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Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Process of Setting Up Siebel PRM >
Defining Partner Responsibilities
This task is a step in Process of Setting Up Siebel PRM. Responsibilities specify which views users can access. For example, you can create the responsibilities of Salesperson, which includes the My Opportunities view; Sales Manager, which includes both the My Opportunities and My Team's Opportunities views; and Sales Director, which includes the My Opportunities, My Team's Opportunities, and All Opportunities views. If you are using delegated administration, you make one partner employee the delegated administrator by assigning that employee the responsibility of Partner Operations Manager, which lets that partner employee see the delegated administration views of the Siebel PRM Portal. Then, while adding employees, the delegated administrator assigns them responsibilities that you have created. An employee in your company (usually your system administrator) must create the responsibilities. To make sure that partner users are not given access to inappropriate data, delegated administrators at partner companies cannot create responsibilities. They can only select from the list of responsibilities to which you have given them access. Use the Administration - Application screen, Responsibilities view to create responsibilities. In the seed data that is distributed with Siebel PRM, all responsibilities on the Siebel PRM Manager side begin with "Channel," and all responsibilities on the Siebel PRM Portal side begin with "Partner." The responsibilities included in the seed data are shown in Table 4 and Table 5.
Table 4. Responsibilities in Siebel PRM Seed Data with Views in Siebel PRM Portal
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Partner Operations Manager |
The main administrative role in the partner company, with access to the Delegated Administration views and most other views in the Siebel PRM Portal. This responsibility is given to a small number of users in the partner company. |
Partner Relationship Manager |
The manager at the partner company responsible for daily interactions with the brand owner. Has access to all views in the PRM Portal except administrative views, such as the Delegated Administration views. |
Partner Sales Manager |
The sales manager at the partner company. Has access to the My and My Team's views of all sales-related screens, but not to service screens. |
Partner Sales Rep |
The sales agent at the partner company. Reports to the partner sales manager. Has access to the My Views of all sales-related screens. |
Partner Service Manager |
The service manager at the partner company. Has access to the My and My Team's views of all service-related screens, but not to sales screens. |
Partner Service Rep |
The service agent at the partner company. Reports to the partner service manager. Has access to the My Views of all service-related screens. |
Self-Registered Partner Agent |
Self-registered partner. Has access to a limited set of views on the Siebel Partner Portal. Does not have access to views that display transactional data such as Opportunities, Accounts, Contacts or Orders. |
Unregistered Partner Agent |
An anonymous browser. |
Table 5. Responsibilities in Siebel PRM Seed Data with Views in Siebel Partner Manager
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Channel Executive |
The channel executive at the brand owner. Has access to all views for sales and service, including all across organizations views. Also has access to partner sales, service and marketing analysis views, and to revenues, forecasting, CHAMP and reports and charts. |
Channel Partner Manager |
The manager at the brand owner company responsible for daily interactions with the partner. Has access to the My and My Teams views of all sales and service-related screens, to CHAMP screen, and to forecasting screen. |
Channel Marketing Manager |
The manager at the brand owner company responsible for marketing activities. Has access to all marketing-related views, including marketing administration views and other related views, such as views in the MDF, Contacts, and Opportunities screens. |
Channel Operations Manager |
The system administrator at the brand owner company responsible for setting up and maintaining Siebel PRM. Has access to all administration screens. |
Some views used to display the calendar of the Siebel PRM Portal are different for high interactivity and for standard interactivity:
- HI Activity Calendar View. This view is used only for high interactivity.
- Calendar Daily View, Calendar Monthly View, and Calendar Weekly View. This view is used only for standard interactivity.
When you are creating or modifying responsibilities for partners, use the appropriate view, depending on whether partners use standard interactivity or high interactivity. For more information about responsibilities, see Siebel Security Guide.
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