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

1. Add employees for the partner organization:
   1. Navigate to the Administration - User screen.
   2. In the Users list, click New.
   3. Enter information using values from the following table.

      Last Name	First Name	Job Title	User ID	Responsibility
      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.

2. Register the partner and promote it to an organization:
   1. Navigate to the Administration - Partner screen, and then the Qualified Partner screen.
   2. In the Qualified Partners list, click New, and then enter values from the following table.

      Field	Value
      Name	San Francisco Real Estate

   3. Click Register.
   4. In the Register Partner form, set values using information from the following table, and then click Save.

      Field	Value
      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.

3. In the Registered Partners list, in the Name field, click the San Francisco Real Estate link.
4. In the Responsibilities list, click Menu, choose the New Record menu item, and then set values using information from the following table.

   Field	Value
   Responsibility	NREC Partner Agent

5. Click the Positions tab, click New, and then set values using information from the following table.

   Field	Value
   Division	San Francisco Real Estate
   Position	NREC Partner Agent

6. Click the User Assignments tab, click New, and then set values using information from the following table.

   Field	Value
   Last Name	Singh
   First Name	Maya
   Job Title	NREC Partner Agent