The Business role is the central object for controlling the Navigation Bar, the Logical Links and the authorizations for users. The business role determines the different profiles of the UI and what is visible on the UI.
How to define and assign Business Roles.
Go to IMG Path: Customer Relationship Management > Business Roles > Define Business Roles or to transaction CRMC_UI_PROFILE
Pick a suitable role which you want to create a copy of and note the PFCG Role ID
Go to Transaction PFCG and create a Z copy of the standard PFCG role
Once the PFCG Role is created go to IMG Path: Customer Relationship Management > Business Roles > Define Business Roles and create a new business role with the above created PFCG Role.
(It is convenient to copy the standard role to Z name space and change the PFCG role ID). Save the changes.
IMG Path: Customer Relationship Management > Business Roles > Define Organizational Assignment or transaction PPOMA_CRM
- Users/Business partners are assigned within the Organizational Model to a Position
- User / Business Partners can be assigned to multiple Positions
- Each Position can have exactly one Business Role
Double click on the position, menu option Goto > Detail Object > Enhanced ObjectDescription
Go to Business role and click on create
Maintain the Business role
Save the changes and run UI.
