Siebel Partner Relationship Management Administration Guide > Sharing Data with Partners > Process of Sharing Master Data with Partners >
Adding Partner Companies to Access Groups
This task is a step in Process of Sharing Master Data with Partners.
After categories and access groups have been set up properly, you assign a partner company to the appropriate access group to give it visibility to all the master data associated with that access group.
For example, you may have access groups for resellers, value added resellers, service providers, and system integrators. If you form a new partnership with another service provider, you associate it with the appropriate access group to give it visibility to your sales literature, training courses, and other master data that service providers need. You do this when you first enroll the new partner in your partner program and create a Partner record.
Partner communities are the type of access group used specifically to group partner companies. It is useful to have partner communities, because you can identify which access groups are used to manage partners and which are used for other purposes. When Siebel PRM users add access groups, they should use partner communities.
If you add a new partner program—for example, if you launch a new product to a select group of resellers—you would create new partner communities so you can give these partners access to the information they need about the product. These partners would probably still belong to the same partner communities as before, but they would also belong to this new one in order to get access to specific information about this new product they are reselling.
You might create several new groups for resellers of this product line, named Authorized, Silver, Gold, and Platinum. Each group would have access to different data sets. You could also use the inheritance rules to set up these groups hierarchically. For example, if you are in the Platinum group you see everything that Gold sees plus the information specific to your group; if you are in the Gold group, you see everything Silver sees plus the information specific to your group; if you are in the Silver group, you see everything authorized resellers see plus the information specific to your group. Inheritance rules give you flexibility in modeling relationships among groups.
If you do not know which access group to use, ask the partner operations manager who set up access groups in your company.
To add a partner company to an access group
- Navigate to the Administration - Partner screen > Registered Partners view.
- In the Partners list, drill down on the name of the partner company that you want to add to a community and click the Access Groups view tab.
- In the Access Groups list, add a new record.
- In the Add Access Groups dialog box, select the group or groups to which you want to add the partner. If necessary, use queries to find these groups, and click Add.