Siebel Partner Relationship Management Administration Guide > Working with New Partners > Delegated Administration for Partners >

Delegated User Administration for Partners

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 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.

A delegated administrator at a partner company can:

• Add and maintain users
• Add and maintain positions
• Associate users with organizations or suborganizations

NOTE:  For the partner to use suborganizations, the brand owner must create the suborganizations under that partner organization.

Adding Positions

Positions control which data users see in the My and My Teams views:

• In My views, users see the data for their own position. For example, in the My Opportunities view, users see all the opportunities where their position is on the sales team.
• In My Team views, managers see the data for their own position and for all of their reports. For example, in the My Team's Opportunities view, managers see all the opportunities where their position or their reports' positions are on the sales team.

When delegated administrators create new positions, they specify a name and a parent position for each position. The parent position is the position of the manager whose team this employee is on.

In most implementations of Siebel 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.

Therefore, delegated administrators generally must add new positions for new users. The position should be added before the user is added.

To add a new position at the partner company

1. The partner delegated administrator navigates to the Administration screen > Organization Explorer view.
2. In the Organization Explorer, the partner clicks the + icon next to the organization to which the position will be added.

   Hyperlinks for Organizations, Positions, and Users appear under this organization.

3. The partner clicks the Positions hyperlink under the organization.
4. In the Positions list, the partner clicks New.
5. In the Positions form, the partner enters information about the new position and clicks Save.

Adding Users

In most implementations of Siebel applications, each employee has a different position, as described in the previous section. After you have added the position for the new user, you can add the record for the new user.

To add a new user at the partner company

1. The partner delegated administrator navigates to the Administration screen > Organization Explorer view.
2. In the Organization Explorer, the partner clicks the + icon next to the organization to which the user will be added.

   Hyperlinks for Organizations, Positions, and Users appear under this organization.

3. The partner clicks the Users hyperlink under the organization.

   The Users list appears.

4. In the Users list, the partner clicks New.
5. In the Users form, the partner enters information about the new user (including position) and clicks Save.

Giving Users Visibility to Different Organizations

When new users are added, the delegated administrator adds them to an organization, as described in the previous section. 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 will still be associated with the first organization as well as with the second.

NOTE:  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.

NOTE:  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.

To associate a user's position with an organization or suborganization

1. The partner delegated administrator navigates to the Administration screen > Organization Explorer view.
2. The partner clicks the + icon next to the organization or suborganization that the user is currently in.
3. The partner clicks the Users hyperlink under that organization.
4. In the Users list, the partner clicks the name of the user to be associated with an organization.

   The Users form appears, with information about that user.

5. The partner clicks the Select button for the Position field.

   The Positions Occupied dialog box appears.

6. If the partner does not want the user to be associated with the earlier organization, only with the new one, then in the Positions Occupied dialog box, the partner selects the user's existing position and clicks Delete.
7. In the Positions occupied dialog box, the partner clicks New.
8. In the Add Positions dialog box, the partner clicks a position associated with the organization with which this partner will be associated and clicks OK.
9. In the Positions occupied dialog box, the partner clicks OK.

   The user can see the data visible to the organization with which this position is associated.