Siebel Analytics Installation and Configuration Guide > Applications User Authentication and Security Setup > Siebel eBusiness Applications Security >
Partner Relationship Management Security
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 dashboard 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 section 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 Dashboard Mapping
Table 16 provides the dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Manager application.
Table 16. 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
|
Partner Portal Role-Based Dashboard Mapping
The dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Portal application are shown in Table 17.
Table 17. 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 the section Applications User Authentication and Security Setup.
The subject area visibility for responsibilities in Partner Manager are shown in Table 18.
Table 18. 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
|
4
|
4
|
4
|
4
|
Assets
|
4
|
4
|
4
|
|
Campaigns
|
4
|
4
|
4
|
4
|
Consumers
|
4
|
4
|
4
|
4
|
Customer Satisfaction
|
4
|
4
|
4
|
|
Customers
|
4
|
4
|
4
|
4
|
Orders
|
4
|
4
|
4
|
4
|
Partner Training
|
4
|
4
|
4
|
|
Partners
|
4
|
4
|
4
|
4
|
Pipeline
|
4
|
4
|
4
|
4
|
Pricing
|
4
|
4
|
4
|
4
|
Products
|
4
|
4
|
4
|
4
|
Real-Time Activity
|
|
|
|
|
Real-Time Assets
|
|
|
|
|
Service Requests
|
4
|
4
|
4
|
|
|
The subject area visibility for roles in Partner Portal is shown in Table 19.
Table 19. 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
|
4
|
4
|
4
|
4
|
4
|
4
|
Assets
|
4
|
4
|
|
|
4
|
4
|
Campaigns
|
4
|
4
|
|
|
|
|
Consumers
|
4
|
4
|
|
|
|
|
Customer Satisfaction
|
4
|
4
|
|
|
4
|
4
|
Customers
|
4
|
4
|
4
|
4
|
4
|
4
|
Orders
|
4
|
4
|
4
|
4
|
4
|
4
|
Partner Training
|
4
|
4
|
4
|
4
|
4
|
4
|
Partners
|
4
|
4
|
|
|
|
|
Pipeline
|
4
|
4
|
4
|
4
|
|
|
Pricing
|
|
|
|
|
|
|
Products
|
4
|
4
|
4
|
4
|
4
|
4
|
Real-Time Activity
|
|
|
|
|
|
|
Real-Time Assets
|
|
|
|
|
|
|
Service Requests
|
4
|
4
|
|
|
4
|
4
|
4 indicates that subject area is visible for the user holding that responsibility
|
PRM 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 section Applications User Authentication and Security Setup.
Table 20 shows the data-level security settings included for the responsibilities in Partner Manager and Partner Portal.
By default, Partner Service Representative and Sales Representative have been set up for Primary position-based security. Some deployments may choose to change it to Organization-based security, using the following procedure.
To change the security group from Position-based to Organization-based
- In the Siebel Analytics Administration Tool, go to Tools > Manage Security.
- Click on Hierarchy.
- Make the two security groups (Partner Service Representative and Partner Sales Representative) members of the Primary Org-Based group.
- Remove the groups from the Primary Position-Based group.
- Exit the Administration Tool.
Table 20. 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.
|