Developing and Deploying Siebel Business Applications > Installing Software, Adding Users, and Creating the Company Structure > Process of Creating the Company Structure >
Creating a Partner Organization
This task is a step in Process of Creating the Company Structure. For the NREC example, you register only one partner, San Francisco Real Estate. You create an organization and set up the company structure for this partner. For more information, see Siebel Partner Relationship Management Administration Guide. To create a partner organization
- Add employees for the partner organization:
- Navigate to the Administration - User screen.
- In the Users list, click New.
- Enter information using values from the following table.
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Singh |
Maya |
NREC Partner Agent |
MSINGH |
NREC Partner Agent |
Siebel CRM automatically adds the Siebel Administrator responsibility. When you add the NREC CEO responsibility, remove the Siebel Administrator responsibility.
- Register the partner and promote it to an organization:
- Navigate to the Administration - Partner screen, and then the Qualified Partner screen.
- In the Qualified Partners list, click New, and then enter values from the following table.
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Name |
San Francisco Real Estate |
- Click Register.
- In the Register Partner form, set values using information from the following table, and then click Save.
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Organization |
Contains a check mark |
Parent Organization |
NREC Organization |
If you click Save, then Siebel CRM adds the partner to the Registered partners list and creates an organization for the partner as a child of the parent NREC Organization.
- In the Registered Partners list, in the Name field, click the San Francisco Real Estate link.
- In the Responsibilities list, click Menu, choose the New Record menu item, and then set values using information from the following table.
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Responsibility |
NREC Partner Agent |
- Click the Positions tab, click New, and then set values using information from the following table.
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Division |
San Francisco Real Estate |
Position |
NREC Partner Agent |
- Click the User Assignments tab, click New, and then set values using information from the following table.
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Last Name |
Singh |
First Name |
Maya |
Job Title |
NREC Partner Agent |
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