Bookshelf v7.7: Siebel Partner Relationship Management Analytics Security Settings

Siebel Analytics Installation and Configuration Guide > Configuring Authentication in Analytics and Operational Applications > Siebel Operational Applications Security >

Siebel Partner Relationship Management Analytics Security Settings

Siebel PRM Analytics incorporates the concept of role-based analytics. Role-based analytics provides brand owners the ability to display dashboards and pages to users based on their specific roles. For example, a sales manager would have the ability to view dashboards related to pipeline and sales effectiveness, whereas the marketing manager would have the ability to view dashboards related to campaigns. Siebel PRM Analytics also includes flexible security mechanisms to control access to subject areas and to data.

The Analytics roles map to Siebel Responsibilities in the Siebel operational application. This topic describes the roles and associated dashboards and pages for both partner Manager and Partner Portal applications. It also includes subject area and data-level security settings for responsibilities.

Partner Manager Role-Based Analytics Dashboard Mapping

Table 54 provides the dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Manager application.

Table 54. Siebel Responsibilities for PRM Analytics
Responsibility	Dashboard	Page Tab Name
Channel Account Manager Analytics User	Channel Customers	Overview
	Channel Customers	Sales
	Channel Sales	Products
	Channel Sales	Sales
	Channel Service	Products
	Channel Service	Service
	Channel Training	Training Profile
Channel Executive Analytics User	Channel Customers	Customer Profile
	Channel Executive	Customer Satisfaction
	Channel Executive	Pipeline
	Channel Executive	Product
	Channel Executive	Program
	Channel Executive	Revenue
	Channel Executive	Service
	Channel Segmentation	Channel Mix
	Channel Segmentation	Partner Territory
	Channel Segmentation	Partner Tier
	Channel Segmentation	Partner Type
Channel Marketing Manager Analytics User	Channel Customers	Overview
	Channel Customers	Sales
	Customer Marketing	Effectiveness
	Customer Marketing	Responses
	Customer Marketing	ROI
Channel Operations Analytics User	Channel Commerce	Orders
	Channel Commerce	Overview
	Channel Commerce	Quotes
	Channel Commerce	Products
	Channel Customers	Overview
	Channel Customers	Sales
	Channel Customers	Service
	Channel Marketing	Effectiveness
	Channel Marketing	Overview
	Channel Sales	Margins
	Channel Sales	Pipeline
	Channel Sales	Revenue
	Channel Sales	Sales Cycle
	Channel Sales	Wins
	Channel Segmentation	Partner Territory
	Channel Segmentation	Partner Tier
	Channel Segmentation	Partner Type
	Channel Service	Customer Satisfaction
	Channel Service	Overview
	Channel Service	Products
	Channel Service	Resolution Time
	Channel Service	Service Requests
	Channel Training	Overview
	Channel Training	Performance

Siebel Partner Portal Role-Based Analytics Dashboard Mapping

The dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Portal application are shown in Table 55.

Table 55. Responsibilities for PRM Partner Portal Analytics
Responsibility	Dashboard	Page Tab Name
Partner Executive Analytics User	Partner Executive	Pipeline
	Partner Executive	Products
	Partner Executive	Sales Effectiveness
	Partner Executive	Service
Partner Operations Analytics User	Partner Commerce	Overview
	Partner Commerce	Products
	Partner Marketing	Overview
	Partner Marketing	ROI
	Partner Sales	Pipeline
	Partner Sales	Revenue
	Partner Service	Customer Sat
	Partner Service	Overview
	Partner Service	Service Requests
	Partner Training	Training
Partner Sales Manager Analytics User	Partner Commerce	Orders
	Partner Commerce	Overview
	Partner Commerce	Quotes
	Partner Sales	Pipeline
	Partner Sales	Revenue
	Partner Sales	Subordinates
	Partner Training	Subordinates
Partner Sales Rep Analytics User	Partner Commerce	Orders
	Partner Commerce	Overview
	Partner Commerce	Quotes
	Partner Sales	Pipeline
	Partner Sales	Revenue
	Partner Sales	Subordinates
	Partner Training	Subordinates
Partner Service Manager Analytics User	Partner Service	Customer Sat
	Partner Service	Overview
	Partner Service	Service Requests
	Partner Service	Subordinates
	Partner Training	Subordinates
Partner Service Rep Analytics User	Partner Service	Overview
	Partner Service	Service Requests
	Partner Service	Subordinates
	Partner Training	Subordinates

PRM Analytics Subject Area Mapping

Using Siebel PRM Analytics, you can conduct ad hoc queries based on your responsibilities. Ad hoc queries are built by the user, based on columns in subject areas in the Analytics application. By restricting visibility to subject areas based on responsibilities, Siebel PRM Analytics provides brand owners a flexible way to deploy role-based analytics. Details regarding securing subject areas are provided in Configuring User Authentication and Security in Siebel Analytics.

The subject area visibility for responsibilities in Partner Manager are shown in Table 56, where a X indicates that subject area is visible for the user holding that responsibility.

Table 56. Responsibilities for PRM Partner Manager Analytics
Subject Area	Channel Executive Analytics User	Channel Operations Analytics User	Channel Account Manager Analytics User	Channel Marketing Manager Analytics User
Activities	X	X	X	X
Assets	X	X	X
Campaigns	X	X	X	X
Consumers	X	X	X	X
Customer Satisfaction	X	X	X
Customers	X	X	X	X
Orders	X	X	X	X
Partner Training	X	X	X
Partners	X	X	X	X
Pipeline	X	X	X	X
Pricing	X	X	X	X
Products	X	X	X	X
Real-Time Activity
Real-Time Assets
Service Requests	X	X	X

PRM Analytics Subject Area Visibility

The subject area visibility for roles in Partner Portal is shown in Table 57, where a X indicates that subject area is visible for the user holding that responsibility.

Table 57. Subject Area Visibility for PRM Partner Portal
Subject Area	Partner Executive Analytics User	Partner Operations Manager Analytics User	Partner Sales Manager Analytics User	Partner Sales Rep Analytics User	Partner Service Manager Analytics User	Partner Service Rep Analytics User
Activities	X	X	X	X	X	X
Assets	X	X			X	X
Campaigns	X	X
Consumers	X	X
Customer Satisfaction	X	X			X	X
Customers	X	X	X	X	X	X
Orders	X	X	X	X	X	X
Partner Training	X	X	X	X	X	X
Partners	X	X
Pipeline	X	X	X	X
Pricing
Products	X	X	X	X	X	X
Real-Time Activity
Real-Time Assets
Service Requests	X	X			X	X

Analytics Data-Level Visibility

Siebel PRM Analytics also provides brand owners the ability to restrict security based on the user's organization or position. This security mechanism makes sure that one user does not have access to another user's data. It also makes sure that one partner does not have access to another partner's data. Data-level security is administered for responsibilities. Details regarding setting up data-level visibility are provided in the topic Integrated Security for Responsibilities and Groups in Analytics Applications.

Table 58 shows the data-level security settings included for the responsibilities in Partner Manager and Partner Portal. To change Partner Service Representative and Sales Representative to Organization-based security, follow the procedure shown in Changing the Security Group from Position-Based to Organization-Based in Analytics.

Table 58. Siebel PRM Data-Level Security Settings
Responsibility	Data-Level Security	Type	Comments
Channel Executive Analytics User	No	N/A	N/A
Channel Operations Analytics User	No	N/A	N/A
Channel Account Manager Analytics User	No	N/A	N/A
Channel Marketing Manager Analytics User	No	N/A	N/A
Partner Executive Analytics User	Yes	Organization	Displayed records should match organization of the user.
Partner Sales Manager Analytics User	Yes	Organization	Displayed records should match organization of the user.
Partner Sales Rep Analytics User	Yes	Position	Displayed records should match position of the user.
Partner Service Manager Analytics User	Yes	Organization	Displayed records should match organization of the user.
Partner Service Rep Analytics User	Yes	Position	Displayed records should match position of the user.