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

Adding Partner Users

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

A partner user is a user who has the Partner Organization field populated on her user record, and thus has access to the records for that partner organization. You can configure existing users to be partner users, and you can add new partner users.

Complete the following procedures to configure partner users. You must first configure the User Admin page layout, then set up a user as a partner user.

The following procedure describes how to configure the User Admin page layout.

To configure the User Admin page layout

1. In Oracle CRM On Demand, click Admin, and then click Application Customization.
2. In the Record Type Setup section, click User.
3. In the Page Layout Management section, click User Admin Page Layout.
4. In the User Admin Page Layout page, click the name link of the page layout that you want to change (that is, the page layout for the role given to users who can create and manage other users, typically the Administrator role).
5. Click the arrows to move the Partner Organization field to the section of the page where you want the field to appear.
6. Click Finish to save your changes.
7. Sign out of Oracle CRM On Demand and sign in again, to activate the changes.

The following procedure describes how to set up a user as a partner user.

To set up a user as a partner user

1. In Oracle CRM On Demand, click Admin.
2. In the User Management and Access Controls section, click User Management and Access Controls.
3. On the User Management and Access Controls page, click User Management.
4. On the User List page, do one of the following:
   • To add a new user, click New User.
   • To edit an existing user, click the Edit link beside the user name.
5. In the Partner Organization field on the User Edit page, click the lookup icon, and choose the partner organization with which the user is to be associated.
6. Save your changes.