Siebel Partner Relationship Management Administration Guide > Working with Partner Programs > Process of Setting Up Partner Programs >

Creating Partner Programs

The brand owner needs to create a record representing the partner program and to specify whether approval for this program is manual or depends on a eligibility list.

This task is a step in Process of Setting Up Partner Programs.

To set up a partner program

1. Navigate to the Partner Programs, then the Program Design view.
2. In the Partner Programs list, add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Type	Select Program.
   Available To All	Select this check box to make this program public (no eligibility rules).
   Program End Date	Displays the date when the program ends.
   Delegated Application	Select this check box to allow to apply on behalf of branch organization.
   Auto Cascade	Select this check box to allow branch organizations to be automatically approved when the parent organization is approved. For example, if the Headquarters of a company is approved, the Western Branch, Eastern Branch and MidWest Branch are also approved.
   Status	Displays the status of the partner program. When the program is first created, the status is Pending. NOTE:  If you change the status of a partner program to Active, the record becomes Read-Only.

3. In the More Info form, complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Renewal Period Begin (Days)	Enter the number of days before membership expires that the partner can apply to renew membership.
   Renewal Period End (Days)	Enter the number of days after membership expires when the member can still apply to renew membership. This is a grace period after membership expires.
   Membership Length (Months)	Enter the number of months that membership lasts. Use either this field or the Fixed Membership End Date field.
   Fixed Membership End Date	Displays the date when membership expires. To remain members after this date, partners must apply to renew their membership. This date is calculated based on the membership length that was entered Membership Length field of the Partner Program Design, More Info tab.

   NOTE:  After you create the Partner program record, Siebel Partner Manager automatically creates an access group with a name that is the combination of the partner program name and the organization name. Siebel Partner Manager automatically maintains this Access Group by adding or removing Access Group members based on the partners' membership status within that partner program. For more information on partner program membership, see Partner Program Administration.