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Siebel Partner Relationship Management Administration Guide > Working With New Partners > Enrolling New Partner Companies >
Adding User Assignments at the Partner Company
As the final step in adding a new partner company, use the User Assignments view to add partner employees as Siebel PRM users. You can also use this screen to update positions, responsibilities, and logins for existing users.
Siebel PRM lets you add two types of partner employees:
- End Users. You can add the employees in your partner company as end users.
- Delegated Administrators. You can designate one or more employees at the partner company as delegated administrators, who can then add new users at the partner company and assign them responsibilities you have created for this partner company. The delegated administrator can also perform routine maintenance tasks, such as modifying user records. A delegated administrator must have a responsibility that includes the views used for delegated administration. In the seed data, this responsibility is Partner Operations Manager.
Delegated administrators can also give employees at their company the responsibility of delegated administrators. Therefore, you can add the person who submitted the application for a partner company as a delegated administrator, and then that delegated administrator can add other employees at the partner company as delegated administrators, who will actually enter the users.
After the delegated administrator has added partner employees, you can view them using the Siebel Partner Manager.
For more information on adding users and delegated administrators, see Setting Up Siebel PRM.
NOTE: If you are using delegated administration, you must make at least one partner employee a delegated administrator. In the User Assignments view, edit the user's record and enter a position and responsibility for the user.
To display partner employees who are Siebel PRM users
- Navigate to the Partner Administration screen.
- From the Show drop-down list, choose Registered Partners.
- In the Partners list, select the record for the partner company whose employees you want to view.
- Click the User Assignments view tab.
The User Assignments view appears. The following information will be entered for the person who applied to be a partner and for any other partner employees who have been added:
Field Comments Name fields The first and last name and title (such as Mr. or Ms.). Job Title The user's job title. Positions The user's position or positions. Responsibilities The user's responsibility. User ID and Password The login name and password that the user uses to log into the Siebel Partner Portal. Password is only accessible if LDAP has been set up. Time Zone The user's time zone. Role Select the user's role. For more information about roles, see Administering Roles.
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Siebel Partner Relationship Management Administration Guide Published: 18 April 2003 |