Configure web roles for a partner relationship management (PRM) site

Configure Web Roles for a Partner Relationship Management (PRM) Site

Web roles define what partner contacts can see and do on a PRM site. Assigning the right roles ensures that partner users can manage their accounts, contacts, and opportunities effectively.

Main Web Roles in PRM

1. Partner Administrator

   Responsible for managing the partner organization. They can:

   • View, accept, or reject distributed opportunities
   • Manage all opportunities
   • Manage partner account information
   • Manage partner contacts and their web roles
   • Create and edit customer accounts and contacts
   • Create and edit opportunities
2. Partner Manager

   Manages opportunities distributed by the parent company. They can:

   • View, accept, or reject distributed opportunities
   • Manage all managed opportunities
   • Manage partner account information
   • Create and edit customer accounts, contacts, and opportunities
3. Partner Seller

   Works on opportunities shared with them. They can:

   • View and manage only the opportunities assigned to them
   • Create and edit customer accounts, contacts, and opportunities

Create a Partner Account on a PRM Site

Create a Partner Account

• Go to Sales > Accounts in Dataverse.
• Select New and fill in the account details.
• On the Partner Information tab, set Classification to Partner.
• Save the record.

Make a Contact a Partner Contact

• Open or create a contact.
• Set Account Name to the partner account.
• This automatically makes the contact a partner contact.

Assign a Permission Set to a Web Role

Website Access Permissions define what a user can edit on the site. These permissions are linked to web roles.

Common Permission Sets

• Manage Content Snippets: Edit content snippets on the site
• Manage Site Markers: Edit site marker links
• Manage Web Link Sets: Add or remove web links
• Preview Unpublished Entities: View tables that are in Draft (not yet published)

Assign a Permission Set to a Web Role

• Create a new Website Access record.
• Choose the permission set you want to assign.
• Name it and associate it with the website.
• Link it to the required web role(s).