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Siebel Partner Relationship Management Administration Guide > Sharing Data With Partners > Sharing Transactional Data with Partners >

Assigning Customer Accounts to a Partner

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Your partners must have information about your customers to sell or provide service to them. You assign customer accounts to partners in order to give them this information. Employees of a partner company can also add new accounts themselves, and these added accounts are visible to you as well as to the partner company.

If you assign a customer company to a partner organization rather than to an individual partner employee, the assigned account appears in the All Accounts view when partners access Siebel PRM through the Web, but does not appear in the My Accounts view for any individual. An employee at the partner company who has access to the All Accounts view must get the information and assign it to an employee.

For more information about working with accounts, see the section on accounts in Applications Administration Guide.

NOTE:  If you want to view the account in the Partner Operations screen, you must assign the account to the partner organization. You can also assign it to an individual.

To assign a customer account to a partner employee

Navigate to the Accounts screen.
From the Show drop-down list, choose All Accounts Across Organizations.
In the Accounts list, select the account you want to assign to the partner.
In the More Info form, click the show more button to display the Organization field, if necessary.
In the More Info view, click the select button for the Account Team field.

The Account Team Members dialog box appears.

Click New to add a new record to the list.

The Add Employees dialog box appears.

Select the record for the partner employee you want to assign the account, and click OK.

The Account Team Members dialog box appears, with the partner employee added to the list.

In the Account Team Members dialog box, click OK.

This partner employee can now view this account in the My Accounts view.

To assign a customer account to a partner company

Navigate to the Accounts screen.
From the Show drop-down list, choose All Accounts Across Organizations.
In the Accounts list, select the account you want to assign to the partner.
In the More Info view, click the select button for the Organization field.

The Organizations dialog box appears.

Click New to add a new record to the list.
The Add Organizations dialog box appears.
Select the organization of the partner company you want to assign the account, and click OK.

The Organizations dialog box appears, with the partner organization added to the list.

In the Organizations dialog box, click OK.

This partner can now view this account in the All Accounts view.

To view all the accounts of a partner company

Navigate to the Partner Operations screen.
In the Partners list, select the partner company whose accounts you want to view.
Click the Accounts view tab.

A list of the partner's accounts appears. This list includes accounts that have been assigned to the partner organization; it does not include accounts that have been assigned to partner employees but not to the partner organization.

To work with the customer accounts of a partner

Modify a record by selecting a field and changing the information.
Delete a record by selecting it, clicking the menu button, then clicking Delete Record.

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