It is very clear that all employees of organisation need to handle different activities. For example, say there is one organisation called ‘X’. It has number of departments like sales, service, marketing …etc. So employees in sales department will have to do different activities when compared to the activities of employees in marketing department.
So what we do is we assign each employee a role ( in indirect way ) and they log into the CRM WEBCLIENT with this role. So this role is a key and like a container which can almost control everything that user sees on the WEB CLIENT screen.
A user, who logged into the WEBUI with the role SALES PROFESSIONAL, can do all of his sales activities at the same time, another user who logged with another role can complete his own job related things.
If user is having more than one business role, then he will be prompted to select any one role after user authentication is completed. Kindly see the below screen shot of the user who has two different business roles. He can select one of them.
This is just introduction, in SAP CRM, business role is little complex thing. SAP provides number of standard business roles and it’s our responsibility to change or enhance those roles according to our requirements. We will discuss on creating new business roles later.
In order to access the roles for testing purpose. Kindly follow below instructions.
Open the SAP GUI.
Open the transaction ‘SU01’ (user maintenance).
Give the user name and choose edit button.
Go to the parameters tab.
Give the parameter name as ‘CRM_UI_PROFILE’ and give the value as ‘*’.
Save the changes.
This is just for testing purpose only and assigning roles to users should be followed different way. We will discuss it later. Now if you log into the CRM WEB CLIENT with this user id, you can see all available roles and you can choose whatever you want.
It is very clear that all employees of organisation need to handle different activities. For example, say there is one organisation called ‘X’. It has number of departments like sales, service, marketing …etc. So employees in sales department will have to do different activities when compared to the activities of employees in marketing department.
So what we do is we assign each employee a role ( in indirect way ) and they log into the CRM WEBCLIENT with this role. So this role is a key and like a container which can almost control everything that user sees on the WEB CLIENT screen.
A user, who logged into the WEBUI with the role SALES PROFESSIONAL, can do all of his sales activities at the same time, another user who logged with another role can complete his own job related things.
If user is having more than one business role, then he will be prompted to select any one role after user authentication is completed. Kindly see the below screen shot of the user who has two different business roles. He can select one of them.
This is just introduction, in SAP CRM, business role is little complex thing. SAP provides number of standard business roles and it’s our responsibility to change or enhance those roles according to our requirements. We will discuss on creating new business roles later.
In order to access the roles for testing purpose. Kindly follow below instructions.
Save the changes.
This is just for testing purpose only and assigning roles to users should be followed different way. We will discuss it later. Now if you log into the CRM WEB CLIENT with this user id, you can see all available roles and you can choose whatever you want.