| Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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| Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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Any user who wants to register for a user ID must be a company or an employee of a partner company only; individual users cannot apply for a user ID.
Eligible users can apply in the following ways:
Use the following procedure to register for a user ID as an employee of an existing partner company.
To register as an employee of an existing partner company (partner)
On the Siebel PRM Portal home page, click the Register for a User ID (for employees of existing partner companies only) link.
Type in your company identifier code in the Company Identifier field.
If you do not know the company identifier, you can look it up. For more information, see "Setting Up a Partner Company Identifier."
Type in your personal information in the fields in the Personal Information form, and type in your contact information in the fields in the Contact Information form.
Read the Terms and Conditions page and click I Agree.
A Thank You message appears and you are registered.
A company that wants to be a partner must register online on the Siebel PRM Portal.
Use the following procedure to apply for a partnership for your company.
To apply for partnership for your company (partner)
On the Siebel PRM Portal home page, click on the Apply for Partnership (for your company) link.
Complete the Partnership Application form.
Click Next at the bottom of each page to continue.
Read the Terms and Conditions page and click I Agree, and then click Finish to complete the registration process.
A Thank You message appears and you are registered.
Use the following procedure to register for a user ID as an employee of an existing partner company.
To register as an employee of an existing partner company (partner)
On the Siebel Partner Portal home page, click the New User of an Existing Partner link.
Type in your company identifier code in the Company Identifier field.
If you do not know the company identifier, you can look it up. For more information, see "Setting Up a Partner Company Identifier."
Type in your information in the fields in the New User Registration form.
If your address is same as your Company Address, select the Same as Company Address check box to copy the company address to address fields.
Read the Terms and Conditions page and click I Agree.
Select Register to complete the registration.
A company that wants to be a partner must register online on the Siebel PRM Portal.
Use the following procedure to apply for a partnership for your company.
To apply for partnership for your company (partner)
On the Siebel Partner Portal home page, click the New Partner link.
Complete the Partnership Application form.
Click Next.
Complete the New User Registration Form.
Read the Terms and Conditions page and click I Agree.
Select Register to complete the registration.
When people who are registered as individual partners log in to Siebel PRM, they view the individual partner home page.
This page uses Siebel Personalization to greet individual partners by name, and it includes links to information such as products available to individual partners. You can customize this home page.
Three factors determine what individual partners see when they use Siebel PRM:
Access Group. You give your partners visibility to master data by associating this data with access groups.
Responsibility. In Siebel Business Applications, the screens and views that users can see are determined by their responsibility. Siebel PRM has one responsibility for individual partners, which is called Self-Registered Partner Agent. Individual partners can see screens and views assigned to this responsibility.
Personalization. In Siebel Business Applications, the views that users see and the data they see can be controlled using personalization, which determines what is visible to users based on global variables (such as the global variable that determines whether the user is anonymous) and based on many profile attributes, such as the user's organization, age, or geography.
To control individual partners' access to data, go through the following process:
Assign other master data to individual partners.
Optionally, control the screens and views individual partners can see.
Organization is not used to limit data that individual partners can see, because organizations are used primarily for transactional data, and individual partners do not have access to transactional data. Individual partners are entered as contacts in the brand owner company's default organization.
Siebel business Applications work with two types of data:
Master (or Referential) Data. This is data that users can only read, such as sales literature and service solutions. It is usually assigned to groups of users through access groups.
Transactional Data. This is data that users can create, read, edit, and delete, such as opportunities, accounts, contacts, and service requests. It can be assigned to individuals, to groups of individuals (such as a sales team), or to organizations. You cannot share transactional data with individual partners, only with partner companies.
Individual partners cannot view transactional data, but you can allow them to view master data. It might be useful for individual partners to view master data such as price lists and literature they use when working with your products, data sheets and information on recommended practices for system integrators, product offers that you sell to partners and to the general public, and other types of master data, such as FAQs and solutions.
Public catalogs are visible to self-registered partners out of the box, if the catalog's Type field has the value Partner.
To use access control to make other master data visible to individual partners, add the individual partners to user lists, add these user lists to access groups, and associate the access groups with the appropriate categories. These can be categories that are also associated with partner companies, or they can be categories you create specifically for individual partners. For more information about assigning data to organizations and categories, see Siebel Security Guide. For more information on creating and assigning product offers, see Siebel Marketing User Guide. For more information on creating and assigning literature and other master data, see Siebel Applications Administration Guide.
The following procedure shows how to assign literature to individual partners. Assign other types of master data in the same way, but use the other view tabs under the category, instead of the literature view tab.
To associate literature with a category (brandowner)
Navigate to the Administration - Catalog screen and click the appropriate catalog.
A Categories list appears that shows the categories in that catalog.
Select the appropriate Category.
Click the Literature view tab, and add a new record.
The Add Literature dialog box appears.
If necessary, use a query to find the literature you are looking for.
Select literature that you want to associate with the category, and click OK.
The literature is associated with the category and is visible to individual partners.
By default, individual partners can see selected views in these screens:
Home
User Profile
Infocenter
Offers
Partner Locator
Partner Alerts
Search
Self-Service
Auctions Lister Area
Sales Catalog, Shopping Cart, Orders, and Saved Quotes
Training
In the seed data, the responsibility for individual partners is Self-Registered Partner Agent. You can see the views available to individual partners by showing the views that are associated with this responsibility. You can also make views in other screens visible to individual partners by associating them with this responsibility.
If you want to add a new responsibility or add new views to an existing responsibility, talk to your system administrator. For more information about responsibilities, see Siebel Security Guide.
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Caution: Do not give the Self-Registered Partner Agent responsibility visibility to views in screens such as Opportunities, Service Requests, Activities, or other screens that let you share transactional data with partners. Only partner companies must be able to view these screens. |
The sample data distributed with Siebel PRM uses workflows to automatically send email when new individual partners register to thank them for registering. This email works like a mail-merge letter; it is based on a form-letter template, and it is personalized using information that the partners filled out when they registered.
You must modify the form letter template included in the sample data to use your own company name. You might also want to modify it in other ways.
To modify the email template you must modify the workflow process. Ask your system administrator for details.
The name of the workflow is Prospect Registration eChannel.
