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Siebel Partner Relationship Management Administration Guide > Managing Partner Commerce >
Setting Up Partners for Standard, Power, and Personal Commerce
Whether partner employees use standard partner commerce, power partner commerce, or personal partner commerce views depends on their responsibilities and roles:
- Responsibility. Controls which views the partner can use. You assign partners a responsibility that allows them to access the standard partner commerce views or a responsibility that allows them to access the power partner commerce views.
- Role. Controls which options the partner gets in the Quotes home page and the Orders home page. The task applets in these home pages are driven by roles.
To set up a partner employee as a standard partner commerce user
- Navigate to the User Administration screen.
- In the Employees list, select the record for the partner.
- In the More Info form, click the show more button.
- In the More Info form, in the Responsibility field, click the select button.
- In the Responsibilities dialog box, click New.
- In the Add Responsibilities dialog box, select the responsibility named "Partner Commerce Standard User," click OK to add it to the user's responsibilities, and then click OK in the Add Responsibilities dialog box.
- In the More Info form, in the Roles field, click the select button.
- In the Roles dialog box, click New.
- In the Add Roles dialog box, select the role named "Partner Commerce Standard User," click OK to add it to the user's roles, and then click OK in the Add Roles dialog box.
To set up a partner employee as a power partner commerce user
- Navigate to the User Administration screen.
- In the Employees list, select the record for the partner.
- In the More Info form, click the show more button.
- In the More Info form, in the Responsibility field, click the select button.
- In the Responsibilities dialog box, click New.
- In the Add Responsibilities dialog box, select the responsibility named "Partner Commerce Power User," click OK to add it to the user's responsibilities, and then click OK in the Add Responsibilities dialog box.
- In the More Info form, in the Roles field, click the select button.
- In the Roles dialog box, click New.
- In the Add Roles dialog box, select the role named "Partner Commerce Power User," click OK to add it to the user's roles, and then click OK in the Add Role dialog box.
To set up a partner employee as a personal partner commerce user
- Navigate to the User Administration screen.
- In the Employees list, select the record for the partner.
- In the More Info form, click the show more button.
- In the More Info form, in the Responsibility field, click the select button.
- In the Responsibilities dialog box, click New.
- In the Add Responsibilities dialog box, select the responsibility named "Partner Commerce Personal User," click OK to add it to the user's responsibilities, and then click OK in the Add Responsibilities dialog box.
- In the More Info form, in the Roles field, click the select button.
- In the Roles dialog box, click New.
- In the Add Roles dialog box, select the role named "Partner Commerce Personal User," click OK to add it to the user's roles, and then click OK in the Add Roles dialog box.
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Siebel Partner Relationship Management Administration Guide Published: 18 April 2003 |