• Introduction
  • Sharing the Oracle Partner Network with your company
  • Learning about OPN Member Administration
     
• The Basics
  • Finding a person or group of people
  • Viewing details about a member
  • If a member forgets their password
  • Viewing all members
     
• Managing Memberships
  • When an employee leaves your company
  • Adding, dropping, or changing roles
  • Adding an additional OPN Administrator
  • Changing the Primary Administrator role--a special case

Introduction

The Member Administration Web application is used to manage your company's participation in the Oracle Partner Program (OPN). You, as an OPN Administrator, have a few simple things that you must do. This Quick Start Guide will walk you through these tasks.

Follow the steps below to get started.

Step 1.
When your company becomes a Partner, it's given a Personal Identification Number (PIN). You, as the Primary OPN Administrator, should then distribute this OPN PIN to the appropriate people in your company.

Step 2.
You should also explain the following information to your employees who you decide should have access to the benefits of the Oracle Partner Network:

• If an employee already has an account with an Oracle online community:
  Some people at your company may already have an account with an Oracle online community such as OTN (Oracle Technology Network), AppsNet, Oracle.com, Oracle E-Business Network, or Club Oracle. These employees should go to partner.oracle.com and click "My Profile" in the upper right corner of the screen. They must then sign in using their Oracle online community username and password, and update their individual profile to include your company's OPN PIN. Once their profile has been properly updated, they automatically become associated with your company in the OPN program.
  

• If an employee doesn't have an account with an Oracle online community:
  They should go to partner.oracle.com and click "Sign In", which appears in the upper right corner of the screen. Next, they must click "I don't have an account, so sign me up!" and complete their individual profile, including your company's OPN PIN. Once they've properly completed their profile, they automatically become associated with your company in the OPN program.

The next time that any of these employees log into Oracle.com, the system will automatically associate their profile with your company, based on the previously entered PIN number. All they have to enter is their username and password. They won't have to enter the PIN number again. They may also then move freely across all Oracle online communities with one username, password, and profile.

This section explains how the memberships in your company are related. First, a few simple definitions.

• Primary OPN Administrator--This person is the main point of contact for the program. They receive communications from Oracle about the OPN program and membership. They can order benefits such as software. They can also renew and/or upgrade your company's membership. Primary OPN Administrators can give other employees administrative privileges.
   
  Each company is required to have a Primary OPN Administrator. The Primary Administrator has system privileges to make changes to their company's information. This person is therefore responsible for keeping their company's information complete and up to date.

• OPN Administrator--Your company can have one or more OPN Administrators. OPN Administrators can maintain and update member information for your company, order benefits and renew and/or upgrade your company’s OPN membership.

• Member--An employee who has properly completed their profile, including your company's PIN.

• Role--Each OPN member within your company has what's called a role. They may have multiple roles. The system is designed to track the following roles:
  President or CEO
  VP of Marketing
  VP of Sales
  Technical Contact
  Other Employee members

This information is used to send the program Welcome Kit, along with select invitations to events such as technical forums, executive round tables, and marketing events.

You, as an OPN Administrator, can use the Member Administration Web application to change roles and privileges for employees of your company. Below are a few simple steps to help you.

After logging on, the application opens the basic Query Members page. Part of this page is shown below.

Queries that are vague may not complete. Make your query more specific.

1. Use the Query page to search for the person.

2. From the list of results, to view details about the particular member, click their link in the Username column.
   
   

• Then you see the Details page. It has drop down menus which allow you to change employment status, administrative privileges, and OPN roles. Shown below is June Lee's Details page.
   
  
   
  
• If you click Address or Phone, you can see what the member has entered in their profile. If these need to be changed, the member must update their profile at partner.oracle.com.
   
  

1. Use the Query page to search for the person.

2. To send the member's password to their registered email account,
    
   
    
   click their Mail Password link.

Active members are those of your employees who have Oracle Partner Network access. Click the tab at the top right of the page to see all of your company's active members.

A few common tasks are described below.

When an employee leaves your company, you can change their status within the system. This prevents them from receiving benefits which are part of your company's OPN membership.

1. Use the Query page to search for the employee.

2. To update the member's employment status, use the checkbox,
    
   
    
   then press the button just above the table.

HINT: To update the employment status of a group of employees, use query criteria that will narrow the list of results. Next, use the checkbox, then press the Update button.

1. Use the Query page to search for the person.

2. From the list of results, to view details about the particular member, click their link in the Username column.
   
   

• Then you see the Details Page. It has drop down menus which allow you to change employment status, administrative privileges, and OPN roles. The details for June Lee are shown below.
   
  
  

In a few steps, you can add another OPN administrator to help you with your duties.

1. Use the Query page to search for the right person.

2. From the list of results, view details about the person by clicking the link in the Username column.
   
    

3. On the Detail page, change their Administrative Privileges.
    
   

They then become an additional OPN Administrator.

There must be a Primary OPN Administrator for each company and this person must be an active Member associated with your company. You can change the person who has this role by assigning the role to someone new. To do this:

1. Use the Query page to search for the the new Primary OPN Administrator.

2. From the list of results, view details about the person by clicking their link in the Username column.
   
   

3. On their Details page, make sure that they're listed as working for your company.
    
   

4. Change their role to Primary OPN Admin and set "Works for" to Yes. The system will automatically grant them administrative privileges for your company and will make them the Primary OPN Administrator. The system will also revoke the Primary role from the previous OPN Primary Administrator. Their role will automatically change to an Administrator.
    
   
    
   All OPN Administrators are allowed only limited privileges on the system. It allows them to see and manage just their company's information.