Business roles for diffrent org positions

Hi guys,
I have an issue:
I have an organization model:
Org ABC-> Org A-> channel manager
-> Org B-> partner manager
I assigned channel manager role to channal manager in org A but when i assign partner manager role in org B , it overwrites the channel manager role for org A also. In short the organization model is taking only one business role. What could be the issue?
I have assigned the required PFCG roles to both the business roles.
Plz help!!
Regards
Shikha

HI Shikha,
i hope you are assigning the Role to the Position cretaed in your org model.
That is by navigating thru
GO TO-DETAIL OBJECT-ENHANCED DETIAL DESCRIPTION-By creating new infotype for Business Role
here one can assign the Business Role with the position.
In case you are not assigning by above mentioned way. Try to do so. Hope this will help.
Vijayata

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Authorizations & Business roles for ITSM

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i would like to ask whoever implemented an ITSM as a service desk for an IT organization, after setup the Organizational Structure (Organizational Model) and setup the Organizational Unit (Sold To Part) and Org. Object (Support team).
what is the best approach to give Authorizations & Business roles for :
1) new employee joined the company as an End User (Requester).
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Yazeed

HI Shikha,
i hope you are assigning the Role to the Position cretaed in your org model.
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GO TO-DETAIL OBJECT-ENHANCED DETIAL DESCRIPTION-By creating new infotype for Business Role
here one can assign the Business Role with the position.
In case you are not assigning by above mentioned way. Try to do so. Hope this will help.
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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?
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Check Best Practice Guide C04.
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I have just replicated the behavior you are describing in our training environments. This is not the expected behavior. I will immediately open a case with Customer Care, and I suggest you do the same.

Refreshing business role assignment to org. structure

Hi Experts,
I am trying to change the assignment of business role in org. structure but the changes are not coming into effect.
i.e. initially i have assigned servicepro to my org. strcuture & i am getting the relevant screen on login into WEB UI.
Now i have changed it to marketingpro still i am getting the same screen.
Can any one of you suggest that how i can refresh such changes.
& can anyone also suggest how i can assign business role directly to users.
Thanks & regards
Nanda Kumar

Hi Nanda,
I assume the reason for Business Role change not refelecting can be
1. A Profile assigned in SU3 or
2. You are trying to open the Web UI from same browser session using a new tab in IE7 (internet explorer), you need to create a new browser session.IE7 tabbed browser does not recognize the changes in SAP GUI, you need to open in a new browser.
Regards,
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Standard WebClient UI business role for the CRM 7.0

Hello Gurus
where can we get the below mentioned thing....i tried in service market place but i did not get
The predefined authorization roles are provided as attachment BP_CRM_ROLES.ZIP to the collective note of this SAP Best Practices version. Download and unzip the roles to your local directory
after dowloading we need to uplaod in to PFCG roles
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i am struck of ove here
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Hi Sreeram,
The roles you want to assign to the user you have to select for your scenario. The best practice role assigned to an user to navigate to the webclient. The other roles you assign to the user to give authoraization for your scenario. If you will go to C04 document you can get the standard roles which will be assigned to one particular user. For the standard user let sal SALES_MAN we assign the standard roles as peer the best practice as SAP_CRM_UIU_FRAMEWORK ,SAP_CRM_OR_ADMIN, SAP_CRM_OR_USER and BP_SLS_MANAGER. If you need other authorization for the user then copy the standard role and assign the authorization manually in transaction PFCG.
Hope this will help you.
Thanx
Chinmaya

Change business role for a user badi

is there any badi to change a business role assigned to a user dynamically i want to change...
inputs will be highly appreciated. i want to change the business role based on some condition...
some thing like component_loading, where we can change the enhancement set.. i am looking for similar kind of thing for changing business role...
thanks in advance.

Hi Niraja,
Did check these BADIs
BUPA_ROLE_CHECK
BUPA_ROLE_EXPORT
BUPA_ROLE_IMPORT
BUPA_ROLES_UPDATE
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Raghu

Business Role, Technical Profile, Application, Start Page in UI for service

Hi CRM 2007 gurus,
I have made all the settings in accordance with C04 to use the UI for the services role (copy of business role SERVICEPRO). Created the relevant PFCG role and a position in the org model; with a user and the business role assigned to the position. But I am getting an empty page on login.
Then I changed the technical profile from DEFAULT to DEFAULT_IC; then it started giving an error "Permission denied".
I then changed the start application to CRM_UI_FRAME and the start page to DEFAULT.HTM; then Internet Explorer started exiting on its own after the login.
Can someone pls tell me what is amiss. Do I need to include some specific application and page as the "Startup Application" and "Start Page" in the technical profile (these are currently blank for the technical profile DEFAULT attached to the concerned business role).
Points to be won; kindly help asap.
Regards,
DP

Hi Deepak,
few cents that might help:
- Your problem is definitely not related to authorization issues. (easily derived by the nature of the error message and the point where it occurs (CL_BSP_WD_STREAM_LOADER))
- The error message you received is being raised when CRM UI runtime tries to load a runtime repository. In case a runtime repository of a component has dynamic parts (e.g. the shell part itself), the repository is being loaded by the system via HTTP or HTTPS, depending on system settings. This results in the system sending a HTTP(S) request to itself.
Now, there are two likely reasons for this going wrong:
a) the system cannot "see" itself on the network (hosts problem, reverse proxy sceanrios, etc.)
b) the runtime repository doesn't exist at all (ressource doesn't exist). This sometimes happens if component enhancements are active in a client (customizing settings) but the respective enhancement component (development objects) haven't made it into the system.
c) In your case we can rule out this one: the SICF service for the UI component is not active - in that case the response would likely have been something like "Access forbidden" and you confirmed already all SICF services being active
To get more clarity, you might want to proceed as follows:
- Set a breakpoint in the line mentioned in the error message. You can access the source code of the releavant method using SE38 even though the include name looks pretty scary in the message (CL_BSP_WD_STREAM_LOADER=======CM02 or so).
- In the debugger, check the name of the URL that had been tried to access (The variable should be available some lines above the breakpoint where the request gets sent).
- try to access the same URL directly from your browser.
Now, if you still don't get a valid response, b) might be the case. If you get an XML file back, a) might be the case.
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Peter

How to delimit business roles in Org Strucutre

Hello,
I have a requirement where in I need to schedule and delimit business roles in the organisation structure(ppoma_crm).
Business Requirement: Short term assignment of the Sales executive to Sales manager (Duty manager) role.
The main issue is how to automatically remove the assignment (in tr. ppoma_crm) after the approved period expired?
A particular scenario is such when a sales executive is assigned a sales manager role in the latter's absence for a limited period of time say 1 week. Another req is to assign such a role say one week ahead of scheduled date (set on 14.2.12 for the role to be effective on 19.2.12 for a period of 1 week) and then automatically delimit it on 26.2.12(1 week after 19.2.12) without manual intervention and the need to check for such cases manually, because there could be multiple assignments.
Currently, we have business roles assigned to posiitons. I can only delimit the business roles on positions in the Infotype for Business Roles in transaction PP01. Need a way out for my requirement. I need a way to schedule and delimit business roles in the org strucutre.
Suggestions and possible solutions awaited.
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Hello Kannan,
please check notes
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1013207 - Installation guide
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BEx Analyzer works with MS-Excel only.
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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.
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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
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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

Business role in IC

Hi experts,
I have a confusion on understanding Business Roles in interation center.
scenario:
call center set up is there with 100 CSR's, where everyones role is same.
here my confusion is Do we have to create different business role for each CSR or, only one role we can assign to Org for all the users.
if am assigining one role to all users how it is going to differentiate with each other.
Ex: one CSR created Search criteria differently and other created differently, like if 100 creating, will all 100 search options will be available to all ? if yes searching this search criteria itself is a problem ?
how about the recent items.
If we are using only one business role, how we are going to differentiate b/n the users.
How the Business role concept used in IC ?
Regards

Hi,
Thanks for your reply.
Here is the scenario am explaining again:
call center set up is there with 100 CSR's, where everyones role is same.
1. here my confusion is Do we have to create different business role for each CSR or, only one role we can assign to all users(as i know we can assign from Org)
2. if am assigining one role to all users how it is going to differentiate with each other users.
Ex: one CSR created Search criteria differently and other created differently, like if 100 creating, will all 100 search options will be available to all ? if yes searching this search criteria itself is a problem ?
3. how about the recent items.
4. If we are using only one business role, how we are going to differentiate b/n the users.
How is the Business role concept used in IC ?
My confusion is with Business roles, how this is differentiated b/n the users if it is only one role.
Thanks in advance.

Assign some Business roles in the CRm 7.0 i n the UI frame work.

Hi,
I need to assign some Business roles in the CRm 7.0 in the UI frame work.
& how we need to assign the org to the business roles.
Please provide any doc or any link is more appreciable.
Thanks & Regards
Prajith P

Hi,
When in the Org Structure, DOUBLE CLICK on the position so that it opens up the details screen.
From the menu options, Select Goto>>Detail Object>>Enhanced Object Description>>Under the Info Type, Scroll down to business role, select and click on change mode. The business role assigned to that position will be displayed. Here you can assign the required role, save and go back to the org strucutre. Save again. It should be done.
Regards
Varun Taneja

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

Business Role Cache

Hi
I have added and removed some Business Roles for a particular user. But when that person logs into CRM UI (CRM 7.0), old business role is being displayed.
Please help me in resolving this.
Regards
Hitsm

Hi,
have you added the business role directly to the user in SM04 with parameter CRM_UI_PROFILE?
Or have you added the business role to the org-unit where the user is assigned in PPOMA_CRM?
Please check both points.
As i know there isn´t a cache for business role assignements.
If this does not help check if your new business role has been transported correctly.
Best regards
Manfred

Business roles for diffrent org positions

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