Skip to content
Partner Relationship Management › Configure › Sales Customer Relationship Management
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Add responsibilities to PRM roles

A responsibility describes a role or function that supports a user. Use responsibility definitions to create relationships between any two partner entities.

Before you begin

Role required: sn_prm.enterprise_rel_manager, sn_prm.external_partner_associate, or sn_prm.external_partner_manager

About this task

Related party configurations define the title of a relationship between an entity and an organization or a user. These configurations also enable linking related party types with responsibility definitions to grant access as needed.

TypeDefault Responsibility
Enterprise Partner Relationship Manager [sn_prm.enterprise_partner_rel_manager]Location Relationship Manager [sn_bus_loc.location_relationship_manager]
External Partner Associate [sn_prm.external_partner_associate]Location Contributor [sn_customerservice.service_organization_contributor]
External Partner Manager [sn_prm.external_partner_manager]Location Manager Contributor [sn_customerservice.svc_location_manager_contributor]

Note: The default responsibilities are automatically installed with the Business Location plugin (com.snc.business_location).

Procedure

  1. Navigate to All > Partner Relationship Management > Channel Partner.

  2. Open a channel partner record and add an external staff member or an enterprise partner relationship manager based on your requirement.

TaskDescription
Register External staff member
  1. Select Register External Partner Staff from the channel partner record.
  2. Select the Role Type you want to associate with your user, whether external partner manager or external partner associate.
  3. Select Submit. To learn more about the role type and the member registration fields, see Member registration form.
Register Enterprise Partner Relationship Manager
  1. Select Edit from the Members related list on the channel partner record to add an enterprise member as a channel partner.
  2. Open the record associated with the user and select New from the Service Organization Member Responsibilities related list.
  3. Enter the role name in the Type field to assign a responsibility to the role.
  4. Select Submit.

Result

An external staff member or an enterprise partner relationship manager is registered.

Parent Topic:Partner Relationship Management

Related topics

Partner Relationship Management

Using Partner Relationship Management