Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Setting Up Siebel PRM >

Administering Roles

Roles are not required, but they can increase the usability of Siebel PRM for both brand owner and partner employees.

Be aware of the following considerations when you create roles and assign users to these roles:

• By default, users only see the screen tabs and view tabs for their roles.
• Users can still go to the site map and see all screens that they have access to in their responsibility.
• Users have a task list for their role on their home page, with hyperlinks that take them directly to the views they use most frequently.
• Administrators can base personalization on roles. For example, they can hide appletsor display messages in the salutation based on role.

For information about creating roles, associating tasks with roles, and specifying the screen tab and view tab layout for each role, see Security Guide for Siebel Business Applications.

Assigning Roles to Brand Owner Employees

You associate brand owner employees with roles using the User Administration screen of Siebel PRM Manager.

To associate a brand owner employee with a role

1. Navigate to the Administration - User screen > Employees view.
2. In the Employees list, select the record of the Employee you want to associate with a role.
3. In the More Info form, click the show more button.
4. In the More Info form, in the Role field, click the select button.
5. In the Role dialog box, if the role you want is not already in the Role list, click New and use the Add Roles dialog box to select the role.
6. In the Role dialog box, select the role you want to associate with the employee, make sure it is selected as the primary role, and then click OK.

Assigning Roles to Partner Employees

You can either assign roles to partner employees yourself, or you can make them available to delegated administrators at your partner companies.

After a partner employee is associated with a role, that employee sees his or her role's tasks on the home page and sees the tab layouts defined for that role in the PRM Portal.

Making Roles Available to Partner-Delegated Administrators

To reduce your company's administrative burden, you can make roles available to partner-delegated administrators, so they can assign the roles to partner employees.

For information about how the partner-delegated administrators assign roles to partner employees, see Delegated Administration.

NOTE:  Alternatively, rather than using the procedure that follows, you can make roles available to partner companies by choosing the partner organization in the Organization field of the Role record.

To make roles available to the delegated administrator at a partner company

1. Navigate to the Site Map > Administration - Partner screen > Registered Partners view.
2. In the Partners list, select the partner company you want to give access to the roles.
3. Click the User Roles view tab.
4. In the User Roles list, click New to add a new record.

   The Add Roles dialog box appears.

5. In the Add Roles dialog box, select one or more roles that you want to make available to this company and click OK.

Associating Users with Roles in the Siebel PRM Manager

In the Siebel PRM Manager, you can associate your partner employees with their roles using the User Administration screen, as you do brand owner employees. However, if you are working with multiple employees of a single partner company, it is better to use the Administration - Partner screen to display all the employees of a partner company.

NOTE:  Alternatively, you can associate an employee with a role using the Employees screen.

To associate a partner employee with a role

1. Navigate to the Site Map > Administration - Partner screen > Registered Partners view.
2. In the Partners list, select the partner company whose employees you want to associate with roles.
3. Click the User Assignments view tab.
4. In the User Assignments list, in the Role field, click the select button.
5. In the Role dialog box, if the role you want is not already in the Role list, click New and use the Add Roles dialog box to select the role.
6. In the Role dialog box, select the role you want to associate with the employee, make sure it is selected as the primary role, and then click OK.