Not clear with the Authorization concept for Marketing Plan

Question

Hi All,
I am new to CRM and was going through some of the prescribed document for CRM marketing
when i encounter with the authorization concept in marketing plan,for example how
can i restrict a user with a campaign manager role from changing marketing plan.please
provide the step by step procedure.
Regards,
Sanju

Answer 1

Hi Sanju
User with a campaign manager role can be restricted for changing marketing plan using authorization group.
We define authorization groups for use in the Marketing Planner. Authorization groups can be maintained at both marketing plan level and campaign or trade promotion level. Authorization groups enable us to control which users are authorized to change which of these two types of marketing project. We could, for example, define one authorization group to be assigned to a marketing plan, then define further authorization groups to be assigned to the different campaigns within the marketing plan. In the Marketing Planne.
Follow below steps
1. Define authorization group using following IMG Path
Customer Relationship Management / Marketing / General Settings / Define Authorization Group.
2. In authorization object CRM_CPGAGR of the role Campaign manager maiantian activity 01, 02, 03 ,06 (this will allow user to create, change, display and delete)
3. IMG defined authorization group ex: ABC can be seen under the tabstrip Basic Data of marketing plan.
4. Now user have to choose the Authorization group ABC from the drop down in Basic tab to create a marketing plan. User will get the change access for all the marketing plan which have the authorization object ABC.
Hope this will help...
Rgds
Mallikarjun