Business role of user

Question

Hi,
How do we find what business role is associated with the user in crm sap 2007?
Regards
Shilpi

Answer 1

Hi Shilpi,
Do the following :
1) Generate PFCG Authorization Profile.
Goto Transaction PFCG ->Select the role (example: BP_SLS_EMPLOYEE)->click on CopyAs -> Change the name to Z_BP_SLS_EMPLOYEE -> select "authorizations" tab page -> Generate Profile (click on button next to Profile Name -> display authorizations screen will be displayed -> click Generate Profile (shift+F5) button next to open button) -> Save -> accept transport request (if any))
2) Assign PFCG Authorization Profile to User
We can achieve this by 2 ways
a) Goto transaction SU01->enter user name (ex: SAPUSER01)-> select 'Roles' tab page-> enter PFCG Role (example: Z_BP_SLS_EMPLOYEE)-> select 'Profiles' tab page -> enter SAP_ALL and SAP_NEW -> Save
OR
b) Goto transaction PFCG-> select 'Users' tab page -> enter user name (example: SAPUSER01) -> Save
3) Assign User to the Business Partner (Employee)
Goto transaction BP -> create a new BP in role employee or open/display the existing BP in role employee (example: Shilpi) -> select role = employee -> select 'Identification' tab page -> enter User name (example: SAPUSER01) -> Save -> accept transport request (if any)
4) Assign Employee to the Organization Unit
Select the Organization unit and assign the BP employee to the position (position = sales employee) -> Save
5) Create Business Role
SPRO->Img->CRM->Business Roles->Define Business Role-> select 'SALESPRO' (business role)->click on CopyAs->Change the name to ZSALESPRO->only change PFCG Role = Z_BP_SLS_EMPLOYEE->enter->click on skip button (ignore any warnings)->Save-> accept transport request (if any)
6) Assign Business Role to the Position in Org. Model
SPRO->Img->CRM->Business Roles->Define Organization Assignment->select the position (example: sales employee)->double-click on position (to make sure that you have select position)-> click on 'Goto' -> click on 'Detail Object' -> click on 'Enhanced Object Description' -> select 'Active' tab page -> highlight 'Business Role' line -> click on create/change button to add the business role -> enter Business Role = ZSALESPRO -> save -> accept transport request (if any)
7) Refresh your Internet Browser
Tools-> Internet Options -> Click on delete files button -> select delete all offline content check box -> click on OK button
Logon to CRM WEB UI with the User (SAPUSER01)...
Please note that when ever you have saved any configuration in CRM, you have to come out of that sequence to reflect the changes made.
If this solved your problem, please award the points...
Cheers,
Peter J.