they should be replaced by the following:

  • Sell policies to employer groups. Sell group policies to employer groups in the same ways that you have in the past, before using Siebel Group Portal.
  • Add a Partner record. Add a record for the new employee group directly in the Partner Administration screen, in the Approved Partner view, or import the partner record using EIM.

After the first two steps, the rest of the process of adding a new employee group in Siebel Group Portal is similar to the process of adding a partner in Siebel PRM.

For information about adding a new Partner record directly, see the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide.

To add a new employer group:

  • Begin by adding a Partner record directly in the Approved Partner view, using the method described in the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide.
  • Then click Register to create the partner organization and continue the process of adding the partner company as described in the setup chapter of Siebel Partner Relationship Management Administration Guide.

In the remainder of the process, you should skip the procedure about adding a partner to an access group. Access groups are used to assign master data, and partners using the group portal do not need any master data.

NOTE:  When you add a record in the Approved Partner view, you have not yet created the employer group company. You have just added an Account record with Partner in the Partner Type field. You create the employer group company when you click Register, creating an Organization record representing the partner in addition to the Account record.

Add Delegated Administrators

In the setup chapter of Siebel Partner Relationship Management Administration Guide, one of the final steps of the process of adding a new partner is to add user assignments at the partner company. In this section, it says you can add the users at the partner company yourself, or you can add a delegated administrator at the partner company who will add other users there.

In Siebel Group Portal, you would always add a delegated administrator at the partner company.

One of the key benefits of Siebel Group Portal is that it lets you add only the employer group administrator at the employer group company. The employer group administrator does the rest of the work of adding and maintaining information about the members at that company. If you prefer, you can add all the users yourself.

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