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Adding New Partners

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The setup chapter of Siebel Partner Relationship Management Administration Guide describes the process of adding new partners.

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 Service Provider Portal. Service providers generally would not apply online to become part of a network of service providers used by an insurance company. They would be recruited before they use the Service Provider 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 Service Provider 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 partner company. You typically add a Partner record by approving a prospective partner.

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

Recruit new partners. Recruit partners in the same ways that you have in the past, without using Siebel Service Provider Portal.
Add a Partner record. Add a record for the new partner 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 partner in Siebel Service Provider Portal is similar to 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 partner:

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 assigning responsibilities, positions, and master data to the partner company and of adding user assignments at the partner company, as described in the setup chapter of Siebel Partner Relationship Management Administration Guide.

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