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Business Role in SAP CRM 1 Confidential Business Roles are collections of activities that enable a user to participate in one or more business scenarios within an organization. The navigation bar in the CRM Web Client is used to access the transactions, reports, or web-based applications contained in the roles. The navigation bars should contain only those functions generally used by a particular user in his daily work. Business Role assignment also ensures the integrity of business data. Authorization profiles that limit the range of actions that can be performed by individual users in the SAP CRM system are created in accordance with the activities contained in roles. Business roles are the central unit of the role concept. The Authorization role (also known as the PFCG role) is created using a profile generator. An authorization role is used to automatically or manually generate an authorization profile for users. This role can then be assigned to the user master record or business role by using the report CRMD_UI_ROLE_ASSIGN. You can create authorization roles as single roles or composite roles, which comprise two or more single roles. The Authorization profile is a t echnical container for authorized functions (e.g., SAP transactions) and the organizational area (e.g., plant or cost center) in which the functions must be executed (limited organizational level). Therefor e, t he profile contains authorizations that can be ide ntified using the name of an authorization o bject and the name of an authorization.

UI Role Configs in SAP CRM

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Page 1: UI Role Configs in SAP CRM

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Business Role in SAP CRM

1 Confidential

Business Roles are collections of activities that enable a user to participate in one or more

business scenarios within an organization. The navigation bar in the CRM Web Client is used to

access the transactions, reports, or web-based applications contained in the roles. Thenavigation bars should contain only those functions generally used by a particular user in his

daily work. Business Role assignment also ensures the integrity of business data. Authorization

profiles that limit the range of actions that can be performed by individual users in the

SAP CRM system are created in accordance with the activities contained in roles.

Business roles are the central unit of the role concept.

The Authorization role (also known as the PFCG role) is created using a profile generator. An

authorization role is used to automatically or manually generate an authorization profile for user

This role can then be assigned to the user master record or business role by using the reportCRMD_UI_ROLE_ASSIGN. You can create authorization roles as single roles or composite roles,

which comprise two or more single roles.

The Authorization profile is a technical container for authorized functions

(e.g., SAP transactions) and the organizational area (e.g., plant or cost center) in which the

functions must be executed (limited organizational level). Therefore, the profile contains

authorizations that can be identified using the name of an authorization object and the name of

an authorization.

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Business Role in SAP CRM

3 Confidential

The Navigation bar profile contains the logical structure for calling internal and external applicat

from the SAP CRM Web Client. It describes the navigation bar of the user interface, and its struct

specifically designed for individual business roles.

The Technical profile is assigned to the business role. The call for the Internet page loaded after l

off from the CRM Web Client is defined here.

The Function profile activates functions for the Interaction Center (IC) agent user interface, amo

others. Configurations that belong to the functions are generally defined and processed in separa

Customizing activities (e.g., Personalization). Parameters and Runtime are examples of function p

that the framework has validated for non-IC scenarios. The function profile is assigned to the bus

role.

The Layout profile defines the navigation frame of the SAP CRM Web Client. This navigation fram

used to define the header area, footer area, work area, and navigation bar. The layout profile, on

other hand, is assigned to the business role.

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Authorisation in SAP

4 Confidential

• Each user in SAP gets allocated access through the assignment of a number of roles – either s

roles or composite roles.

• A composite role is simply a pre-grouped selection of single roles. These are grouped foof administration purposes.

• … and each individual transaction may be controlled by authorisation objects, and thei

values..

• Each individual role may contain tens or even hundreds of transactions

• Protects profiles and users

• An organisation structure is established for workflow authorities