Siebel CRM Partner Relationship Management Administration Guide Siebel 2018 E24800-01 |
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Whether partner employees use standard partner commerce, power partner commerce, or personal partner commerce views depends on their responsibilities.
Responsibility controls which views the partner can use. You assign partners a responsibility that allows them to access the standard partner commerce views or a responsibility that allows them to access the power partner commerce views.
To set up a partner employee as a standard partner commerce user
Navigate to the Administration - User screen, then the Employees view.
In the Employees list, drill down on the name of the partner.
In the More Info form, in the Responsibility field, click the Multiple Select button.
In the Responsibilities dialog box, add a new record.
In the Add Responsibilities dialog box, select the responsibility named "Partner Commerce Standard User," click OK to add it to the user's responsibilities, and then click OK in the Add Responsibilities dialog box.
Use the following procedure to set up a partner employee as a power partner commerce user.
To set up a partner employee as a power partner commerce user
Navigate to the Administration - User screen, then the Employees view.
In the Employees list, drill down on the name of the partner.
In the More Info form, in the Responsibility field, click the Multiple Select button.
In the Responsibilities dialog box, add a new record.
In the Add Responsibilities dialog box, select the responsibility named "Partner Commerce Power User," click OK to add it to the user's responsibilities, and then click OK in the Add Responsibilities dialog box.
Use the following procedure to set up a partner employee as a personal partner commerce user.
To set up a partner employee as a personal partner commerce user
Navigate to the Administration - User screen, then the Employees view.
In the Employees list, drill down on the name of the partner.
In the More Info form, in the Responsibility field, click the Multiple Select button.
In the Responsibilities dialog box, add a new record.
In the Add Responsibilities dialog box, select the responsibility named "Partner Commerce Personal User," click OK to add it to the user's responsibilities, and then click OK in the Add Responsibilities dialog box.