Siebel Partner Relationship Management Administration Guide > Siebel Group Portal >

Adding New Partners

Working with New Partners describes the process of adding new partners. There are two important differences when you add new employer group companies as users of the Siebel Group Portal:

• Add partner companies directly rather than recruiting them through the Web.
• Always add a delegated administrator at the partner company.

Add Partner Companies Directly

In Siebel PRM, companies typically apply to become partners by registering at the Siebel Partner Portal. The information that they enter when they register is stored in a Prospective Partner record. When the brand owner approves them, the Prospective Partner record is converted to a Partner record.

This model of partner registration does not apply to Group Portal. Employer groups would be sold group policies in the usual way, before they began to use the Group Portal.

For this reason, the topic about Registering Individual Partners in Setting Up Siebel PRM does not apply to Siebel PRM.

In addition, the process of adding new partners in Siebel Group Portal is different from the process of adding new partners in Siebel PRM. In the setup chapter of Siebel Partner Relationship Management Administration Guide, the enrollment process begins with the following two steps:

• Displaying and Assessing Prospective Partner Companies. Begin by displaying the list of prospective partners recruited through the Web and deciding which to approve as partners.
• Adding a Partner Record by Qualifying a Partner Company. You typically add a Partner record by qualifying a prospective partner in this list.

These two steps do not apply if the partner did not register on line, and they must be replaced by the following:

• Recruit new partners. Recruit partners in the same ways that you have in the past, without using Siebel Group Portal.
• Add a Partner record. Add a record for the new partner directly in the Partner Administration screen, in the Approved Partner view, or import the partner record using EIM. For information about adding a new Partner record directly, see Other Ways of Adding Partner Records.
• Click Register to create the partner organization. This is similar to the task described in Registering the Partner Company except that you can choose a parent organization for the new partner, rather than just being able to choose a parent division.
• After registering, the rest of the process of adding a new partner in Siebel Group Portal is similar to Siebel Partner Portal, as described in Process of Enrolling a New Partner Company.

  NOTE:  When you add a record in the Approved Partner view, you have not yet created the partner company. You have just added an Account record with Partner in the Partner Type field. You create the partner company when you click Register, creating an Organization record representing the partner in addition to the Account record.

Add Delegated Administrators

In Setting Up Siebel PRM one of the final steps of the process of adding a new partner is to add user assignments at the partner company. In this topic, it says you can add the users at the partner company yourself, or you can add a delegated administrator at the partner company who adds other users there.

In Siebel Group Portal, you would always add a delegated administrator at the partner company.

One of the key benefits of Siebel Group Portal is that it lets you add only the employer group administrator at the employer group company. The employer group administrator does the rest of the work of adding and maintaining information about the members at that company. If you prefer, you can add all the users yourself.