Bookshelf Home | Contents | Index | PDF | ![]() ![]() |
Siebel Partner Relationship Management Administration Guide > Sharing Data with Partners > Sharing Transactional Data with Partners > Assigning Customer Accounts to a PartnerYour partners must have information about your customers to sell or provide service to them. You assign customer accounts to partners in order to give them this information. Employees of a partner company can also add new accounts themselves, and these added accounts are visible to you as well as to the partner company. If you assign a customer company to a partner organization rather than to an individual partner employee, the assigned account appears in the All Accounts view when partners access Siebel PRM through the Web, but does not appear in the My Accounts view for any individual. An employee at the partner company who has access to the All Accounts view must get the information and assign it to an employee. For more information about working with accounts, see the chapter on accounts in Siebel Applications Administration Guide. NOTE: If you want to view the account in the Partner Operations screen, you must assign the account to the partner organization. You can also assign it to an individual. To assign a customer account to a partner employee
Use the following procedure to assign a customer account to a partner company. To assign a customer account to a partner company
Use the following procedure to view all the accounts of a partner company. To view all the accounts of a partner company
Use the following procedure to work with the customer accounts of a partner. |
![]() ![]() |
Siebel Partner Relationship Management Administration Guide | Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |