|Bookshelf Home | Contents | Index | PDF|
When you register a new partner company, you create an organization for that partner company. You can also use the Administration - Group screen to create suborganizations under that partner organization. For more information, see Setting Up the Organization Structure for Siebel PRM.
When you create a partner company, you add at least one user and you add positions and responsibilities used by that company. For more information, see About Enrolling New Partner Companies.
Delegated administrators can reduce your administrative burden by adding and maintaining users at the partner company. To add a user, they must associate the user with one or more positions and one or more responsibilities.
Because responsibilities control which views a user can view, delegated administrators are not allowed to create new responsibilities. The delegated administrator can associate users with responsibilities that you created.
Delegated administrators can create new positions, as described Adding Positions. In most implementations of Siebel Business Applications, each employee has a different position, so it is also necessary to create new positions when you add new employees. For more information about adding users, see Adding User Assignments at the Partner Company. For more information about responsibilities, see Assigning Responsibilities to the Partner Company. For more information about positions, see Assigning Positions to the Partner Company.
In most implementations of Siebel Business Applications, each employee has a different position. For example, rather than one position named Sales Representatives, there would be positions named Sales Representative 100, Sales Representative 101, and so on. Then in the My Opportunities view, sales representatives would only see opportunities where they are on the sales team; they would not see all opportunities where any sales representative is on the sales team.
In most implementations of Siebel Business Applications, each employee has a different position, as described in the previous topic. After you have added the position for the new user, you can add the record for the new user.
When new users are added, the delegated administrator adds them to an organization, as described in the previous topic. The delegated administrator can also associate existing users with different organizations and suborganizations than the ones which with they were initially associated, thus changing the data that is visible to them.
Suborganizations can be used to control data visibility within the partner company. They are also important to partner collaboration. Partner collaboration allows partners to share information with organizations and suborganizations in other partner companies, and partners can associate employees with the appropriate suborganization so they can view the data they need.
The brand owner must set up this structure of suborganizations under the partner organization. For more information about organizations, see Setting Up the Organization Structure for Siebel PRM.
A user can be associated with more than one organization. If a user is already associated with an organization and the partner wants the user to be associated with a different organization, the partner must delete the user's existing position as well as add the position in the new organization. If the existing position is not deleted, the partner is still associated with the first organization as well as with the second.
The delegated administrator associates the user with the organization by giving the user a position in that organization. If the position does not already exist, then before performing the following procedure, the delegated administrator must create it, as described in Adding Positions.
Though the user has visibility to the data in the organization with which the position is associated, the delegated administrator still sees this user's name listed under the user's original organization.
|Siebel Partner Relationship Management Administration Guide||Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.|