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Defining Partner Responsibilities

Responsibilities specify which views users can access.

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

If you are using delegated administration, you make one partner employee the delegated administrator by assigning that employee the responsibility of Partner Operations Manager, which lets that partner employee see the delegated administration views of the Siebel Partner Portal. Then, while adding employees, the delegated administrator assigns them responsibilities that you have created.

An employee in your company, usually your system administrator, must create the responsibilities. To make sure that partner users are not given access to inappropriate data, delegated administrators at partner companies cannot create responsibilities. They can only select from the list of responsibilities that you have given them access to.

You use the Responsibilities view of the Application Administration screen to create responsibilities.

In the seed data that is distributed with Siebel PRM, all responsibilities on the Siebel Partner Manager side begin with "Channel," and all responsibilities on the Siebel Partner Portal side begin with "Partner." The responsibilities included in the seed data are shown in Table 1 and Table 2.

Table 1. Responsibilities in Siebel PRM Seed Data With Views in Siebel Partner Portal
Responsibility
Description
Partner Operations Manager
The main administrative role in the partner company, with access to the Delegated Administration views and most other views in the Partner Portal. This responsibility will be given to a small number of users in the partner company.
Partner Relationship Manager
Manager at the partner company responsible for daily interactions with the brand owner. Has access to all views in the Partner Portal except administrative views, such as the Delegated Administration views.
Partner Sales Manager
Sales manager at the partner company. Has access to the My and My Team's views of all sales related screens, but not to service screens.
Partner Sales Rep
Sales agent at the partner company. Reports to Partner Sales Manager. Has access to the My Views of all sales related screens.
Partner Service Manager
Service manager at the partner company. Has access to My and My Team's views of all service related screens, but not to sales screens.
Partner Service Rep
Service agent at the partner company. Reports to Partner Service Manager. Has access to My Views of all service related screens.
Self-Registered Partner Agent
Self-registered partner. Has access to a limited set of views on the Siebel Partner Portal. Does not have access to views that display transactional data such as Opportunities, Accounts, Contacts or Orders.
Unregistered Partner Agent
Anonymous browser.

Table 2. Responsibilities in Siebel PRM Seed Data With Views in the Siebel Partner Manager
Responsibility
Description
Channel Executive
Channel executive at the brand owner. Has access to all views for sales, service, and marketing, including all across organizations views. Also has access to partner sales, service and marketing analysis views, and to revenues, forecasting, incentive compensation, CHAMP and reports and charts.
Channel Partner Manager
Manager at the brand owner company responsible for daily interactions with the partner. Has access to My and My Teams views of all sales and service related screens, to CHAMP screen, to incentive compensation screen, and to forecasting screen.
Channel Marketing Manager
Manager at the brand owner company responsible for marketing activities. Has access to all marketing related views, including marketing administration views and other related views, such as views in the MDF, Contacts, and Opportunities screens.
Channel Operations Manager
System administrator at the brand owner company responsible for setting up and maintaining Siebel PRM. Has access to all administration screens.

Some views used to display the calendar of the Siebel Partner Portal are different for high interactivity and for standard interactivity:

When you are creating or modifying responsibilities for partners, use the appropriate view, depending on whether partners use standard interactivity or high interactivity.

For more information about responsibilities, see Security Guide for Siebel eBusiness Applications.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003