1 Business Role = 1 PFCG role

Hi,
We can assign 1 PFCG role to BR. But If user has 3-4 PFCG roles assigned to it in SU01 and only 1 of them is assigned to BR then will it affect the functioning of user in Web UI?
How does 1 PFCG role take care of all functions which user need to be done? Do we need too add all required authorization objects in single PFCG role?
Regards,
Nikhil

Nikhil,
The functioning of user in Web UI is guided by SU01's 'Parameters' tab. The 'parameter value' for the 'Parameter ID' dictates the role and subsequent authorizations of the logged in user.
Ideally speaking, each business role should have a corresponding PFCG role containing only those authorization objects needed to fulfill the task being part of the Business Role. However, we may even skip this assignment. So a business role may not be assigned a PFCG role. Instead if the user is attached to multiple PFCG roles, all those authorizations would hold for the user.
Hope this helps.
Amar.

Similar Messages

Business Role and PFCG Role

Hi all,
I am new to CRM 7.0 Can someone explain What is a Business Role in CRM 7.0 and what is the relationship between Business role and PFCG role. What is the transaction Code to create a Business role.
And also I heard that there is no PCUI in CRM 7.0. Is it true and if so what is used in place of the PCUI
Thanks.
Neha.

Neha,
Next time please do a search in this forum on business roles, and you would find many topics discussing this information more completely. I'm locking this thread due to it fact that this question has been asked many times before by many different people.
These threads explain the topic in more detail:
Re: Reg: Business Role
Assignment pfcg-role to user and assignment pfcg-role to business role
Thank you,
Stephen

Business Role - Link to PFCG role

Dear all,
When I create a new business role in CRM there is a field called PFCG role ID in which you must provide a PFCG role.
What is the functionality of this PFCG role in relation to the Business Role?
When I look into standard SAP business roles and their associated standard SAP PFCG role I see a lot of "external services"/views. Is it possible to create such a role from scratch myself.
Is there some documentation available that explain this relationship between the PFCG role and the business role.
Thank you in advance,

Dear Ivan,
To start with Business Partner Roles and PFCG roles are different. Though you have an integration that one business partner cannot view the data of other business partner because of the roles that are being maintained in PFCG.
Lets say you have two customers (BP Role Customer). One customer cannot view the data of other customer because of the role that is being assigned to his user id in SU01. You create the roles in PFCG.
CRM Business Partner Roles:
http://help.sap.com/saphelp_glossary/en/dc/926ecf5e1cd511bcbe0800060d9c68/content.htm
Rights and responsibilities that a business partner can have in various business transactions.
The assignment of a BP view determines the relevant data sets, so that only a particular part of the BP master data is displayed, depending on the business transaction in question.
http://www.crmexpertonline.com/archive/Volume_03_(2007)/Issue_04_(May)/v3i4a4.cfm?session=
Each business partner role contains a predefined set of functions based on the business partners relationship to your company. For example, you could have business partner roles such as employee or vendor. The business partner roles determine the fields you have available in the SAP CRM system for the business partner. Business partner role categories sort business partner roles into groups, such as person or company.
PFCG Roles:
http://help.sap.com/saphelp_nw2004s/helpdata/en/52/671285439b11d1896f0000e8322d00/content.htm
The SAP authorization concept protects transactions, programs, and services in SAP systems from unauthorized access. On the basis of the authorization concept, the administrator assigns authorizations to the users that determine which actions a user can execute in the SAP System, after he or she has logged on to the system and authenticated himself or herself.
To access business objects or execute SAP transactions, a user requires corresponding authorizations, as business objects or transactions are protected by authorization objects. The authorizations represent instances of generic authorization objects and are defined depending on the activity and responsibilities of the employee. The authorizations are combined in an authorization profile that is associated with a role. The user administrators then assign the corresponding roles using the user master record, so that the user can use the appropriate transactions for his or her tasks.
Hope this will help.
Regards,
Naveen.

Uploading PFCG Roles - BP_CRM_ROLES.ZIP

Hi all,
We are following the Building Block C04 to set up the CRM 2007 WEB UI.
According to the documentation we are supposed to upload predefined roles. These predefined roles are included in the file BP_CRM_ROLES.ZIP.
Anyone who knows from where I can download this file?
Thanks,
//anders

Hi Anders,
I believe that C04 describes to create Authorization Objects for the PFCG roles based on your Business Role.
E.g. Business Role: ZSALESPROFESSIONAL
PFCG role:Z_PFCG_SALESPRO (You assigned this to your Business Role. At this point PFCG role is an empty Role)
Now you can generate Authorization Objects based on your Work Centers and Navigation Bar profile defined in Business Role. To do this:
1. Execute the report CRMD_UI_ROLE_PREPARE. It will generate the txt file with the name of you Business Role in SAP Work directory. e.g. ZSALESPROFESSIONAL.txt
2. In edit mode, Under Menu in PFCG select Import from file and load this from SAP Word Directory.
3. It will generate all the required Auth. Objects .
Hope it helps. If not revert me with more details.
Regards,
Bobby

Multiple PFCG Roles to a user and one business role

Hello SAP CRM Experts,
we are facing a problem then I need your help.
The external user can access the CRM through three distinct business roles.
However, for each of these business roles, there are specific access
rules configured in three different PFCG profiles.
In the registration of the user (SU01), are assigned the three profiles
PFCG because the user must have access to three different business roles.
However, for one of the profiles the ability to modify the document
service order is blocked and for the other is allowed to modify this
document.
Is there a customizing where I can associate the PFCG role to the
business role, and then, when the user logs into the system, it
identified the business role that he accessed the PFCG profile associated.
However, this configuration is not working, and did not solve the problem.
It seems to me that there is a merge of all the permissions that the user
has, and is not being considered the PFCG role associated with the
specific business role.
This is really correct? The merge permissions occurs?
Best regards,
Diogo Lupinari

Yes, thatu2019s correct. When user is assigned multiple PFCG roles, all authorizations are in play.

Assignment pfcg-role to user and assignment pfcg-role to business role

Hello, Gurus!
What is the difference between direct assignment pfcg-role to user and assignment pfcg-role to business role? What is the effect from assignment pfcg-role to business role?
As I see authrizations from pfcg-role assigned to business role have no effect to user...
Best regards,
Artuк Litvinov.

Artur,
The business role assignment does not give a user that PFCG role. Instead it is just a mapping table and does nothing more.
Therefore that UIU_COMP auth object must exist in the PFCG roles assigned to the user in order for them to use the webclient. In your scenario let's do the following:
You have pfcg roles:
RA
RB
You a have business role
B1
You have users:
Joe
Jack
Business Role B1 is assigned to role RA which contains UIU_COMP.
User Joe gets business role B1 and roles RB which does not have UIU_COMP. This will not let him use the webclient.
User Jack gets business role B1 and pfcg role RA. This will work because everything is there.
This means you need both the correct PFCG plus business role setup to make it work properly.
Take care,
Stephen

Maintaining WebUI Business Roles in PFCG/Infotype 1263

Hello there,
we are migrating from CRM 4.0 to CRM 7.0 and have to maintain the Business Roles for our users in the organization modell (PPOMA_CRM). Usually we have to assign the business role to the position. All users under this position will get the Business Role assigned.
As we have a complicated organization modell, I was wondering if there is a way assigning the Business Role directly to the PFCG-Role in the PLOG/INFOTYPE (1263) authorization object.
Does anyone have an idea? Or have tried this before?
Thanks and regards,
Jodi
Edited by: Ghayss Tarraf on May 3, 2010 4:24 PM

Hi Jodi / Ghayss,
I think you should be interested in the business role determination logic:
The system finds the business role in the following sequence:
1. check if there is any business role assignment in SU3
2. check if there is any business role assigned in the organizational hierarchy
3. check whether the pfcg role assigned to the user is asscociated to any business role
So basically what you need to do is:
1. assign the PFCG role to the business role
2. assign the PFCG role to user in su01
Then the system will find the business role accordingly.
Cheers,
David Wang

Cannot modify an authorization object in pfcg role for a business role

Hi Experts,
I have created two z pfcg roles from the standard business role CRM_UIU_SRV_PROFESSIONAL lets say by names zagent and zmanager. My requirement is actually to map these two pfcg roles two a service professional agent and service professional manager custom business roles respectively( I have created these custome business roles from standard business role servicepro) . I have identified an authorization object by name CRM_CO_SE which is basically used to check whether the user is authorized to create service contract transactions. So, in the agent pfcg role, I need to de activate or deselect this particular authorization object so that the agent will not be able to create service contract. (This is not a real time requirement, but an internal assignment). When I change this object in the pfcg by deselecting 'Allow' check box and try to generate, it is not getting generated. I have selected all the options from the 'Expert mode for the profile generation' and still the traffic indicator for that authorization object is yellow. Am I doing anything wrong?
Please help me.
Thanks
Ajith C

Hi Leon,
Thanks for helping me, I have restricted the unauthorized user from creating a new order by disabling the 'New' button by checking the business role in the code. The pfcg configuration, I am skipping it for now. I have one mnore requirement. When one clicks on any items in the search result for the Service Contracts, it opens the details of that service contract with an 'edit' button. I can disable this button using do_output_preparation method for the some business roles. However, I want to disable this after checking a condition. The condition is that, edit button should be active, only if that service order was created by the employee who has currently logged on. I am relatively new to CRM and I could not figure how I can check it during run time. Could any one please help me with this?
Thanks,
Ajith

BAPI or Function Module to change PFCG role of an User from Background

Hello Experts,
I have a requirement to change PFCG role assigned in User from background and I need a BAPI , FM or any other method to do the same, I have gone through BAPI_BUPA_ROLE_REMOVE and BAPI_BUPA_ROLE_ADD_2 but as per my understanding , these are related to business role not PFCG.
Please help!!!
regards,
Arnab.

Resolved by myself.
regards.
arnab

Issues with New PFCG role

Hi Experts,
I have created a new Business role ZBP_MKT_MAN and PFCG role ZSAP_CRM_UIU_MKT_PROFESSIONAL. However the authorisations are not getting copied from SAP_CRM_UIU_MKT_PROFESSIONAL to ZSAP_CRM_UIU_MKT_PROFESSIONAL properly. Can someone guide me with the same.
Thanks
Leela

Hi Maikel,
Sorry type the infor incorrectly, i have creared a BP role ZBP_MKT_MAN for which i have created a PFCG role ZBP_MKT_MANAGER to the add the same to it. However, the new PFCG role ZBP_MKT_MANAGER is not getting displayed in the PFCG roles list and i am not able to add the same to the BP role ZBP_MKT_MAN. Can you plz let me know how to proceed further.
Thanks
Leela

Restrict creation of BP based on PFCG role

Hi Experts,
We are implementing CRM 7.0. In the IC AGENT business role we would like to restrict the user to only create contacts using the PFCG role SAP_CRM_UIU_IC_AGENT. We tried using authorisation object B_BUPA_RLT and CRM_BPROLE. But it did not work. Do you know if we are missing anything else? FYI..We are not using ACE.
Best regards,
David

In our system we had a similar problem but with Accounts or Prospects creation. This is how we resolved it: In CRM 7.0 each Customer/ Prospect BP Record has a field Employee responsible on it. This is set automatically on the BP creation page, if the User ID of the user creation the record is assigned to an Employee record. If the user does not have access to create Employee relationships (BUR011) it will fail to complete the customer creation process. Authorization Object B_BUPR_BZT (Business Partner Relationships: Relationship Categories) controls this. You will need to add BUR011 to u201CRELTYP_fromu201D

Can anyone help me understanding the links between Launchpad roles, PFCG roles, and portal roles!?!

Hi experts,
I am looking at the newer EhP5 and EhP6 functionality for ESS and MSS, specifically the WD ABAP portal applications. I've turned on all the business functions and services I think our team wants, however I'm confused on how to move forward in using them. For a little tech info, we are on EhP6 for the backend, but our portal is 7.02.
My first step was to assign the com.sap.pct.erp.ess.wda.Employee_Self_Service_WDA portal role to our test ESS user group in our sandbox environment. The ESS user got a new ESS tab in the portal and it's linked to the Launchpad role ESS, Instance MENU. I'm comfortable with ESS at this point, still need to learn more about customizing the menu for different employee groups without creating additional Launchpad or SAP roles.
Question 1: Correct me if I'm wrong, but is the Launchpad roll ESS, instance menu linked to the PFCG role SAP_EMPLOYEE_ESS_WDA_2?
Next, I was looking to see if there was a similar portal role for MSS, but it seems I can't find one. I implemented the MSS Addon 1.0 for ABAP and the portal and got a new MSS portal addon role, but it doesn't seem to be connected to any MSS Launchpad role.
Question 2: Is there a portal role to assign to users/groups that is linked to one of the MSS Launchpad roles? If yes, what business function or service is it a part of?
I'd like to use of the existing MSS Launchpad role to test some of the new portal functionality, but I'm not sure how to do it.
Question 3: How is a Launchpad role assigned to a SAP role in PFCG? Anyone have some documentation they can point me too?
Kind regards,
Garrett Meredith

Thank you Samuli, this was very helpful in connecting many of the pieces.
For now I have a very good understanding of how the new ESS is controlled and modified.
It appears that FPM_LAUNCHPAD_UIBB could be used to develop a similar component to call a custom launchpad role for MSS containing a customized list of WDA applications.
Is a MSS Launchpad a good way to pursue since we use a SAP enterprise portal?
I found a PAOC_MSS package containing other MSS embedded packages.
Could I use one of the embedded packages in there and by creating a Component configuration in the FPM_LAUNCHPAD_UIBB for one of the MSS WD applications?
Based on the documentation link above, PFCG roles are for NWBC HTML or Desktop versions.
Kind regards,
Garrett

Display Links on welcome screen of SC as per the role in PFCG

Hi All,
We have created a Z ITS service from a Z transcation and want to give the link of this ITS service on welcome screen of EBP only to some specific users.
We created a Z role in PFCG and attached the link of this ITS service using the option 'Generic Web Address (URL Template)' from the popup that we get on clicking Other button in PFCG .
How to check the role to display this link on the welcome screen?
We can not hardcode the link in ITS template because then it will be displayed for all users.
We can not use the Z transcation directly instead of calling the corresponding ITS service because then it also shows menu options on screen using which the user can access SAP EASY ACCESS menu from screen.
In PFCG it display under the Go Shopping folder:
BW_GENERIC_TYPE-Report
So how to check the role in ITS template and show the link only to specific users?
Thanks,
Anubhav

Hi Deepti,
Sorry for the confusing description.Let me explain in detail.
We have a Z report which should be accessible from a link on welcome screen of EBP.
For this we created a Z transcation of this Z report and selected Easy Web Transcation radio button and SAP GUI for HTML checkbox while creating this transcation.
Added this Z transcation in a role in PFCG .But the problem here is , when the link on screen is clicked and transcation is opened in IE it shows Menu , Save as variant , Back , Cancel and System options in header, using these user can access all transcations as if he is loged in to SAP from SAP GUI.
To avoid this we created an ITS service using this Z transcation and created corresponding service node in SICF .
So we either have to remove the menu options from header when this Z transcation is displayed in WEB GUI ie. when we attach this Z transcation in PFCG OR instead of calling the Z transcation , this ITS service should be called so how to attach this ITS service to PFCG ?
Further if it is a transcation we can check in the ITS Service BBPSTART Template BBPGLOBAL_650_EMP as follows...

repeat with idx from 1 to MENU_NODE_TAB-TEXT.dim;
if(MENU_NODE_TAB-S_IDENT[idx] == "ZBUSRP"); <--Here we check if the ZRole has ZBUSRP transcation attached to it in PFCG if yes then only display the link.
 A_S_IDENT = MENU_NODE_TAB-S_IDENT[idx];
 A_GEN_URL = MENU_NODE_TAB-GEN_URL[idx];
 A_OBJECT_ID = "parent.launchpad.menu.M" & MENU_NODE_TAB-OBJECT_ID[idx] & ".root.name + parent.launchpad.menu.M" & MENU_NODE_TAB-OBJECT_ID[idx] & ".path";
 A_TEXT = "Vendor Report";
 A_INTRODUCTION = "Business Card Report For Administrator";
 found = 1;
end;
end;
if(found==1);i=i+1;found=0;end;
How to apply this check when calling an ITS service that is in a role in PFCG?
I hope it is a bit clearer now.
Thanks,
Anubhav

PFCG Role Upload Issue

Hi all,
we are performing an upgrade from SAP 46C to ECC 6.0 and I download one Role from PFCG (46C).
I use a sandbox system ECC 6.0 for testing PFCG Upload but I obtain the popup message:
Incorrect release; see long text
Incorrect release; see long text
Message no. S#388
Diagnosis
The system release does not match the release in which the role was saved to the file.
Main Program: SAPLSHL2
Any ideas???
Thanks,
GB

Hi,
Best approach would be copy roles from 4.6C system into a 4.6C sandbox system and then upgrade the 4.6C sandbox system into 6.0. This method will ensure a consistent conversion of the 4.6 profiles and objects to ECC 6.0.
You can run SU25 after the upgrade to update your roles to include new auth objects/field/values/transactions of ECC 6.0 and also remove 4.6 C auth objects that are no longer in use.
This approach will definitely save lot of manual effort to upload roles into new ECC6.0 system and avoid any inconsistencies/ authorization errors in the upgraded system.
You can easily search this forum for more information on SU25
[Upgrade 46C to ECC 6 0 STEP BY STEP ---Developing;
Hope this helps!
Sandipan

Indirect pfcg role assignment - no roles in SU01

Hi experts,
I would like to assign PFCG roles via indirect assignment, this means i would assign roles with the organisational model (transation ppomw).
I did the assignment and i executed the transaction pfud for user master data reconciliation. But the pfcg roles are not assigned to the user (see roles in transaction SU01). Usually the roles should be displayed (in blue and with xflag for indirect assignment).
Are there any customizing configurations i have to keep in mind?
Hope you can help as fast as possible.
Thanks a lot and best regards,
Natali

Run PFUD if this is still an issue.

1 Business Role = 1 PFCG role

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