Siebel Partner Relationship Management Administration Guide > Working With New Partners > Enrolling New Partner Companies >

Adding User Assignments at the Partner Company


As the final step in adding a new partner company, use the User Assignments view to add partner employees as Siebel PRM users. You can also use this screen to update positions, responsibilities, and logins for existing users.

Siebel PRM lets you add two types of partner employees:

Delegated administrators can also give employees at their company the responsibility of delegated administrators. Therefore, you can add the person who submitted the application for a partner company as a delegated administrator, and then that delegated administrator can add other employees at the partner company as delegated administrators, who will actually enter the users.

After the delegated administrator has added partner employees, you can view them using the Siebel Partner Manager.

For more information on adding users and delegated administrators, see Setting Up Siebel PRM.

NOTE:  If you are using delegated administration, you must make at least one partner employee a delegated administrator. In the User Assignments view, edit the user's record and enter a position and responsibility for the user.

To display partner employees who are Siebel PRM users

  1. Navigate to the Partner Administration screen.
  2. From the Show drop-down list, choose Registered Partners.
  3. In the Partners list, select the record for the partner company whose employees you want to view.
  4. Click the User Assignments view tab.
  5. The User Assignments view appears. The following information will be entered for the person who applied to be a partner and for any other partner employees who have been added:

    Field
    Comments
    Name fields
    The first and last name and title (such as Mr. or Ms.).
    Job Title
    The user's job title.
    Positions
    The user's position or positions.
    Responsibilities
    The user's responsibility.
    User ID and Password
    The login name and password that the user uses to log into the Siebel Partner Portal. Password is only accessible if LDAP has been set up.
    Time Zone
    The user's time zone.
    Role
    Select the user's role. For more information about roles, see Administering Roles.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003