Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM >

Configuring Visibility for Siebel PRM

Siebel PRM includes visibility enhancements to support collaboration of partners with the brand owner and with other partners, but they do not cover every possible scenario. If your business model requires different visibility enhancements, you can configure Siebel PRM with Siebel Tools in the following ways:

• Configuring visibility of pop-up or pick applets
• Configuring visibility of child objects in views
• Letting users change primary on visibility teams, including position- and organization-based teams

This section describes the Siebel PRM visibility enhancements and gives you background information that you need to configure visibility. It does not give you detailed instructions for working in Siebel Tools.

For information about using Siebel Tools, see Using Siebel Tools.

About Visibility Enhancements in Siebel PRM

Visibility is important to Siebel PRM, because it facilitates collaboration between partners and other partners or the brand owner.

To preserve the privacy of each company's data, partners do not have visibility to all records associated with certain business components—only to the records in their organization.

For example, in other Siebel applications, if you navigate to the Accounts screen, select an Account record, and then click the Contacts view tab, you see all the contacts that are associated with that account. In the Siebel PRM Portal, the partner sees contacts associated with the account only if it is in the partner's organization.

This visibility capability applies to information in the following views in the Siebel PRM Portal:

• Opportunity screen: Contacts, Quotes, Revenues, Products, Activities
• Account screen: Opportunity, Quotes, Orders, Revenues, Activities

Siebel PRM also has enhancements that allow partners to collaborate with other partner companies by assigning data to positions or organizations in other partner companies. For more information, see Partner-to-Partner Collaboration.

Configuring Visibility

If your business model requires other visibility enhancements beyond these, you can configure visibility using the methods in the following sections:

• Configuring Visibility of Pop-Up or Pick Applets in Siebel PRM
• Allowing Users to Change the Primary on a Visibility Team