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A business role is the entry point into the application from an end user point of view during
runtime. You can use the business role to control the navigation bar, logical links, direct links and
user authorizations. Every user in CRM is assigned a business role depending upon the
responsibilities and activities he/she undertakes to perform in the organization from time to time.
Example Sales Personal will be assigned with Sales Professional Business Role, which
includes all the activities in the sales process .
Marketing Personal will be assigned with "Marketing Professional" Business Role,
which includes all the activities in the marketing process.
Use existing business (Us an existing standard business role without making changes)
Copy existing business roles (Copy a standard business role and make changes)
Navigation Bar Profile : The Navigation Bar Profile is the main object to control the available business
content and links for a user. It contains links to all work centers that belong to a role. Work centers contain links to
the search pages of the business objects that belong to each work center.
Role Config Key : We create a Role Configuration Key to make configuration unique and easy to identify. We
assign the Role Configuration key to the business role to be able to view the changes made in the Web UI.
PFCG Role ID : A business role is associated with a PFCG role. One PFCG role can be assigned
to only one Business Role. If you want to create/copy a business role similarly you need to
create/copy the PFCG roles.
PFCG Role:
COPY the selected PFCG role and go to T code: PFCG.
Copy Role Id SAP_CRM_UIU_SLS_PROFESSIONAL to Z
SAP_CRM_UIU_SLS_PROFESSIONAL.
Open the Business Role screen and enter the PFCG role and role config key.
Go to TCode PPOMA_CRM
Double click on a position, in the GOTO menu and choose Detail object--> enhanced
object description.
Assign Business Role at TCode SU3 (test user). Maintain the parameter CRM_UI_PROFILE for
the business role.