Channel Partner Employee without
Buy/Sell role
The Channel Partner Employee without Buy/Sell entitlements are usually
Channel Partner Consultants. They can do the
following:
- Activities
- Search and display all activities where the Sales Partner
is the Channel Partner Company. Includes documents created by others in
the same channel partner company.
- Create activities of of type ZACP.
- Modify
activities (ZACM, ZA05, where the Sales Partner is the Channel Partner
Company and Employee Responsible - Partner Employee. View-only access
to other documents where the employee is not
'employee responsible'.
- Delete only only those activities he created.
- Leads
- Search and display all Leads, where the Sales Partner is
the Channel Partner Company. This Includes documents created by others
in the same channel partner company.
- Create leads of type ZDCP.
- Modify
all Leads(ZL01,ZL02,ZL03,ZL04,ZL05,ZL06), where the Sales Partner is
the Channel Partner Company and Employee Responsible - Partner Manager
or Employee of Partner Company. View only access to other documents
where employee is not 'employee responsible'.
- Delete only those leads he created and those created by
any other employee from the 'Partner Company'.
- Opportunities
- Search and display all Opportunities, where the Sales
Partner is the Channel Partner Company. Includes documents created by
others in the same channel partner company.
- Create Opportunities of type ZDCP.
- Modify
all Opportunities( ZO01), where the Sales Partner is the Channel
Partner Company and Employee Responsible - Partner Manager or Employee
of Partner Company. View only access to other documents where employee
is not 'employee responsible'.
- Delete only those opportunities he created and those
created by any other employee from the 'Partner Company'.
- Service Requests and Support Tickets
- Search and display Service Requests and Support tickets
for Channel
Partner and End Customers who "has EndCustomer of" relationship
established PLUS have the "Show Service Tickets to Reseller" Flag
checked.
- Create
Support tickets for the Channel
Partner, Support Tickets for End Customers who "has
EndCustomer
of" relationship established. The CP Employee creates Support Tickets
for End Customer using reference.
- Modify Support tickets for the
Channel Partner, Support
Tickets for End Customers who "has EndCustomer of" relationship
established. The CP Employee creates Support Tickets for End Customer
using reference.
- The CP Employee cannot delete Service Requests or Support
Tickets.
- Business Partners
- Search and display all Prospects and Customers where the
Channel Parter Company "has EndCustomer of" relationship established.
- Create
Prospects and Contacts for the Prospect company. The CP Employee can
also create new contacts for their own Channel Partner
company.
No "Sold To" or "End Customer" partner roles or contacts for these role
should be created.
- Modify Prospects and Contacts for the Prospect company.
The CP Employee can
also modify new contacts for their own Channel Partner
company. No
"Sold To" or "End Customer" partner roles or contacts for these roles
should be modified.
- The CP Employee cannot delete Business Partners.
- Ibase
- Search and display Ibase records for Channel Partner
Company and customers
who "has EndCustomer of" relationship established.
- Service Contracts
- Search and display Service Contracts for Channel Partner
Company and customers who "has EndCustomer of" relationship established.
See also
Roles overview
Creating Channel Partner Portal internet users
Channel Partner roles matrix