Bookshelf Home | Contents | Index | PDF |
Siebel Partner Relationship Management Administration Guide > Siebel Group Portal > Adding New PartnersWorking with New Partners describes the process of adding new partners. There are two important differences when you add new employer group companies as users of the Siebel Group Portal:
Add Partner Companies DirectlyIn 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 Group Portal. Employer groups would be sold group policies in the usual way, before they began to use the Group Portal. For this reason, the topic about Registering Individual Partners in Setting Up Siebel PRM does not apply to Siebel PRM. In addition, the process of adding new partners in Siebel Group 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:
These two steps do not apply if the partner did not register on line, and they must be replaced by the following:
Add Delegated AdministratorsIn Setting Up Siebel PRM one of the final steps of the process of adding a new partner is to add user assignments at the partner company. In this topic, it says you can add the users at the partner company yourself, or you can add a delegated administrator at the partner company who adds other users there. In Siebel Group Portal, you would always add a delegated administrator at the partner company. One of the key benefits of Siebel Group Portal is that it lets you add only the employer group administrator at the employer group company. The employer group administrator does the rest of the work of adding and maintaining information about the members at that company. If you prefer, you can add all the users yourself. |
Siebel Partner Relationship Management Administration Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |