Adding New Partners

Chapter 5, "Working with New Partners," describes the process of adding new partners.

In Siebel PRM, companies typically apply to become partners by registering at the Siebel Partner Portal. The information that they enter when they register is stored in a Prospective Partner record. When the brand owner approves them, the Prospective Partner record is converted to a Partner record.

This model of partner registration does not apply to Service Provider Portal. Service providers generally would not apply online to become part of a network of service providers used by an insurance company. They would be recruited before they use the Service Provider portal.

For this reason, the information about registering individual partners in Chapter 5, "Working with New Partners," does not apply to Siebel PRM.

In addition, the process of adding new partners in Siebel Service Provider Portal is different from the process of adding new partners in Siebel PRM. In Chapter 3, "Setting Up Siebel PRM," the enrollment process begins with the following two steps:

• "Displaying and Assessing Prospective Partner Companies". Begin by displaying the list of prospective partners recruited through the Web and deciding which to approve as partners.

• "Adding a Partner Record by Qualifying a Partner Company". You typically add a Partner record by qualifying a prospective partner in this list.

These two steps do not apply if the partner did not register on line, and they must be replaced by the following:

• Recruit new partners. Recruit partners in the same ways that you have in the past, without using Siebel Service Provider Portal.

• Add a Partner record. Add a record for the new partner directly in the Partner Administration screen, in the Approved Partner view, or import the partner record using EIM. For information about adding a new Partner record directly, see "Other Ways of Adding Partner Records".

• Click Register to create the partner organization. This is similar to the task described in "Registering the Partner Company" except that you can choose a parent organization for the new partner, rather than just being able to choose a parent division.

• After registering, the rest of the process of adding a new partner in Siebel Service Provider Portal is similar to Siebel Partner Portal, as described in "Process of Enrolling a New Partner Company".

  
  

  Note: When you add a record in the Approved Partner view, you have not yet created the partner company. You have just added an Account record with Partner in the Partner Type field. You create the partner company when you click Register, creating an Organization record representing the partner in addition to the Account record.