Siebel Analytics Installation and Configuration Guide > Applications User Authentication and Security Setup > Analytics Applications Specific Security Groups >

Partner Relationship Management Security

Siebel PRM Analytics incorporates the concept of role-based analytics. Role-based analytics provides brand owners the ability to display dashboards and pages to users based on their specific roles. For example, a sales manager would have the ability to view dashboards related to pipeline and sales effectiveness, whereas the marketing manager would have the ability to view dashboard related to campaigns. Siebel PRM Analytics also includes flexible security mechanisms to control access to subject areas and to data.

The Analytics roles map to Siebel Responsibilities in the Siebel operational application. This section describes the roles and associated dashboards and pages for both partner Manager and Partner Portal applications. It also includes subject area and data-level security settings for responsibilities.

Partner Manager Role-Based Dashboard Mapping

Table 24 provides the dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Manager application.

Table 24.  Siebel Responsibilities for PRM Analytics
Responsibility
Dashboard
Page Tab Name
Channel Account Manager Analytics User
Channel Customers
Overview
Channel Customers
Sales
Channel Sales
Products
Channel Sales
Sales
Channel Service
Products
Channel Service
Service
Channel Training
Training Profile
Channel Executive Analytics User
Channel Customers
Customer Profile
Channel Executive
Customer Satisfaction
Channel Executive
Pipeline
Channel Executive
Product
Channel Executive
Program
Channel Executive
Revenue
Channel Executive
Service
Channel Segmentation
Channel Mix
Channel Segmentation
Partner Territory
Channel Segmentation
Partner Tier
Channel Segmentation
Partner Type
Channel Marketing Manager Analytics User
Channel Customers
Overview
Channel Customers
Sales
Customer Marketing
Effectiveness
Customer Marketing
Responses
Customer Marketing
ROI
Channel Operations Analytics User
Channel Commerce
Orders
Channel Commerce
Overview
Channel Commerce
Quotes
Channel Commerce
Products
Channel Customers
Overview
Channel Customers
Sales
Channel Customers
Service
Channel Marketing
Effectiveness
Channel Marketing
Overview
Channel Sales
Margins
Channel Sales
Pipeline
Channel Sales
Revenue
Channel Sales
Sales Cycle
Channel Sales
Wins
Channel Segmentation
Partner Territory
Channel Segmentation
Partner Tier
Channel Segmentation
Partner Type
Channel Service
Customer Satisfaction
Channel Service
Overview
Channel Service
Products
Channel Service
Resolution Time
Channel Service
Service Requests
Channel Training
Overview
Channel Training
Performance

Partner Portal Role-Based Dashboard Mapping

The dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Portal application are shown in Table 25.

Table 25.  Responsibilities for PRM Partner Portal Analytics
Responsibility
Dashboard
Page Tab Name
Partner Executive Analytics User
Partner Executive
Pipeline
Partner Executive
Products
Partner Executive
Sales Effectiveness
Partner Executive
Service
Partner Operations Analytics User
Partner Commerce
Overview
Partner Commerce
Products
Partner Marketing
Overview
Partner Marketing
ROI
Partner Sales
Pipeline
Partner Sales
Revenue
Partner Service
Customer Sat
Partner Service
Overview
Partner Service
Service Requests
Partner Training
Training
Partner Sales Manager Analytics User
Partner Commerce
Orders
Partner Commerce
Overview
Partner Commerce
Quotes
Partner Sales
Pipeline
Partner Sales
Revenue
Partner Sales
Subordinates
Partner Training
Subordinates
Partner Sales Rep Analytics User
Partner Commerce
Orders
Partner Commerce
Overview
Partner Commerce
Quotes
Partner Sales
Pipeline
Partner Sales
Revenue
Partner Sales
Subordinates
Partner Training
Subordinates
Partner Service Manager Analytics User
Partner Service
Customer Sat
Partner Service
Overview
Partner Service
Service Requests
Partner Service
Subordinates
Partner Training
Subordinates
Partner Service Rep Analytics User
Partner Service
Overview
Partner Service
Service Requests
Partner Service
Subordinates
Partner Training
Subordinates

PRM Analytics Subject Area Mapping

Using Siebel PRM Analytics, you can conduct ad hoc queries based on your responsibilities. Ad hoc queries are built by the user, based on columns in subject areas in the Analytics application. By restricting visibility to subject areas based on responsibilities, Siebel PRM Analytics provides brand owners a flexible way to deploy role-based analytics. Details regarding securing subject areas are provided in the section Applications User Authentication and Security Setup.

The subject area visibility for responsibilities in Partner Manager are shown in Table 26.

Table 26.  Responsibilities for PRM Partner Manager Analytics
Subject Area
Channel Executive Analytics User
Channel Operations Analytics User
Channel Account Manager Analytics User
Channel Marketing Manager Analytics User
Activities
X
X
X
X
Assets
X
X
X
X
Campaigns
X
X
X
X
Consumers
X
X
X
X
Customer Satisfaction
X
X
X
X
Customers
X
X
X
X
Orders
X
X
X
X
Partner Training
X
X
X
X
Partners
X
X
X
X
Pipeline
X
X
X
X
Pricing
X
X
X
X
Products
X
X
X
X
Real-Time Activity
 
 
 
 
Real-Time Assets
 
 
 
 
Service Requests
X
X
X
 

X indicates that subject area is visible for the user holding that responsibility

The subject area visibility for roles in Partner Portal is shown in Table 27.

Table 27.  Subject Area Visibility for PRM Partner Portal
Subject Area
Partner Executive Analytics User
Partner Operations Manager Analytics User
Partner Sales Manager Analytics User
Partner Sales Rep Analytics User
Partner Service Manager Analytics User
Partner Service Rep Analytics User
Activities
X
X
X
X
X
X
Assets
X
X
 
 
X
X
Campaigns
X
X
 
 
 
 
Consumers
X
X
 
 
 
 
Customer Satisfaction
X
X
 
 
X
X
Customers
X
X
X
X
X
X
Orders
X
X
X
X
X
X
Partner Training
X
X
X
X
X
X
Partners
X
X
 
 
 
 
Pipeline
X
X
X
X
 
 
Pricing
 
 
 
 
 
 
Products
X
X
X
X
X
X
Real-Time Activity
 
 
 
 
 
 
Real-Time Assets
 
 
 
 
 
 
Service Requests
X
X
 
 
X
X
X indicates that subject area is visible for the user holding that responsibility

PRM Analytics Data-Level Visibility

Siebel PRM Analytics also provides brand owners the ability to restrict security based on the user's organization or position. This security mechanism makes sure that one user does not have access to another user's data. It also makes sure that one partner does not have access to another partner's data. Data-level security is administered for responsibilities. Details regarding setting up data-level visibility are provided in the section Applications User Authentication and Security Setup.

Table 28 shows the data-level security settings included for the responsibilities in Partner Manager and Partner Portal.

By default, Partner Service Representative and Sales Representative have been set up for Primary position-based security. Some deployments may choose to change it to Organization-based security, using the following procedure.

To change the security group from Position-based to Organization-based

  1. In the Siebel Analytics Administration Tool, go to Tools > Manage Security.
  2. Click on Hierarchy.
  3. Make the two security groups (Partner Service Representative and Partner Sales Representative) members of the Primary Org-Based group.
  4. Remove the groups from the Primary Position-Based group.
  5. Exit the Administration Tool.
Table 28.  Siebel PRM Data-Level Security Settings
Responsibility
Data-Level Security
Type
Comments
Channel Executive Analytics User
No
N/A
N/A
Channel Operations Analytics User
No
N/A
N/A
Channel Account Manager Analytics User
No
N/A
N/A
Channel Marketing Manager Analytics User
No
N/A
N/A
Partner Executive Analytics User
Yes
Organization
Displayed records should match organization of the user.
Partner Sales Manager Analytics User
Yes
Organization
Displayed records should match organization of the user.
Partner Sales Rep Analytics User
Yes
Position
Displayed records should match position of the user.
Partner Service Manager Analytics User
Yes
Organization
Displayed records should match organization of the user.
Partner Service Rep Analytics User
Yes
Position
Displayed records should match position of the user.

 Siebel Analytics Installation and Configuration Guide
 Published: 09 September 2004