Bookshelf Home | Contents | Index | PDF |
Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Setting Up Siebel PRM > Administering RolesRoles are not required, but they can increase the usability of Siebel PRM for both brand owner and partner employees. When you create roles and assign users to these roles:
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 eBusiness Applications. Assigning Roles to Brand Owner EmployeesYou associate brand owner employees with roles using the User Administration screen of Siebel Partner Manager. To associate a brand owner employee with a role
Assigning Roles to Partner EmployeesYou 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 will see the tasks of that role in the home page applet and will see the tab layouts defined for that role in the Partner Portal. Making Roles Available to Partner Delegated AdministratorsTo 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 the section 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
Associating Users with Roles in the Partner ManagerIn the Siebel Partner 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 Partner Administration screen to display all the employees of a partner company. NOTE: Alternatively, you can associate an employee with a role using the Employee Administration screen. To associate a partner employee with a role
|
Siebel Partner Relationship Management Administration Guide |