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Siebel Partner Relationship Management Administration Guide > Working With New Partners > Registering Individual Partners > Controlling Individual Partners' Access to DataThree factors determine what individual partners see when they use Siebel PRM:
To control individual partners' access to data, you should go through the following process:
NOTE: Organization is not used to limit data that individual partners can see, because organizations are used primarily for transactional data, and individual partners do not have access to transactional data. Individual partners are entered as contacts in the brand owner company's default organization. Assigning Master Data to Individual PartnersSiebel applications work with two types of data:
Individual partners cannot view transactional data, but you can allow them to view master data. It may be useful for individual partners to view master data such as price lists and literature they use when working with your products, data sheets and information on best practices for system integrators, product offers that you sell to partners and to the general public, and other types of master data, such as FAQs and solutions. Public catalogs are visible to self-registered partners out of the box, if the catalog's Type field has the value Partner. To use access control to make other master data visible to individual partners, add the individual partners to user lists, add these user lists to access groups, and associate the access groups with the appropriate categories. These can be categories that are also associated with partner companies, or they can be categories you create specifically for individual partners. For more information about assigning data to organizations and categories, see Security Guide for Siebel eBusiness Applications. For more information on creating and assigning product offers, see Siebel Marketing Guide. For more information on creating and assigning literature and other master data, see Applications Administration Guide. NOTE: The following procedure shows how to assign literature to individual partners. Assign other types of master data in the same way, but use the other view tabs under the category, instead of the literature view tab. To associate literature with a category
Controlling the Screens Visible to Individual PartnersBy default, individual partners can see selected views in these screens:
In the seed data, the responsibility for individual partners is Self-registered Partner Agent. You can see the views available to individual partners by showing the views that are associated with this responsibility. You can also make views in other screens visible to individual partners by associating them with this responsibility. If you want to add a new responsibility or add new views to an existing responsibility, talk to your system administrator. For more information about responsibilities, see Security Guide for Siebel eBusiness Applications. NOTE: Do not give the Self-registered Partner Agent responsibility visibility to views in screens such as Opportunities, Service Requests, Activities, or other screens that let you share transactional data with partners. Only partner companies should be able to view these screens. |
Siebel Partner Relationship Management Administration Guide |