Reg: Business Role

Hi All,
   I would like to know whether the below scenario is possible in CRM 2007.
our organization structurefor eg. is - orgunit - > department -> divisions -> managers -> users
workcentres for example: service, case, sales, activity, email..etc
Email is common for the entire organization.It can be clicked and able to get the work group.
my scenario is to have only one Business Role for the total organization.
I need to show all the workcentres in the navigation bar for total organization, no matter who logs in..
(i guess anyways it will show all the workcentres..because it has only one business role)
Now is it possible to filter at the workcentre level with some authorizations...
Example:
   if my manager logs in:
    1) he has to show all the workcentres in the navigation bar.
    2) Email can be usable
    3) he only has authorozation for service and sales. so if clicks on activity..it has to show not authorized to view this page..
if a user logs in:
   1) he has to be shown all the workcentres in the navigation bar.
   2) Email can be usable
   3) he has only authorization for case and activity. so if click on service..it has to show..not
      authorized to view this page..
So I need to give authorizations at the workcentre level...is this possible...
we have many work centres to add in the navigation bar..and we dont want to confuse the users in our organization by giving too many business roles for each workcentre..for this reason we are thinking to give only one business role, which it directly let the user in..
Can anybody throw some light on this..how we can do this..or any alternative is also appreciable..
Please dont think this is huge message..i just want to elaborate my scenario...so that you will understand and also i will get good answers from you...
Regards,
Raghu

Dear Stephen,
we are facing serious problem in SAP CRM Web UI - Sales & Marketing Implementation Project.
Issue:         We are Trying to create New Contact within the Account screen and not able to Create New Contact.   It display error like ****you are not authorized to change the business partner*****.
We are maintaining the Role Type SOLD-TO-PARTY 03 (Display access) and Role Type Prospect, Competitor, Contacts 01, 02, 03 accesses in the PFCG Role Z:WKFS_CRM_UI_SALEREP.
1.      B_BUPA_RLT                                              CRM_BPROLE
                 Activity : 03                                                 Activity : 03
                 BP Role : CRM000                                    BP Role : CRM000
2.      B_BUPA_RLT                                                       CRM_BPROLE
      Activity: 01, 02, 03                                               Activity: 01, 02, 03
      BP Role: BUP001, BUP002, CRM005                 BP Role: BUP001, BUP002, CRM005
When user trying to create Contact (BUP001) by getting to Account (CRM000) screen, through the CONTACT assignment block, they are getting the below error.
In this process, users are NOT EDITING the ACCOUNT and creating the new CONTACT (BUP001) through the NEW button (which they are authorized).
Even though, they are authorized to do it, since they are inside the ACCOUNT (CRM000), we are getting this issue.
Please help me on this . My Devlopment phase will be stoped due to this issue.
Thanks,
Srinivas Nallabotula,
Email ID : [email protected]
Mobile : +91 8792700882

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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 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

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

Error while creating Business Role

Dear Frnds,
I am working on webclient , am trying set a Business Role of my own .But it say "You Cannot Assign one PFCG role to different business roles" .As when i copy the standard business role to that role there is no PFCG role assigned. Here i tried copying IC web Manager and do .
Can anyone guide me to solve this.
Appreciate your Help and Thanks in Advance.
Cheers
Ram

Guys,
I got resolved , Follow the Note :-1077251.
Thnxs
Ram

Assigning Business Roles - No such task exists

I am trying to create a user ID and assign a Business Role in the process. The attribute that I am using is MXREF_MX_ROLE. It is defined as a multivalue system attribute with a data type of entry reference and the reference type in MX_ROLE.
From my workflow task, I can select the role from the selection window but when I click OK to save to the identity store, I get an error "You have tampered with the params". From the Monitor UI, I see the message "Failed setting value for attribute Member of Role. No such task exists"
I have a Modify User task that uses the same attribute. When I attempt to use it, I get the "Failed setting value for attribute Member of Role. No such task exists". But I do not get the "you have tampered with the params" message.
I am only trying to set this in the identity store right now. I am not yet ready to provision to my ABAP system.
Any assistance is appreciated.

Hi Lori,
in case you have linked privileges to your role, SAP NW IdM searches for tasks in the related repository (as stated in the attribute MX_REPOSITORYNAME of your privileges). Type in the ID of some test tasks in the repository constants MX_DEPROVISIONTASK, MX_PROVISIONTASK and MX_MODIFYTASK and see if it works.
Otherwise, there could be a missing relation the other way round from the role to the user. See if there is a MXMEMBER_MX_PERSON attribute in your role.
Best regards,
Nils

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
          and klart = 'BUP'.
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

Getting error in IC agent business role while loading components.

The user has been allowed and access to all business role.user are using all business roles but when user click on the IC agent business role the following error arise.
Cannot display view CRMCMP_BPIDENT/BuPaMultipleLayoutVS of UI Component CRMCMP_BPIDENT
An exception has occurredException Class CX_CRM_GENIL_GENERAL_ERROR - Component set CRMIC_DEFAULT cannot be loaded with BP_APPL+EMPTY+IC_ACCT_ID since multiple object definitions exist for component SO2
Method: CL_CRM_GENIL_INTERNAL_MODEL=>LOAD_COMPONENT_SET
Source Text Row: 124
Initialization of view CRMCMP_BPIDENT/BuPaMultipleLayoutVS of UI Component CRMCMP_BPIDENT failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPConfirmedPartners.MainWindow in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRMCMP_BPIDENT/BuPaMainVS of UI Component CRMCMP_BPIDENT
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPConfirmedPartners.MainWindow in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRMCMP_BPIDENT/BuPaMainVS of UI Component CRMCMP_BPIDENT failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRMCMP_BPIDENT/BuPaMultipleLayoutVS in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view MainWindow of UI Component CRMCMP_BPIDENT
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRMCMP_BPIDENT/BuPaMultipleLayoutVS in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view MainWindow of UI Component CRMCMP_BPIDENT failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRMCMP_BPIDENT/BuPaMainVS in component CRMCMP_BPIDENT could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRM_UI_FRAME/WorkAreaViewSet of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPIDENT.MainWindow in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRM_UI_FRAME/WorkAreaViewSet of UI Component CRM_UI_FRAME failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BSPWD_BASICS/WorkAreaHostViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRM_UI_FRAME/MainWindow of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BSPWD_BASICS/WorkAreaHostViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRM_UI_FRAME/MainWindow of UI Component CRM_UI_FRAME failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/WorkAreaViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view Root.htm of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/WorkAreaViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
An error occurred during initialization of the application
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/MainWindow in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
I could not able to diagnose the error from where it is coming and I goggled lot but did not find anything about the above cited issue .
if any of you can help me to solve this soon it will be highly appreciated .

Hi,
I am not sure if this appies here. You might check
SPRO->CRM->crm cross-application components->
Generic interaction Layer/Object Layer ->
component-specific settings->
define simple objects
For these objects 2 rules apply:
1. 'search object name' can only be used once.
2. 'search object name' should not have the same name as any 'object
name'.
Do you have any entries, which break these rules?
If it is related to component enhancement, note 1122248 might help.
Best Regards,
Sigrid

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.

Mapping between ICProfiles in CRM 5.0 VS Business role in CRM 7.0

We're upgrading CRM Webclient UI from CRM 5.0 to CRM 7.0. As per Upgrade Master Guide, there is listing of Migration activities. We're working on Migration Activities for IC Profiles in CRM 5.0 to Business Role in CRM 7.0.
Please advise us how to do mapping to set up Business Profiles on the basis of IC Profiles in CRM 5.0
Thanks,
Saeed

This issue has been resolved. MAy be closed.
This is manual mapping process

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 SALESPRO business role in CRMC_UI_PROFILE, but odd results show.

I have created an new role (Z_SALESPRO) using transaction CRMC_UI_PROFILE. The copied role had all objects copied and I can see that it has the Nav Bar profile of 'SLS-PRO', which is the same as the role 'SALESPRO', being the one that I copied from.
When I log in using the WebUI I can choose the new Z role, but it does not display the 'Create' section in the Nav Bar. This is section that displays next to the 'Recent Items' section of the Nav Bar and has option like 'Appointment, Interaction log, task,E-mail. contact, Lead,Opportunity and Quotation' shown within the boxed area.
If I use the SALESPRO role when logging into the WebUI I do get to see the 'Create' section, and yet the role and Nav Bar settings are IDENTICAL.
Could this be some kind of authorisation issue, or is this problem down to something else?.
Jason

1. go to crm>ui framework>business role>efine business role
2. select your Z business role
3 in the left panel choose option "Adjust direct link groups"
4. check if they are marked as visible (sometimes when coping business roles, this isnot copied)
5. next select direct link group and click in left panel on sub node "Adjust direct links"
6. check also for this level if they are marked as visible
reagrds.

Technical names in Business Role selection screen

Hello,
When I log on to the WebUI I get the selection screen for the Business Roles (correct because I'm assigned to multiple).
But in the selection screen the Technical Names of the Business Role is hown too and I don't want to show these to the users.
So does anybody know how we can disable showing the technical names in the business role selection screen?
Can it be done in BSP crm_ui_start > Page Fragments > selectBusinessRole.htm Selection of Business Role? If so, what do i have to change?
Thnx!
Regards,
Joost

Hi Joost,
This technical information is the tooltip that is comming from the following line.
crm_ui_start > Page Fragments > selectBusinessRole.htm
at line no 29
tooltip="<%= profile_detail %>"
If you can remove this line then technical information, that comes up when you do mouse over the role description, wouldn't come.
Regards
Ajay

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 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.

Reg: Business Role

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