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

Assigning Roles to the Partner Company


Roles increase the usability of Siebel PRM for both brand owner and partner employees. When you create roles and assign users to these roles:

  • Users only see the screen tabs and view tabs for their roles. Roles do not restrict the screens and views that users can display, as responsibilities do. They merely reduce the number of screen tabs and view tabs, so only the ones that the user commonly needs are displayed.
  • 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.

For more information about roles, see the section about administering roles in Setting Up Siebel PRM.

If you are using a delegated administrator at the partner company to add partner users, you should assign roles to the partner company. This makes the roles available to the delegated administrator at that company, who associates them with employees.

You assign roles to the partner company by adding them to the User Roles list of the Partner Administration screen.

For detailed information about assigning roles to a partner company, see Making Roles Available to Partner Delegated Administrators.

Siebel Partner Relationship Management Administration Guide