Siebel CRM Partner Relationship Management Administration Guide Siebel 2018 E24800-01 |
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When public users come to the Siebel PRM Web site, they see the home page as personalized for public users. In addition to letting registered users log in, this page includes links to information about your partner programs that prospective partners can read without logging in.
You can customize and personalize this home page and the linked pages.
You can give public users visibility to master data, such as literature, FAQs, and product offers. You cannot give them visibility to transactional data, such as opportunities, service requests, or activities.
In the seed data distributed with Siebel PRM, public users have the Unregistered Partner Agent responsibility, and you can control what views they can see by adding or subtracting views to this responsibility.
You can set up catalogs for public users in the same way you would for partners. Catalogs that are visible to public users are also visible to self-registered users. Only Partner Catalogs appear on the Siebel PRM Portal; these are catalogs with the value Partner in the Type field. For more information about responsibilities, see Siebel Security Guide. For more information about setting up catalogs, see the topic "Assigning Master Data to the Partner Company". For more information about customizing Siebel PRM, see Using Siebel Tools and Siebel Personalization Administration Guide.
Navigate to the Administration - Application screen and the then Navigation Links view to create records to display banners and icons on the home page of the Partner Portal.