Siebel Partner Relationship Management Administration Guide > Working With New Partners > Enrolling New Partner Companies >

Assigning Responsibilities to the Partner Company

Responsibilities specify which views users of Siebel applications can access.

For example, you can create a responsibility of Salesperson, which includes My Opportunities view, a responsibility Sales Manager, which includes both My Opportunities and My Team's Opportunities views, and a responsibility of Sales Director, which includes My Opportunities, My Team's Opportunities views, and All Opportunities views.

If you are using delegated administration, assign one partner employee the Partner Operations Manager responsibility, which includes the views for delegated administration in the Siebel Partner Portal. The partner operations manager uses the delegated administration views to add other employees and assigns them responsibilities.

Partners cannot create their own responsibilities. They can only choose from the set of responsibilities that you give them access to. You must associate at least one responsibility with the partner organization, so the partner users have access to some views when they log in to the partner portal. Typically, you assign multiple responsibilities to the partner organization so that the delegated administrator can give different types of users different responsibilities, just as you would with your own employees.

For more information about positions and responsibilities, see the section on defining positions and on defining responsibilities in Applications Administration Guide.

NOTE:  Before you can assign responsibilities to a partner company, your partner operations administrator must have created the appropriate responsibilities while setting up Siebel PRM, as described in Setting Up Siebel PRM.

To assign responsibilities to a partner company

1. Navigate to the Partner Administration screen.
2. From the Show drop-down list, choose Registered Partners.
3. In the Partners list, select the record for the partner company to which you are assigning the responsibilities.
4. Click the Responsibilities view tab.

   The Responsibilities view appears.

5. In the Responsibilities list, click the menu button, then click New Record.

   The Add Responsibilities dialog box appears.

6. Select the Responsibility record that you want to add, and click OK.

   The responsibility is added to the Responsibilities list.