Professional Documents
Culture Documents
Every user in CRM is assigned a business role depending upon the responsibilities and
activities he/she undertakes to perform in the organization from time to time.
Example Sales Personal will be assigned with Sales Professional Business Role, which
includes all the activities that he/she performs in the sales process from SAP CRM
perspective.
In the same way Marketing Personal will be assigned with Marketing Professional Business
Role which consists of all marketing related activities.
At times we change or add activities/functionalities to different Business Roles depending
upon the requirement.
We also create new Business Roles depending upon the requirement and add to the users
account so that they can access the functionalities added into that business role.
We will discuss on creation of Business Role and the process of assigning to the user.
Creating/ Copying Business Roles:
Path: IMG->CRM->UI Framework->Business Roles->Define Business Role
to
Now come to Define Business Role Screen and COPY SALESPRO to ZSALESPRO
Business Role and assign our created PFCG Role ID and Hit Enter to copy all the
characteristics of the Business Role.
Now
4.
5.
Now you will be logged in with the Business Role that which is assigned to you.
PFCG Role
In CRM the autorizations for any Business Role is controlled by their corresponding PFCG role. For example
when you login to WebClient UI and choose Business Role SALESPRO, the corresponding PFCG Role ID is
SAP_CRM_UIU_SLS_PROFESSIONAL. In other words, . PFCG Roles contains authorizations which are
required for a specific Business Role to do its task. SAP highly recommends that you maintain your own PFCG
Role IDs (you can always copy one) rather then making changes to the standard.
2.
2.
Expand UI Framework -> Business Roles -> and click on Defines Business Roles
3.
Click on Position and in the popup type SALESPRO and click on the green check mark to continue
4.
5.
You will see that the PFCG Role ID for Business Role SALESPRO is
SAP_CRM_UIU_SLS_PROFESSIONAL
6.
Now that we know what the PFCG Role ID is, we will make a copy of it. Execute transaction PFCG
7.
Type SAP_CRM_UIU_SLS_PROFESSIONAL in the Role field and click on the copy icon
10. In the popup that follows, provide a meaningful Z target role. ZHZ_SAP_CRM_UIU_SLS_PROF in our
example, and click on Copy All icon (you can be selective, but that is beyond the concepts covered in this book).
Now that we have successfully created a new PFCG Role ID, let us proceed to creating our new
Business Role (copy of standard SALESPRO)
2.
3.
4.
5.
Execute transaction SPRO and follow path SAP Reference IMG -> Customer Relationship Management
-> UI Framework -> Business Roles -> Define Business Role (see steps 1-4). Or you can simply execute
transaction CRMC_UI_PROFILE.
Click on Position and enter SALESPRO (see step 5) and click on Continue
Select Business Role SALESPRO and click on the copy icon
Change the Business Role name from SALESPRO to a meaningful Z name and change the PFCG Role
ID from SAP_CRM_UIU_SLS_PROFESSIONAL to the one we created earlier; change the Description. You can
also change the Logo Text if you like. Hit the enter key
6.
You will get a popup stating the number of entries that were copied. Click on continue and then click on
save
7.
8.
9.
Add to your new role all the authorizations that are required for
role content that comes from SAP CRM and is executed in the
portal.
Creating a Role
...
...
1.
2.
3.
To make changes at a later date, select the role and choose Change Role
5.
6.
Creating a Profile
...
...
1.
2.
3.
4.
2.
3.
4.
Assigning Authorizations
According to which authorization objects are already available,
follow one of the following three scenarios:
...
1.
2.
3.
Choose Manual
The dialog box Manual Selection: Authorizations appears
1.
2.
Choose Change
The dialog box Maintain Field Values appears.
3.
The values displayed in the field help correspond to the mandatory parameter APPL, which you
also use when defining your BSP (Business Server Page) in the portal in the Additional Query
String (Optional Property) field. For more information, see the section Configuring Additional
Application Parameters under Creating and Including a BSP for Business Object Data Views.
4.
...
1.
Choose CRM Component Authorization for BSP Applications View for UI Display
2.
Choose Change
The dialog box Maintain Field Values appears
3.
4.
The values displayed in the selection list correspond to the mandatory parameter BLVIEW,
which you also use when defining your BSP (Business Server Page) in the portal in
the Additional Query String (Optional Property)field. For more information, see the
section Configuring Additional Application Parameters under Creating and Including a BSP for
Business Object Data Views.
5. Save your entries
1.
Choose Manual
The dialog box Manual Selection: Authorizations appears
2.
3.
4.
Save your entries when you leave the Authorizations tab page
Generate the authorization profile
function modules that are called via RFC. See: iViews and Their
Function Groups.
...
1.
2.
3.
Choose Manual
The dialog box Manual Selection: Authorizations appears
4.
5.
6.
7.
Choose Change
The dialog box Define Values appears
8.
9.
10.
11.
Choose Change
The dialog box Define Values appears
12.
13.
14.