CRM 7.0 How to create Business role & generate

Hi Team,
Can you please let me know some breif idea about CRM 7.0 security guide.
How to created Business role is this part of functional activity?
Whats the role of Technical colleagues BASIS guys in CRM 7.0 security .
Please help me to get some document regarding business role creation , generation , assignment & authorization checks in CRM 7.0.
Thanks & Regards,
Vyash Mishra

Hello Viyash
I will add the most important information for generation of business roles and assignment of authorizations to users.
You must first create the PFCG roles. PFCG role is built based on the Business Role.
Please see documentation in : SPRO
SAP Implementation Guide =>  Customer Relationship Management
UI Framework  > Business roles > Define Authorization Role
Then the PFCG role can be assigned to the business role in 
SAP Implementation Guide =>  Customer Relationship Management
UI Framework  > Business roles > Define Business role
Finally you must assign business roles to Organizations or positions in organizations in
SAP Implementation Guide =>  Customer Relationship Management
UI Framework  > Business roles > Define Organizational Assignment
The users that are assigned to such organizations / positions will be therefore linked to the business role.
With the previous steps the users will have the authorizations that are assigned to the PFCG profile that is linked to their business role.
Business roles are the main way to configure authorizations for users in CRM but you have more options that give you flexibility.Each business role has assigned one PFCG role, but the relationship between business role and PFCG role is not strict. You can even assign a dummy PFCG role to a certain business role in business role customizing and then go to transaction PFCG and assign other PFCG role(s) to the users that are assigned to that business role.
I would say that the previous tasks must be performed by the basis team but in cooperation with the functional team
Best Regards
Luis Rivera

Similar Messages

  • How many standard business roles are there in CRM

    Hi Experts,
    I had a question in one of my exam.. please answer it
    question:- How many standard business roles are there in CRM?
    options were:- 2,3,4,5
    I think the options does not have the right answer , upto my knowledge it is more than 5. please help me with the appropriate answer
    Thanks
    Rahul Mathur

    Hi,
    There are approximately 40 standard business roles available in the latest version ehp3.
    As the version changes the business roles increases. Initially  there are only 3 std business roles..
    1.sales pro 2. marketing pro 3. service pro and along with IC Agent.
    Each BR above is loaded with huge no of transactions even though our aim is to for ex: create sales order...we use sales pro but all the sales related operations(transactions) are being loaded in to the system so along with the version improvements/releases SAP have divided each of these std BR as much as they can and thus the no of operations or transactions per BR is decreasing with each release....
    Thanks & Regards,
    Malleswar.

  • How to creating a role configuration key, nd how to assigning it to our bus

    how to creating a role configuration key, nd how to assigning it to our business role?
    advance thanks..

    Hello Suri,
    To create the Role Key
    In the SPRO CRM - UI Framework - Technical Role Definition - Define Role Configuration Key
    Then to assign the Business Role in the
    In the SPRO CRM - UI Framework - Business Roles - Define Business Role
    The field  for the Role Key is Config Key
    Regards.

  • How to create authorization role for just displaying query prefix Q and X.

    Hi Expert,
    I hope someone can help me on how to create authorization role for just displaying and executing  BEX  Queries prefix Q and X. I'm currently using SAP BI 7.1.
    Actually, I already created one role called : Z_FORINDO_ONLYDISPLAY_QX
    where I only put in the Authorization Component (in the Role Maintenance - Tcode 'pfcg'):
    -->Manually Business Information Warehouse
        --> Manually Business Explorer - Components
    Activity : Display, Execute, Enter, Include, Assign
    InfoArea : *
    InfoCube : *
    Name(ID) of a reporting component : *
    Type of a reporting component : Calculated key figure, Restricted key figure, Template structure
        --> Manually Business Explorer - Components
    Activity : Display, Execute
    InfoArea : *
    InfoCube : *
    Name(ID) of a reporting component : Q* , X*
    Type of a reporting component : Query
    But, the problem is I still can make changes on that queries (Q* and X*). Even, I still can run query with prefix Z. I use S_RS_RREPU Tamplete for Query Display and execution.
    Please assist. Very much appreciate your help. Thanks.
    Edited by: nadiyah salleh on Mar 18, 2008 11:22 AM

    Question close. This issue has been resolved.

  • How to create business partner temblet

    Dear friends,
            how to create business partner temblet .
      please send the following mail address
       [email protected]
                      Thangs in advance
    Regards,
    S.Siva

    hi
    Refer to the links below might get u some info
    General Business Partner-initial screen
    http://help.sap.com/erp2005_ehp_02/helpdata/en/39/0b77a9df3011d189fc0000e829fbbd/frameset.htm
    Business partner as Template
    http://help.sap.com/erp2005_ehp_02/helpdata/en/2f/3a2a09969611d2ac750000e829fbfe/frameset.htm
    Business Partner
    http://help.sap.com/erp2005_ehp_02/helpdata/en/43/a0dfe510d825e5e10000000a1553f7/frameset.htm
    Creating or Changing Master data Template
    http://help.sap.com/erp2005_ehp_02/helpdata/en/c7/adcef39296f94e8ef7077ce160200e/frameset.htm
    http://help.sap.com/saphelp_nw04/helpdata/en/57/92f63aad7e3014e10000000a11402f/content.htm
    http://b1up.net/index.php?id=modules
    Reward if USeful
    Thanx & Regards.
    Naren..

  • How to create business operation for starting workflows

    How to create business operation for starting workflows from worklist?
    When I call methods that implements business operation from java class everything
    works fine(wlpi-ejb.jar is required), but when I call business operation from
    Studio I can't use classes from wlpi-ejb.jar.

    Business operation is called by WLIS. So, I include wlpi-ejb.jar into WLIS classpath.
    Studio uses deployed EJB from wlpi-*.jar, I don't know why Studio doesn't see
    methods from deployed EJBs when WLIS classpath contains wlpi-ejb.jar.
    "Andrew Pitonyak" <[email protected]> wrote:
    >
    When studio starts, what is your classpath? If you use the included batch
    file to start it, then your class path may not include this :-)
    Andrew
    "Raul" <[email protected]> wrote in message
    news:[email protected]..
    How to create business operation for starting workflows from worklist?
    When I call methods that implements business operation from java classeverything
    works fine(wlpi-ejb.jar is required), but when I call business operationfrom
    Studio I can't use classes from wlpi-ejb.jar.

  • How to Create Business Partner with  fix number in t-code :BP

    Dear SIr,
    Normally I will set number range for auto  to create Business Partner. In case , If we would like to crea How to Create Business Partner with  fix number in t-code :BP , howe to do?
    Please kindly advise.
    THnak you and best regards,
    Vimol

    Dear Shobhit,
    How to put the thread as you mentioned.
    Best regards,

  • How to create business partner in solman

    How to create business partner in solman?...

    Hi,
    Check pages 8 - 11 in this document.
    https://websmp209.sap-ag.de/~sapidb/011000358700001197002005E/Addtional_Information.pdf
    This would solve your problem.
    feel free to revert back.
    --Ragu

  • Where and how to create business rules?

    Hi All,
    1) Where and how to create business rules?
    2) How to configure Rule Engines (Ex: JRULE Engine or any other Rule Engines)?
    3) Whar products are available for Rule Engines?
    Thanks in advance

    Hi,
    You have some options on business rules.
    If you just want to create business rules that are easy for business owners to edit without a lot of training, Oracle BPM has a simple business rules creation and end user edit capability. The benefits to using the rules that come with Oracle BPM are:
    <li> they are simple and easy to edit
    <li> end users can get up to speed quickly to edit them
    <li> when changed, the business process is immediately impacted
    <li> they can use the Oracle BPM business parameters that also come with the product
    Drawbacks are:
    <li> you can only use Project variables as the variable content inside of them
    <li> if a company already has a business rules engine, they are different that the company's standard
    Business rules engines have been used with Oracle BPM. If you are a consultant, first ask if there is a standard business rules engine that the company already has purchased that they use (e.g. iLog from IBM, Corticon...). If this is the case, you typically integrate to the rules using a web service interface that the business rules engine exposes.
    If they do not already have a business rules engine, consider Jrules. The benefits are:
    <li> it is a part of the Oracle BPM Suite that they might have purchased
    <li> version 11g of the Jrules is coming out soon with a friendly front end
    Hope this helps,
    Dan

  • How to create a role in EP

    Hi All,
    I am new to EP, Please let me know how to create a role in EP and how to map ABAP based roles to EP.
    Thanks a million

    Hi Ayub,
    I would suggest that you check out the Documentation at:
    <a href="http://help.sap.com/saphelp_nw04/helpdata/en/4f/bceaffeb8c114ebef8255b63079c7c/frameset.htm">Roles and Worksets</a>.
    I found this by searching for "create role portal" in the SDN Search.
    Regards
    Gregor

  • Document on How to Create Single Roles in ecatt

    I have created a document displaying how to create single roles using ecatt.
    I hope this helps.
    How do I add the file to this thread?
    Message was edited by:
            Mohammed Junaid Khan

    hi Junaid,
    I don't think u can save files here. U can give links here.
    If possible, can you please send that file to me through mail to [email protected]
    I am getting error while creating a ecatt script in BI 7.0 system for creating roles.
    Hopes yours may help.
    thanks,
    venkat

  • How to create OID role

    How to create OID role from OIDDAS or commandline?

    Can you be more specific?
    What kind of role do you want to have? Would you have a role for a user to administer the OID or for your application which uses a role in the OID?
    cu
    Andreas

  • How to create visitor roles programmatically

    Could you please help me how to create visitor roles programmatically using weblogic portal.
    Thanks in advance

    Hi,
    Point this method to the selectItems under selectonechoice.
            if (yourList == null) {
                (yourList = new ArrayList();
                DCBindingContainer bindings = ADFUtil.getDCBindingContainer();
                DCIteratorBinding iteratorbinding =
                    bindings.findIteratorBinding("yourVO1Iterator");
                if (iteratorbinding != null) {
                    Row[] rows = iteratorbinding.getAllRowsInRange();
                    String value = null;
                    Long key = 0L;
                    for (Row row : rows) {
                        value = (String)row.getAttribute("Attrib0");
                        key = (Long)row.getAttribute("Attrib1");
                        yourList .add(new SelectItem(key.toString(), value));
            return yourList;
    Thanks
    Nitish

  • How to create table.maint.generator and enduser should use using ztcode

    Hi,
           can any one guide me how to create table maintanence generator and after creating,enduser must use using ztcode.
             any help can be appreciated.
    Thanks & Regards,
    Sandeep.

    Hi,
    Table Maintenance generator is required to do Manual entries in the Table. If the requirement is to update the table only programmatically and not manually then table maint. generator is not required.
    Manual entries in table can be maintained ( New record can be inserted / existing can be modified ) using transaction SM 30, if the table maintenance for the table is generated.
    How to activate Table maint.
    Goto SE11 and open the table.
    Click UTILITIES -> Table Maint. Generator, Enter the details and click on Save. Then activate the table.
    chk a sample 1.
    refer.
    https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/abap/how%20to%20implement%20events%20in%20table%20maintenance.doc
    some more helps
    Check out this thread:
    table maintenance
    http://help.sap.com/saphelp_erp2005/helpdata/en/a7/513520407a11d1893b0000e8323c4f/frameset.htm - a link for basics on Table Maintenance.
    Also, Check out this weblog on table maintenance:
    /people/sudheer.cheedella/blog/2006/02/20/extracting-data-in-table-maintenance
    <b>how to create a a T-code of that</b>
    Go to se93.
    Then create the new T.code.
    Under that select parameter Transaction.
    Then give the sm30 in the t.code in default values tab.
    check the checkbox skip initial screen.
    in classification tab.
    click checkbox inherit gui attributes..
    Now below..
    In the default values..
    WRITE
    viewname = give ur table name.
    show = X
    save and check it once...
    now u can able to call ur table through ur new t.code...
    rgds
    anver
    if hlped pls mark points

  • How to create table maintainenece Generator

    hi all
           I dont know how to create table maintainence generator after creating the table.
    I have created the table.
    After that how to maintain the table.
    What is the use of table maintainence generator.
    Thanks

    Hi Muthu,
    Through table maintenance you can direct add new entries in your table. For that u need to follow some steps.
    Step1 : Click Delivery and Maintenance tab in your table and select "Display/Maintenance Allowed"
    Step2 : Utilities--->Table maint generator
    Step3 : Give Authorization Group  -  &NC&
    Step4 : Function group -  Any ( You can give ur table name also ) This Function Group will genrate automatically.
    Step5 : Maintenance type  -  Select first radio button "One Step"
    Step6 : Maint. Screen No.  -  Overview screen as 1
                                                  Single screen       as  0
    Step7 : Click on Create button on application tool bar
    Step8 : just save in your package.
    Step8 : Create transaction code for the same . Environment----->transaction code
    Step9 : Give any t.code name and click on create button. You will get a popup where you have to choose last radio button "Transaction with parameter"
    Step10 : Give the transaction name - SM30 and check Inherit GUI Attribute"
    Step11 : GUI Support - check all the check boxes.
    Step12 : Name of screen field           Values
                    VIEWNAME  -                   Table name  and
                    UPDATE      -                      X
    Finally u can this t.code and add new entries in ur table directly.
    Regards,
    Amit Nanda
    SAP Consultant

Maybe you are looking for