Prerequisite: Basic Understanding of the CRM 7.0 Web UI (Navigation Bar, Header Area and Work Area)
Understanding of basic transaction level customization within SAP CRM.
Business Role is a crucial aspect in configuring the Web UI as required by an individual or a group of Users.
For Ex: In general an individual who works within Sales as an agent would be able to login as a Sales Professional and a manager of the same team would login with the business role Sales Manager.
This is beneficial as the sales manager would be able to view the entire performance of the team, sales reports and will have access to all opportunities which he can assign to individual agents etc. whereas a Sales agent will be able to view only opportunities assigned to him, his individual sales targets etc.
All this can be achieved within SAP CRM 7.0 Web UI by configuring the Business Role.
SAP delivers more than 35 predefined business roles in the standard system, such as Sales Pro, Marketing Pro, Service Agent, IC (Interaction Center) Agent etc.
Normally just like any customizing within SAP, we would copy the standard Business Role and configure it according to our requirements.
In general to customize a transaction type in CRM to behave as per our business requirement, SAP has provided various profiles which we can configure and assign it to the particular transaction type. For ex: Action profile, Status profile, Organization Data Profile etc.
Similarly SAP has provided various roles and profiles which can be assigned to the Business Role to customize it as per our business requirement, the following is a brief look at each of them:
Navigation Bar Profile: The Navigation Bar profile provides the logical structure to access the internal and external applications within the Web UI. It can be customized as per individual business role.
For Ex: A user with the business role Sales Professional will have different navigation options as compared to a user with the business role Marketing Professional.
Role Configuration Key: Before we start creating our own configuration we create a Role Configuration Key to make it unique and easy to identify. Now assign the Role Configuration key to the business role to be able to view the changes made in the Web UI.
Technical Profile: This helps define various technical browser related settings such as disable the use of browser’s back button, defining a web page to to load once the user logs off etc.
Layout Profile: The Layout Profile defines the Navigation Frame of the CRM Web Client. The navigation frame can be used to define the header area, footer area, work area, and navigation bar.
PFCG Role: This defines the authorization profile for the users, such as what is accessible, editable, etc.
One Authorization (PFCG) Role can be assigned to only one business role.