Friday, 24 May 2013

6.INTRODUCTION TO BUSINESS ROLE


BUSINESS ROLE INTRODUCTION:

It is very clear that all employees of organisation need to handle different activities. For example, say there is one organisation called ‘X’. It has number of departments like sales, service, marketing …etc. So employees in sales department will have to do different activities when compared to the activities of employees in marketing department.

So what we do is we assign each employee a role ( in indirect way ) and they log into the CRM WEBCLIENT with this role. So this role is a key and like a container which can almost control everything that user sees on the WEB CLIENT screen.


A user, who logged into the WEBUI with the role SALES PROFESSIONAL, can do all of his sales activities at the same time, another user who logged with another role can complete his own job related things.

If user is having more than one business role, then he will be prompted to select any one role after user authentication is completed. Kindly see the below screen shot of the user who has two different business roles. He can select one of them.


This is just introduction, in SAP CRM, business role is little complex thing. SAP provides number of standard business roles and it’s our responsibility to change or enhance those roles according to our requirements.  We will discuss on creating new business roles later.


In order to access the roles for testing purpose. Kindly follow below instructions.

1.       Open the SAP GUI.
2.       Open the transaction ‘SU01’ (user maintenance).
3.       Give the user name and choose edit button. 


1.       Go to the parameters tab.
2.       Give the parameter name as ‘CRM_UI_PROFILE’ and give the value as ‘*’.


1.       Save the changes.

This is just for testing purpose only and assigning roles to users should be followed different way. We will discuss it  later. Now if you log into the CRM WEB CLIENT with this user id, you can see all available roles and you can choose whatever you want. 




6 comments:

  1. Can we describe only few roles not * at parametres at GUI ?

    ReplyDelete
    Replies
    1. Yes we can. * mean all the roles assigned to you will be displayed in webui. If you want to see a slective role say for testing purpose i want to login as sales_pro and do not want others role you can assign that and thn in webui you will only see sales_pro .
      Thanks!

      Delete
    2. Hi..
      If you want to assign few business roles(i'e TEL-CM and TEL-PM).

      Need to follow these steps.

      1.Go to tcode CRMC_UI_PROFILE copy the PFCG Role IDs: SAP_CRM_UIU_TEL_CHANNELMANAGER for TEL-CM
      and
      SAP_CRM_UIU_TEL_CHANNELMANAGER for TEL-PM.

      2.Now go to tcode SU01 Parameters tab. Delete CRMC_UI_PROFILE record.

      3.And then goto Roles tab, paste here PFCG Role IDs (i'e SAP_CRM_UIU_TEL_CHANNELMANAGER and SAP_CRM_UIU_TEL_CHANNELMANAGER).

      4.And save it,and login your Web UI. thats it.


      After that..
      Let me know if there is any concerns.

      Delete
  2. how to assign 2 roles to one user id?

    ReplyDelete
    Replies
    1. Hi Krasnova..
      If you want to assign two business roles(Ex : i'e TEL-CM and TEL-PM).

      Need to follow these steps.

      1.Go to tcode CRMC_UI_PROFILE copy the PFCG Role IDs: Ex : SAP_CRM_UIU_TEL_CHANNELMANAGER for TEL-CM
      and
      SAP_CRM_UIU_TEL_CHANNELMANAGER for TEL-PM.

      2.Now go to tcode SU01 Parameters tab. Delete CRMC_UI_PROFILE record.

      3.And then goto Roles tab, paste here PFCG Role IDs (i'e SAP_CRM_UIU_TEL_CHANNELMANAGER and SAP_CRM_UIU_TEL_CHANNELMANAGER).

      4.And save it,and login your Web UI. thats it.


      Let me know if there is any concerns. even not understood will give U share screen shorts.

      Delete
  3. My user (CR) have multiple business roles assigned to his account as he need to perform multiple functional area. Let's say he has 3 business roles assigned to his account. How can that user login to CRM Screen that have all those business roles? Is it possible to login to multiple business roles all at the same time? User dont want to switch from one business role to another

    ReplyDelete