Security Guide for Siebel eBusiness Applications > User Administration > Registering Users—Delegated Administration >

Registering Partner Users


A delegated administrator using a partner application, such as Siebel PRM Partner Portal, has a position in a partner division. The delegated administrator can only assign to a new partner user a position from those included in the partner organization to which the partner division belongs.

A partner user must have a position in a partner organization to be associated with that organization or to belong to position-based teams, such as opportunity or account teams. A delegated administrator in a partner company can assign a position to a new partner user from the following sources:

A delegated administrator only has responsibilities available for assigning to partner users that your host company associates with the delegated administrator's partner organization. An administrator at your company associates partner organizations with responsibilities using an employee application such as Siebel Partner Manager.

A delegated administrator must do two tasks to provide a new partner user with access to the database:

To register a new partner user (by a delegated administrator)

  1. Log into a partner application, such as Siebel PRM Partner Portal, that implements delegated administration, and then choose Site Map > Administration > User Administration.
  2. The Users list appears, displaying partner users in the delegated administrator's organization.

  3. In the Users list, click New.
  4. A More Info form appears, similar to the one shown below.

    Click for full size image

  5. Complete the fields in the Users form, and then click Save. Use the following guidelines.
  6. Field
    Guideline
    Last Name
    Required.
    First Name
    Required.
    User ID
    Required to allow the user to log in. The security adapter identifies the user in the database with this field value. Depending on how you configure your security adapter, the user may log in with this ID.
    Password
    Optional (required for some authentication implementations).
    Required to allow the user to log in. For security adapter authentication, the password is propagated to the user directory. For database authentication, the password is propagated to the database.
    Position
    If you assign multiple positions, the position you specify as Primary is the position the partner user assumes when he or she logs in.
    Work Phone #
    Home Phone #
    Fax #
    Pager #
    The application interprets digits only in these telephone number entries. The user can enter any separators.

  7. Click Save.
  8. The new partner user record appears in the Users list.

The delegated administrator separately assigns a responsibility to a new registered partner user.

To assign a responsibility to a partner user (by a delegated administrator)

  1. Log into a Siebel partner application that implements delegated administration, and then choose Site Map > Administration > User Administration.
  2. Click the Responsibility view tab.
  3. The Responsibility list appears. If the delegated administrator who creates this user has a value in their New Responsibility field, then that responsibility is assigned to this user by default.

  4. On the Responsibility list, click the menu button, and then choose New Record.
  5. The Add Responsibilities list appears.

  6. Pick one or more responsibilities, and then click OK. For information about seed responsibilities provided for assigning to partner users, see Seed Data.
  7. The new responsibility appears in the Responsibility list.

  8. In the Users list, click Save.

For information about the New Responsibility field, see New Responsibility Field.


 Security Guide for Siebel eBusiness Applications 
 Published: 23 June 2003