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Creating Categories and Access Groups


This task is a step in Process of Sharing Master Data with Partners.

Before partner managers assign any master data to partner companies, the channel operations manager or system administrator must analyze the way you need to share master data with your partners and create the appropriate categories and access groups.

Though most of the work of setting up catalogs and access groups is done when you first set up Siebel PRM, you can add catalogs and access groups to the application at any time. Some examples of when you would add them are as follows:

  • If you launch a new product line, you would probably want to add a new catalog or to add new categories to an existing catalog for information about that product line.
  • If you restructure your partner program, you might have to rework your system of access groups completely.

You would also want to continuously add information to catalogs as more data is created and made available. For example, you would need frequent updates to catalogs as you create new FAQs and new product data sheets or brochures.

For more information on creating categories and access groups, see Setting Up Siebel PRM.

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