Add responsibilities to PRM roles

  • Release version: Australia
  • Updated June 18, 2026
  • 1 minute to read

    • 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.
    Table 1. Related parties and their default responsibilitiesList of role types and their associated default responsibility.
    Type Default 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.