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,
Masood Imrani S.

Similar Messages

SAP CRM 2007 Business role assignment

Hi all,
We are using CRM 2007. and we are trying to assign Business roles to users using the PFCG ROLE ID attribute.
1- We create a PFCG role : "pfcgrole1"
2- We create a Business Role "Businessrole1" and put PFCG Role id = "pfcgrole1"
3- assign the user to the PFCG role "pfcgrole1"
We have two cases :
CASE 1:The user is assigned to a position in Org management but the position does not have any Business roles assigned.
RESULT : The user logs in to CRM, the user gets error message "Logon is not possible because you have not been assigned a business role"
CASE 2:The user is not assigned to any position in Org management.
RESULT : The user logs in to CRM, everything works fine
my interpretation : org management has precedence over business role assignment using PFCG roles and blocks Business role assignment even if the position has no Business roles assigned
Anyone has any idea how to assign business roles using PFCG ROle ID even if the user is assigned to a position without any business roles
Thanks in advance.

Please review these old threads first:
Re: Reg: Business Role
Assignment pfcg-role to user and assignment pfcg-role to business role
There is a lot of technical background on how business role to PFCG role assignment works.
Thank you,
Stephen
CRM Forum Moderator

Organizational Model - WebUI business role assignment

We have created the organizational model in our system where we have the levels that are tied to a specific business role. We have been manually assigning all of our users to these organizational model levels in order to have the business role assignment. I am curious if there is a program or easier way to do this than to have to create the assignment to the employee record manually in the org model.
Any help would be greatly appreciated.
Thanks,
Darcie

Hi Robert,
maintaining the user profile directly may be easier with only a few employees but for large companies this method will end up being more maintenance intensive.
for Org you only have to maintain it on the Org unit or position and all employees underneath will inherit the role; whether it's 2 individuals or 2000. and if the person is moved into a different position laterally or through promotion there would be no maintenance required as the information would replicate from HR (if you use/have the system) and the person would inherit the new position and role automatically.
for User parameter if you only have 2 individuals it is easier but 2000 is too much to maintain. there is some automation but would require you to create them and run them yourself.
pfcg at most companies do not fall under general master data maintenance and would require involvement from the security group and they often do not want to generate empty or unnecessary security/authorization profiles - the maintenance workload is shifted to them also in this case.
regards.

Business Role Assignment to User by Organizational Model

We have created the organizational model in our system where we have the levels that are tied to a specific business role. We have been manually assigning all of our users to these organizational model levels in order to have the business role assignment. I am curious if there is a program or easier way to do this than to have to create the assignment to the employee record manually in the org model.
Any help would be greatly appreciated.
Thanks,
Darcie

Hi Robert,
maintaining the user profile directly may be easier with only a few employees but for large companies this method will end up being more maintenance intensive.
for Org you only have to maintain it on the Org unit or position and all employees underneath will inherit the role; whether it's 2 individuals or 2000. and if the person is moved into a different position laterally or through promotion there would be no maintenance required as the information would replicate from HR (if you use/have the system) and the person would inherit the new position and role automatically.
for User parameter if you only have 2 individuals it is easier but 2000 is too much to maintain. there is some automation but would require you to create them and run them yourself.
pfcg at most companies do not fall under general master data maintenance and would require involvement from the security group and they often do not want to generate empty or unnecessary security/authorization profiles - the maintenance workload is shifted to them also in this case.
regards.

Business role assignment get lost

Hello *,
from time to time single users report logon problems due to missing business role assignment.
In these cases business role was assigned via user in tx su01 directly. Whenever it happened the affected user itself is shown for last modifier of user record. But the users of course are not authorized to edit this data.
We assume that maybe the personalization in web ui could be the reason but up to know the behaviour was not reproduceable.
Does anyone know this issue?
Kind regards
Thomas

Hi Thomas,
Sorry but maybe I've explained myself poorly. You said that business roles that were missing are normally assigned directly in SU01. Then, in order to try to understand how they are remove, in SU01 transaction there is a functionality that allows you to see the change history for every add/removal of a role. This will tell you the user that performed the action and which tcode he used.
Check this functionality that it's available as a menu option in SU01. Maybe it can give you some good clues about what's happening.
Kind regards,
Garcia

Issue regarding Business Role assignment

Hi All,
1.
I have a user Agent1 which is assigned to position POS_IC_AGENT in my org structure.
In the infotype Business Role I have assigned IC_AGENT (standard) business role.
IC_AGENT has PFCG role SAP_CRM_UIU_IC_AGENT assigned to it.
But, when I run the application (for my user Agent1), only telephony buttons are visible on top, navigation bar and work area is empty (nothing is visible there)
2.
Now, when I open my user Agent1 in SU01 and assign PFCG role SAP_CRM_UIU_IC_AGENT.
Now when I run the application everything is visible (telephony, navigation bar and workarea).
Why is it not visible in first case?
I think it should work without assigning Role in SU01.. I mean it should have taken settings from Org. structure
Regards,
Ashish

Hi Ashish,
As far as work center page context is concerned , its decided by the navigation bar profile and business role customizations ( we add work center home and several related stuff etc in navigation bar profile and make them activate/deactivate, visible/invisible through business role customizing ) .
PFCG role has nothing to do with what you see on the Work Center...it decides whether you can see or not..meaning whether you have authorization for disply of a business object and its related subobjects.
PFCG role basically determines the authorization objects that will be grated to the particular business role ( to which this PFCG role is linked ) PFCG is about CREATE/CHANGE/DELETE authorizations.
In first case, its business role linked authorizations. You dont see the work centers may be because USER has not granted the DISPLAY authorization for the business Object related to BP( i.e Account ) , or BO related to account search (BUPASEARCH ) as the IC agent home basically has Account identification home , or account search home...which overrides the PFCG authorizations attached to the business role.
Remember, individual object authorizations set for a user using transaction PFCG will have more priority over the Business role linked authorizations as 1 business role can be assigned to many users however if one user is not grated to see BP related data, this will still remain enforced even though the business Role PFCG is granting him to see...There is a difference between user specific authorizations and Business Role specific authorization...
In second case,its user linked Authorizations. When you add the PFCG role in SU01, this is being the User Specific Authorizations which will always have the priority and thus granting the display.
This is my basic understanding. I am 100% sure that PFCG role only controls the DISPLAY/CREATE/CHANGE related authorizations and lots more in context of authorizations. However what to include & show is decided by Navigation Profile and Business Role customizations.
If everything is intact in navigation bar profile and business role customizations, and still you dont see anything on the work center, then i am 100% sure that its related to User Authorizations
Refer pg 56 in CR580, it will clear your doubt.
Thanks & regards,
Suchita

Report alle Business Roles assigned to Position

Hello,
I'm looking for a report wich brings a coomplete Objectdescription of an incorporate position in a organizational Model. Very important is the information which business role (we use CRM 2007) is assigned to the position.
I checked already report rhstru00 but I don't know which structure parameters I have to take to get out the required information.
There must be a way to get this information.
Thanks a lot in advance!
Best Regards
Stephan Jung

Step1
U should know the Personnel number of the person u want to assign role.
Step2
PA20 to do Org assignment
Info type = get the position number
Step3
Go to PO13 for Position number
You assign the position number to Role (basically you create a relationship b/w Position number and Role here)
Define relationship B 007 Relationship type (Always select this Relationship type)
Step4
Go to SU01; create a user ID for THAT Personnel number ( If the user don't have one)
Step5
Go to PA30 you define relationship between Personnel # and User ID
Create Info Type 105, Subtype 0001
In ID/Number = User ID and save
For personnel number
Step6
Run PFUD
To update user master record i.e. to enter the role that is assigned to that position in org level. Put the Role name and select Reconcile User Master Data and execute.
Or
In SE38 Run report RHPROF0

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

Business Role Assignment

Hello All
Where do we assign Business Roles to Org Unit / Position. Can somebody please provide the navigation.
I am in training and actually I want to get the business role created by me displayed when I log to CRM Web Client. How to do ...
Thx
DM

Hi DM,
by using tnrx PPOMA_CRM, Click on the Position which you have created. And then click 'GOTO --> Details Objects' on the top of the GUI page.
Select the tab Business Role and then create a new infotype.
Choose your Business Role in the Field 'Business Role' and save.
Now you have assigned your Role with your org.
Let me know in case you need any more specific explanation.
VS
Edited by: VS on Aug 7, 2009 2:42 PM
Edited by: VS on Aug 7, 2009 3:06 PM

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.

Business Role assignment to user

Hi all,
I am learning about the concept of business roles in CRM. In the forum discussions I see that the business role has to be assinged to the user even though we assign the PFCG role (linked to the business role) to the user. Like SU01 where we assign pfcg role to the user, what is the transaction code to assign the business role to the user.
Thanks.
Neha.

I'm going to chime in and say this question has been discussed to the detail in this forum. If you would have done a search you would have a pretty good discussion on this topic.
Re: Reg: Business Role
That thread covers all your options in detail.
Thank you,
Stephen

Business Partner missing in Org Structure

Hi all
in Org structure if the purchasing group org unit has BP number missing how can we assign it ?

Hi Worana,
BP is automaticaly created for purchase group when you create PG right? Can you explain what exactly your requirement? check all necessary address data for purchase group like postal code email country ,region.
Regards
Muthu

Business Partner ID in Org structure Not generated

Hi,
when i am creating a New Department(Org.unit) in My Org Structure ,system is not generating a Bussiness partner ID number.
If system is not generating the number will there be any problem if i move ahead.
do let me know why system is not generating the Number
regards
subhash

Hi Subhash,
As you said BP will be generated successfully for the dept if you fill the all address correctly .otherwise not. so request you fill all address data include mail also and save and see bp would have cretaed. mail if you dont get BP.
regards
Muthu

Business Partner Number in Org Structure

Hi,
While creating the organisations in org structure the BP partner nos are not generating.
Please let me know what can be done for this.
Also, how to set the BP no. ranges.
Regards,
Manu

Hi
please fill all the address value include country, region ,mail id everything for thast organisation structure and save and go back and do ppoma_bbp. it would have created bps for that org structure
tcode bucf - no range for bp - for this it creates internal number ranages
regards
Muthu

Business Process Push and Org Structure

Hi experts,
When using Business Process Push with email, do I need to assign the specific group of agents to the same org unit for a particular (email) queue that the email is pushed to? How does that affect the reporting side?
Thanks, Dave

Hi....VP,
Nitin already provided very good links.
Im adding to his reply.
Please go thru following threads.
http://help.sap.com/SAPHelp_46c/helpdata/EN/3d/72369adc56d11195100060b03c6b76/frameset.htm
http://www.sap-img.com/sap-ps.htm
http://www.sapprojectsystem.com/
http://www.sapprojectsystem.com/2008/05/03/sap-ps-documentation/
SAP Project System - A ready Reference ( Part 2 )
Regards
Chandra

Refreshing business role assignment to org. structure

Similar Messages

Maybe you are looking for