Business role configuration

Hi
Can we configure the business role of sales professional in backend so as to make it eligible to block/archive an account in web UI??
Thanks
Aakshi

Thanks for the reply.
1. Can we Block/Achieve the BP from WEBUI.
2. If yes, through which Business Role.
3. If not available as standard how can we achieve this.
As a standard the BLOCK and Archieve options are available in STATUS tab of BP in CRM GUI.
We would like to know, how can we control it through WEBUI.
Please advise.

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Business Roles configuration for ARM

Hi Gurus,
We have implemented ARM piece of AC but now we have a requirement to map our security technical roles to business roles. Can we create and use business roles without using BRM ?
Example: Create/maintain single roles in backend (ECC/BW etc) and import in GRC then map single roles to Business roles for requestors to select.
Regards,
Salman

Yes Salman,
You can use BRM to create business roles to group roles as per your requirement. You need to confirm the check box for connection group as Business, as below:
As you mentioned, I assume you have defined the Methodology Processes and Steps for role maintenance then under NWBC, you would be able to see role type as Business.
Hope you completed the action for: Deactivate Role Types
Let us know if you need more info on this or for any issues.
Regards,
Ameet

Business Role - Configuration Key

Hi experts,
I have made a lot of view configurations on my configuration key. And now, i need another role with same configurations except 2 or 3 diferences. So i want to copy the configuration key with all its configurations. Does anybody know how can i do this?
Regards.
Sadi Yılmaz

There is a class named CL_BSP_DLC_STORAGE_UTIL with a method COPY_CONFIG(). I am sure you can write a small report looping over the entries in the configuration table for your role key. Best of all this method writes the transport entries for free =)
I think it does copy the texts you maintained on the view, too.
cheers Carsten

Replicate Cust Enhancements on UI Configuration to different Business Roles

Hi Fellas,
I thought this would be straight out of the book solution,
well, but it seems Im not so right .
I need some suggestions on the following issue i am facing-
I had made some custom changes to a CRM application (Creating a Service Request - SRQM_INCIDENTH, Creating
Business Opportunities - BT111H_OPPT) on a Z Business Role which has been associated as default to my User ID.
Now i have been asked to replicate the same UI screen changes to some other Z Business Roles as well.
I took the approach of creating a new UI Configuration (Copy of the exisiting UI Configuration) based on the resp. role - ZABC.
But when i logged into WEBUI with the role ZABC i did not see the view i expected.
Can you all please pour in what you think should be the way to do this job?
Folks plz pour in with quick responses as today is d last day of d mighty 2010 year !
and i certainly dont wanna pull this issue in the mightier 2011
Best Regards
Dedeepya

Hello all,
It lies resolved
Well, my earlier solution was indeed correct. just few tweaks here n there.
Wish u all SDNers a Fantabulous Year 2011.

Individual Account Creation in IC_AGENT business role.

Hi,
After system got upgraded from 6.0 to EHP1, marketing attributes are not working as expected.
When i create an Individual Account type in ZIC_AGENT business role, it gets created successfully but its marketing attributes are not getting set when i check in the Account overview.
There is a BADI implementation of "BUPA_GENERAL_UPDATE", i debugged and found that in FM "CRM_MKTBP_READ_KSSK_AUSP", system is trying to get the attributes from table "ausp"
      select * from ausp into table et_ausp
          where partner_guid = lv_guid
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I think, somewhere configurations are not done correctly. But i am aware where i check all these configurations for markting attributes corresponding to BP. If you know then please let me know.
Thanks
Raman.

Hi,
You can check it in ,
MARKETINGPRO ( business role ) -> Marketing ( work center ) -> attribute Sets
search for the specific attribute/attribute set. go to OV page ..there will b check box for person and organization.
Regards
Sandeep Kumar B

Using fact sheet 'BP_ACCOUNT_FS' in IC business roles

Hi experts!
I have a requirement to customize the fact sheet in IC business role, where the 'ICCMP_AFS' fact sheet always opens. But I need all the assignment blocks and information that is in 'BP_ACCOUNT_FS' fact sheet.
So, is there any way to make that in IC Business Roles there was fact sheet 'BP_ACCOUNT_FS' but not 'ICCMP_AFS'?
This question is extremely important for me.
Thanks in advance,
Andrew.

Hi, Chimalwar!
What I've done:
1. Defined logical link 'ZIC_AFS' in transaction CRMC_UI_NBLINKS, by copiyng it from standard 'IC_AFS'. I only changed the parameter and put it 'BP_ACCOUNT_FS'.
2. Define Profile (choosed the profile I need) -> Define Generic OP Mapping
Choosed my navigation bar profile and made the following customizing:
Object type: FACTSHEET
Obj.Action: B Display
Use target: nothing checked
Target Id: nothing selected
Use Link: checked
LogLink ID: ZIC_AFS
3. Transaction 'BSP_WD_CMPWB', Component: BSP_DLC_FS -> Component structure browser -> Views -> BSP_DLC_FS/factsheet. I've created my own configuration, copying it from standard 'BP_ACCOUNT_FS':
Config key: my own, for my business role
Component usage: <DEFAULT>
Object Type: 'BP_ACCOUNT_FS'
Object Subtype: <DEFAULT>
After confirming Business Partner I can see the fact sheet I defined.
But my task was to see the fact sheet of the business partner when I select it in a call list, before I confirm it. And there was ABAP.
Regards,
Andrew.

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

Copied Business Role in Solution Manager ITSM

Hi All
This is eunhwa.
I have a question regarindg copied business role in Solution Manager ITSM.
To copy business role, I copied technical roles Navigation profile, configuration key and PFCT Role ID. And then I copied
a business Role. And assign copied technical roles to copied business role.
And I changed Direct link group UI. For example, in copied business role ZSOLMANPRO, There were many
direct links, I only left ‘incident’ and ‘problem.
However when I selected incident’ in direct link, there was no transaction ‘zmin’ assign. I couldn’t create a incident.
Why this error happened? Is there anything which I miss?
Thanks.
Best Regards,
Eunhwa Park

Hi,
Well, there are multiple things you can check.
1. If you are using IE
You have to add the page/pop-up to the compatibility mode of your Browser.
IE -> EXTRAS -> Settings for Compatibility Mode -> Add -> Refresh the CRM WEB UI
2. Check if you had assign SM-CREATE in the ZSOLMANPRO Navigation profile. (In Assigning the direct link groups to Nav. Bar profile.
3. Check whether you had authorizations for ZMIN in PFCG profile.
4. Additionally check
1905448 - How to restrict the suggested transaction codes when creating an ITSM
Incident using CRM Web UI - Solution Manager
5. In define transaction types corresponding transaction types are active. (In SPRO under solman ->Capabilities->ITSM-> Transactions)
6. Check the copy control whether they are fine. (In SPRO under solman ->Capabilities->ITSM-> Transactions)
7. Ensure that the transaction type's channel definition in customizing is set to 'CRM Web-Client UI'
If your issue is still not resolved yet, please paste the error/screen you are getting.
Regards
Rishav

Business role customizing not working in crm 2007 web client

Can someone tell me what services need to be activated via sicf for business role customizing to work in the Web Client under the Administration component in CRM 2007. I have everything else working in this are eg surveys, document template, fact sheet configuration, view configuration but the business role customizing when selected just opens a blank screen
Thanks in advance
Eddie

Hi Eddie,
The SAP CRM 2007 Master guide suggests enabling all the SICF services in the SAP namespace.
We had some script errors in CRM UI, but once all the SICF services were activated, they simply disappeared.
The IDES demo systems are also set up this way, so you can try doing it.
Regards,
Padma

Transaction launcher not working for custom business role in WEB UI

Hi Experts,
we have maintained a link for activity reports in web Ui which triggers a program Z_CRM_TIME_REPORT . we have maintained the logical links and assigned them to the custom business role. when we run the program in SE38 in GUI its working fine but we are facing the problem when we click the link in WEB UI we get a different screen related to BP and not the activity report.Kindly suggest what are the configuration need to be tested.
Thanking you,
Deepa

My guess would be that the parameter stated in the logical link (navigation bar customizing) that you use is incorrect. This should be the name of the transaction launcher definition you have maintained.
Otherwise, check the transaction launcher wizard to see that the report is maintained correctly.
Hope this helps.
Regards,
Pieter Rijlaarsdam

2 Business Roles - Navigate from One to Another

Hello
My Key user is assigned a regular Web UI Business Role(CASEWORKER) and it is used for daily work.
However he needs to access standard FCC_AGENT IC specific role in order to process the Collection Work Items occasionally.
Solution which I am thinking was to assign both the Business Roles to User.
However the disadvantage is: User have to switch back to Other Role in order to perform the Operation. Moreover the User is not really happy with this approach.
Is there any other option available ?
Is that possible to Open a new Session (for Secondary Role) from Navigation Bar of first Business Role ?
Please advise.
Cheers

Hi Remo,
Maybe you can consider configuring a new business role for your key-user, where you can put all workcenter that he needs (from both business roles that you indicated).
What do you think?
Kind regards,
Garcia

Logon is not possible because you have not been assigned to a business role

I am getting the message u201CLogon is not possible because you have not been assigned to a business role; contact your system administratoru201D when I try to access an incident ticket SMIN I created in SolMan 7.1. I have seen this exact error in lower releases and was able to resolve it by making sure the business partner had a General and an employee configured. Unfortunately on 7.1 I have both but I still canu2019t open the message I created. Same error if I test SICF service /default_host/sap/bc/bsp/sap/ crm_ui_start. I have gone through SOLMAN_SETUP IT Service Management and Generate BP Automatically but no luck so far. Any ideas? Thank you,
David

Hi,
As far as I know, you need to maintain business org details (like org name, positions, business partners etc) in the ppoma_crm tcode. Then have to assign a position to your user ID. This assigns the business role as well.
This link should be helpful:
http://www.sapcrmsecurity.com/SAP%20CRM%20Business%20Role.html
Regards,
Srikishan

Business role for technical users

Hi,
Does SAP deliever a crm 7.0 business role for technical/consultant users? I need to get access to the configuration mode i the webclient where I can change and add new fields. Can anybody help me?
Thanks,
regards Camilla

Hi Camilla
Check Best Practice Guide C04.
Create the Power User role as instructed in the document.
This will enable to to complete configuration tasks.
Regards
Arden

Business Role assignment now working as Expected

Hi All,
We have a User A, B and C , all these users have Business Role X, when these users were logging in they were gettings screens as per the configuration.
However now all of sudden Only User A ,though still has same Business Role X , is getting different Work centers,Logical links Mostly standard(Claim management, worklist, calendar,Email Inbox) .
User B and C who have the same business role are getting correct UI screens.
We are unable to find what went wrong all of sudden.
Thanks in advance for your suggestions
Regards,
Chandu.

Chandu,
If the CRM_UI_PROFILE is set to some UI Profile, this takes more priority(than the UI Profile assigned to the Business Role)
and shows the Navigation Bar and Work Centre configured for this UI Profile.
The normal Business Role configs wont work at that time.
Remove this entry and see, it will solve the issue.
Regards,
Masood Imrani S.

Role Based Access through business roles? Switch b/w business roles?

Hey Guruz:
We have a situation where we want to really chop down on what the user should see in UI.
What this basically means is that we want to define job based business roles. In essence a user should only see what he is allowed to execute as part of his job function.
One solution would have been to create 1 business role and control everything through the pfcg role. But, this will be a very unfriendly approach, as the user would never really know what is part of job profile and what not till he clicks on it to find out that it doesnt work and is not authorized for it.
To avoid the above situation, we want to give managers and users the liberty to pick out their own combination of business roles which suits a users job profile. I know this would mean we might have to create quite a few business roles, but atleast it avoids reduntant access.
Any thoughts are welcome.
Questions:
If a user is assigned multiple business roles how to switch without really logging off?
Can we have tabs or something on the header or nav bar which allows a user to switch b/w business roles?
Can the net affect of multiple business roles be combined when assigned to a user ?
Thanks
KT

Hi KT
The whole concept around assigning a Business Roles is to provide a specific set of functions to a specific user or user group.
There should not be any reason for a User to log off from one role and then log in with another.
If for example you want a user to have some Sales Professional access as well as some Service Professional access then you would copy Sales Professional Role to you own custom role, remove the Sales Professional attributes that you do not want, then add in the required Service Professional attirbutes required.
The WEB UI views can then be configured for that particular Custom role you have created.
Hope this helps
Arden

Business role configuration

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