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
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