Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Configuring Oracle CRM On Demand for Partner Relationship Management >

About Configuring Oracle CRM On Demand for Partner Relationship Management

This chapter provides suggested configurations for certain roles in Oracle CRM On Demand for Partner Relationship Management, including page layouts and access profiles for those roles. It also describes the following:

• How to configure books and workflow rules for Oracle CRM On Demand for Partner Relationship Management
• How to add and manage users (that is, partner users) for Oracle CRM On Demand for Partner Relationship Management

  Your company requirements might differ from the settings suggested in this chapter.

Configuring Oracle CRM On Demand for Partner Relationship Management for your company involves setting up user roles, users, books, and workflow rules.

The PRM administrator can set up as many roles as are required to support the brand owner's business processes. The configuration settings described in this chapter are the suggested settings for the following roles in Oracle CRM On Demand for Partner Relationship Management:

• Channel Manager role. You typically assign the Channel Manager role to one or more users in the brand owner company who are responsible for maintaining the relationship between the partner organizations and the brand owner company.
• Partner Sales representative role. The Partner Sales Representative role is suitable for users who are members of partner organizations. Users from partner organizations typically have access only to records that relate specifically to their partner organization.
• Partner Administrator role. You usually give the Partner Administrator Role to one or more users in a partner organization. These users have the responsibility for creating and editing the partner users of Oracle CRM On Demand. It is recommended that you set up this role in a similar fashion to the Partner Sales Representative role, but with some additional access. Some brand owners will choose not to use this role.

Your company might require roles other than those described in this topic. Before you begin your configuration tasks, do the following:

• Contact Customer Care to have Oracle CRM On Demand for Partner Relationship Management provisioned for your company, as described in Provisioning Oracle CRM On Demand for Partner Relationship Management.
• Determine the fields, page layouts, access profiles, and roles that you must configure to support your company's business needs. Your company requirements might differ from the settings suggested in this chapter.