| 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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Delegated administration allows partners to enter and maintain information about users and about their organizations, positions, responsibilities, and communication profiles, to reduce the administrative work that the brand owner must do.
Delegated administration also gives partners more flexibility to associate users with the appropriate organization, responsibility, and position, and to create or modify product catalogs and literature catalogs.
Partners have the ability to do the following:
When you register a new partner company, you create an organization for that partner company. You can also use the Administration - Group screen to create suborganizations under that partner organization. For more information, see "Setting Up the Organization Structure for Siebel PRM".
When you create a partner company, you add at least one user and you add positions and responsibilities used by that company. For more information, see "About Enrolling New Partner Companies".
Delegated administrators can reduce your administrative burden by adding and maintaining users at the partner company. To add a user, they must associate the user with one or more positions and one or more responsibilities.
Because responsibilities control which views a user can view, delegated administrators are not allowed to create new responsibilities. The delegated administrator can associate users with responsibilities that you created.
Delegated administrators can create new positions, as described "Adding Positions". In most implementations of Siebel Business Applications, each employee has a different position, so it is also necessary to create new positions when you add new employees. For more information about adding users, see "Adding User Assignments at the Partner Company". For more information about responsibilities, see "Assigning Responsibilities to the Partner Company". For more information about positions, see "Assigning Positions to the Partner Company".
A delegated administrator at a partner company can:
Add and maintain users
Add and maintain positions
Associate users with organizations or suborganizations
For the partner to use suborganizations, the brand owner must create the suborganizations under that partner organization.
Positions control which data users see in the My and My Teams views:
In My views, users see the data for their own position. For example, in the My Opportunities view, users see all the opportunities where their position is on the sales team.
In My Team views, managers see the data for their own position and for all of their reports. For example, in the My Team's Opportunities view, managers see all the opportunities where their position or their reports' positions are on the sales team.
When delegated administrators create new positions, they specify a name and a parent position for each position. The parent position is the position of the manager whose team this employee is on.
In most implementations of Siebel Business Applications, each employee has a different position. For example, rather than one position named Sales Representatives, there would be positions named Sales Representative 100, Sales Representative 101, and so on. Then in the My Opportunities view, sales representatives would only see opportunities where they are on the sales team; they would not see all opportunities where any sales representative is on the sales team.
Therefore, delegated administrators generally must add new positions for new users. The position must be added before the user is added.
To add a new position at the partner company
The partner delegated administrator navigates to the Administration screen, then the Organization Explorer view.
In the Organization Explorer, the partner clicks the arrow next to the organization to which the position is being added.
Hyperlinks for Organizations, Positions, and Users appear under this organization.
The partner clicks the Positions link under the organization.
In the Positions list, the partner clicks New.
In the Positions form, the partner enters information about the new position and clicks Save.
In most implementations of Siebel Business Applications, each employee has a different position, as described in the previous topic. After you have added the position for the new user, you can add the record for the new user.
To add a new user at the partner company
The partner delegated administrator navigates to the Administration screen, then the Organization Explorer view.
In the Organization Explorer, the partner clicks the arrow next to the organization to which the user is being added.
Hyperlinks for Organizations, Positions, and Users appear under this organization.
The partner clicks the Users link under the organization.
The Users list appears.
In the Users list, the partner clicks New.
In the Users form, the partner enters information about the new user (including position) and clicks Save.
When new users are added, the delegated administrator adds them to an organization, as described in the previous topic. The delegated administrator can also associate existing users with different organizations and suborganizations than the ones which with they were initially associated, thus changing the data that is visible to them.
Suborganizations can be used to control data visibility within the partner company. They are also important to partner collaboration. Partner collaboration allows partners to share information with organizations and suborganizations in other partner companies, and partners can associate employees with the appropriate suborganization so they can view the data they need.
The brand owner must set up this structure of suborganizations under the partner organization. For more information about organizations, see "Setting Up the Organization Structure for Siebel PRM".
A user can be associated with more than one organization. If a user is already associated with an organization and the partner wants the user to be associated with a different organization, the partner must delete the user's existing position as well as add the position in the new organization. If the existing position is not deleted, the partner is still associated with the first organization as well as with the second.
The delegated administrator associates the user with the organization by giving the user a position in that organization. If the position does not already exist, then before performing the following procedure, the delegated administrator must create it, as described in "Adding Positions".
Though the user has visibility to the data in the organization with which the position is associated, the delegated administrator still sees this user's name listed under the user's original organization.
To associate a user's position with an organization or suborganization
The partner delegated administrator navigates to the Administration screen, then the Organization Explorer view.
The partner clicks the arrow next to the organization or suborganization that the user is currently in.
The partner clicks the Users link under that organization.
In the Users list, the partner clicks the name of the user to be associated with an organization.
The Users form appears, with information about that user.
The partner clicks the Multiple Select button for the Position field.
The Positions Occupied dialog box appears.
If the partner does not want the user to be associated with the earlier organization, only with the new one, then in the Positions Occupied dialog box, the partner selects the user's existing position and clicks Delete.
In the Positions occupied dialog box, the partner clicks New.
In the Add Positions dialog box, the partner clicks a position associated with the organization with which this partner is associated and clicks OK.
In the Positions occupied dialog box, the partner clicks OK.
The user can see the data visible to the organization with which this position is associated.
The partner-delegated administrator can add products or literature to catalogs.
Partners might do this for a number of reasons. For example, if a partner sells products that are complementary to the brand owner's products, the partner can add these to the product catalog and add literature about them to the literature catalog. Then, their product and literature catalog support the complete solution that they provide to customers.
Partners might also want to create their own catalogs and use them for selling products and managing literature.
The brand owner must create the catalog, even if it has no items in it. The partner can then add items to it.
The partner can see all the master data that the brand owner has associated with the catalog, but the partner can only add products and literature. For more information about creating catalogs, see "Assigning Master Data to the Partner Company". For more information about pricing, see Siebel Pricing Administration Guide.
Delegated administrators can use the following procedure to add items to catalogs.
To add items to catalogs
The partner-delegated administrator navigates to the Administration - Catalog screen.
In the Catalogs list, the partner drills down on the name of the catalog to which items are being added.
In the Categories list, the partner does either of these actions:
Selects an existing category to which the item is being added
Clicks New and enters information about a new category to which the item is being added
The partner clicks either the Products or the Literature view tab.
To add an existing product:
The partner clicks the Products view tab.
In the Products list, the partner selects New Record from the drop-down menu.
In the Add Internal Products dialog box, the partner queries to find an existing product, and clicks Go.
The partner selects the existing product to be added and clicks OK.
The partner associates the product with a price list, as described in 7.
To add a new product:
The partner clicks the Products view tab.
In the Products list, the partner selects New Record from the drop-down menu.
In the Add Internal Products dialog box, the partner clicks Go to runs an empty query.
In the Add Internal Products dialog box, the partner clicks New.
In the Products form, the partner enters information about the product and clicks Save.
The partner associates the product with a price list, as described in 7.
To associate a product with a price list:
After adding the product, the Partner clicks its name in the Product list.
The Product form appears, with the Price Lists list below it.
In the Price Lists list, the partner clicks New.
In the Add Price Lists dialog box, the partner selects a price list and clicks OK.
In the Price Lists list, the partner enters a price for the product in the List Price field.
To add a new literature item:
The partner clicks the Literature view tab.
In the Literature list, the partner clicks New.
In the name field of the new record, the partner clicks the Single Select button.
The partner uses the dialog box to select the file that contains the literature.
Delegated communication administration uses two screens, the Communication Administration screen and the Communication Profile view of the User Profile screen.
The Siebel PRM Portal's Communication Administration screen allows the delegated administrator to view communications drivers, such as the drivers used for email. Each driver has parameters that specify how it behaves. For example, the parameters for an email driver might allow the administrator to choose whether the message is in plain text, whether the From address is required, whether messages are deleted after being processed, and other parameters.
The drivers and parameters in Siebel PRM Portal.
After these drivers have been set up, the Siebel PRM Portal's User Profile screen allows the delegated administrator to associate drivers with partner employees, to specify which drivers each employee uses.
In the User Profile screen, the delegated administrator can also override the default parameters for individual users. For example, for an email driver, the parameter set in the Communication Administration screen might specify that all messages are plain text. In the User Profile screen, the administrator might override this for specific users to allow them to view HTML messages. For more information about communication administration, see Siebel Communications Server Administration Guide.
Delegated administrators can use the following procedure to add or set up drivers and parameters.
To set up drivers and parameters
The partner-delegated administrator navigates to the Administration - Communication screen.
In the Communications Drivers list, the partner selects a driver.
In the Driver Parameters list, the partner modifies the parameters for that driver by specifying whether parameters are required and specifying the default value of parameters.
Delegated administrators can use the following procedure to associate a driver with a partner employee.
To associate a driver with partner employees
The partner delegated administrator navigates to the User Profile screen, then the Communication Profile view.
In the Profiles list, the partner clicks New.
In the Name field of the new record, the partner enters a user's name.
In the Driver field of the new record, the partner clicks the Single Select button and selects a driver.
Optionally, to override default parameters for that driver, in the Profile Parameter Overrides list, the partner selects names of parameters and enters new values for the parameters.
