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

Creating Partner Roles

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

Complete the steps in the following procedure to create a partner role.

To create a partner role

1. In Oracle CRM On Demand, click Admin, User Management and Access Controls, and then Role Management.
2. Click the Copy link on an existing role that is similar to the role that you want to create.

   For example, to create the Channel Manager role, copy the PRM Administrator role. To create the Partner Sales Representative role, copy the Field Sales Representative role.

   NOTE:  The Partner Administrator role is usually created by copying the Partner Sales Representative role after that role is fully set up. For information about the settings for the Partner Administrator role, see Role Settings for the Partner Administrator Role.

   The Role Management Wizard opens.

3. In Step 1 of the Role Management Wizard, enter the role name (for example, Channel Manager) and a description.
4. In Step 2 of the Role Management Wizard (Record Type Access) change the settings for the role, as necessary. For more information, see the following:
   • For more information on typical access settings for the Channel Manager role, see Record Type Access for the Channel Manager Role.
   • For more information on typical access settings for the Partner Sales Representative role, see Record Type Access for the Partner Sales Representative Role.
5. In the Role Management Wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the role.
6. In the Role Management Wizard, go to Step 4 (Privileges), and change the settings for the role, as necessary. For more information, see the following:
   • For more information on typical privilege settings for the Channel Manager role, see Privileges for the Channel Manager Role.
   • For more information on typical privilege settings for the Partner Sales Representative role, see Privileges for the Partner Sales Representative Role.
   • For more information on typical privilege settings for the Partner Administrator role, see Role Settings for the Partner Administrator Role.
7. In the wizard, go to Step 5 (Tab Access & Order), and change the settings for the role as needed. For more information, see the following:
   • For more information on typical tab settings for the Channel Manager role, see Tab Access and Order for the Channel Manager Role.
   • For more information on typical tab settings for the Partner Sales Representative role, see Tab Access and Order for the Partner Sales Representative Role.
8. In the wizard, go to Step 6 (Page Layout Assignment), and assign a page layout to each record type. For more information, see the following:
   • For more information on typical page layout assignments for the Channel Manager role, see Page Layouts Assigned to the Channel Manager Role.
   • For more information on typical page layout assignments for the Partner Sales Representative role, see Page Layouts Assigned to the Partner Sales Representative Role.
9. In the wizard, go to Step 7 (Search Layout Assignment), and assign a search layout to each record type.

   For information about setting up search layouts, see Oracle CRM On Demand Online Help.

10. In the wizard, go to Step 8 (Homepage Layout Assignment), and assign a home page layout for each record type.

    For information about setting up layouts, see Oracle CRM On Demand Online Help.

11. Click Finish.