CRM Define Business Role

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Define Business Role

Use

In this Customizing activity, you can copy existing business roles or create and define new business roles.

You can use this function to:

Assign function profiles

Adjust work centers

Adjust work center group links

Adjust direct link groups

Define keyboard shortcuts

Adjust central search objects

Notes

The settings for work centers, work center group links, direct link groups, and direct links overwrite the settings in thenavigation bar profile.

Requirements

You have defined the configuration key in the IMG activity Define Role Configuration Key.

You have defined the authorization role in the IMG activity Define Authorization Role.

You have defined the logical links, the work center group links, direct link groups, and the navigation bar

profiles in the IMG activity Define Navigation Bar Profile.

Default Settings

As of SAP CRM 7.0, standard CRM WebClient business transactions have been integrated into the interaction center(IC) by default and replace some of the IC-specific business transactions that existed in previous releases. If youprefer to continue using the IC-specific business transactions, you can customize the IC to include them instead. Formore information, see SAP Solution Manager.

You can integrate functions of a communication management software (CMS) into SAP CRM business roles. You canmake the settings for CMS integration in Customizing for Customer Relationship Managementunder Basic Functions-> Communication Management Software Integration.

Activities

Create Business Role

If you want to change an existing role, you need to copy it first. Afterwards, you need to define the following settings:

Profile type

You can choose between CRM WebClient business role, IC WebClient business role, CRM On-Demandbusiness role, no classification.

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Description

Role configuration key

Navigation bar profile

Layout profile

Technical profile

Authorization role

Specific help context

This parameter defines the application help that is started when you click the active help ID on thecorresponding page in the CRM WebClient UI.

To display the application help of the business roles in Partner Channel Management, enter the help contextPARTMAN in this field. If no application help for Partner Channel Management is found, the standardapplication help is started instead; therefore, you need to select the checkbox Specific Help Fallback.

You can use parameter BSP_WD_SHOW_HELPID = X to display the help ID on the pages. Choose System->User Profile-> Own Data -> Parametersto enter this parameter.

Specific help fallback

This parameter defines that the standard application help that is started if no link to the application help of thebusiness roles in Partner Channel Management can be found.

Assign Function Profiles

You can assign function profiles to business roles. For more information, see Define Function Profile.

Adjust Work Centers

You can rename work centers on business role level and change the sorting of work centers in the navigation bar of aselected business role. You can assign icons to work centers that are displayed in the navigation bar of the selectedbusiness role in the CRM WebClient UI.

If the work center is to be made invisible in the navigation bar, choose the Inactiveindicator.

Adjust Work Center Group Links

You can rename work center group links on business role level. If the link is to be made visible as the second levelmenu entry of the work center in the navigation bar, choose the In Menuindicator. If the link is to be shown on thework center page, choose the Visibleindicator.

Adjust Direct Link Groups

You can rename direct link groups on business role level and define the position of a direct link group in the navigationbar. You can assign icons to a direct link group that are displayed in the navigation bar in the CRM WebClient UI.

If the direct link group is to be made visible in the navigation bar below the work centers, choose the Visibleindicator.

If a single direct link is to be made visible in the direct link group, choose the Visibleindicator.




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You can change the position of direct link groups and of single direct links within a direct link group.

You can assign icons to direct link groups and also to direct links. These icons are displayed in the navigation bar ofthe CRM WebClient UI.

Define Keyboard Shortcuts

You can use keyboard shortcuts to set focus to any area, such as header area or navigation bar, and to navigate to

other views or components. These shortcuts depend on your business role and are the same for every user workingwith this role. They are available on the central personalization page in the CRM WebClient UI.

You can define shortcuts for the following UI operations:

Navigation operations which means navigation to any view or component using a logical link

Focus operations which means setting focus to any area on the UI

To define a shortcut for a UI operation, make the following entries under Keyboard Shortcuts:

ID

Technical ID of the UI operation (either logical link ID or ID of focus target)

Type

Technical classification of the UI operation: navigation link, work center, setting focus)

Description

Description of the UI operation

IndicatorsAlt, Ctrl, Shift, and Esc

Specifies whether the pushbutton is used in the shortcut.

Key

Specifies the key used in the shortcut; if not shortcut is defined, the key is .

In the standard system, the following settings are delivered for every business role:

Navigation shortcuts

All direct links and work centers that are part of the business role are included in the standard system; however,no standard shortcuts are defined for navigation; the user can define his own navigation shortcuts in the central

personalization for all UI operations that have been defined in Customizing.

Focus shortcuts

The following focus shortcuts are part of every businss role:

ID Type Description Key

FOCUS01 Set Focus Focus on header area Alt+1

FOCUS02 Set Focus Focus on navigation bar Alt+2

FOCUS03 Set Focus Focus on create links Alt+3

FOCUS04 Set Focus Focus on work area Alt+4




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Note

You can define shortcuts for any logical link in the business role unless this link is not set to visible or deactivated inother areas of business role Customizing.

Adjust Central Search Objects

You can use this function to make objects that are used in the central search visible or not visible on business rolelevel.

For more information about the central search, see Central Search.

FOCUS05 Set Focus Focus on work area toolbar Alt+5

FOCUS06 Set Focus Focus on current table toolbar Alt+6

FOCUS07 Set Focus Focus on current table paging area Alt+7

FOCUS08 Set Focus Focus on current table cells area Alt+8

FOCUS09 Set Focus Alternate focus horizontally between fixed and content colums Alt+9

FOCUS10 Set Focus Focus on header of key figure planning table Alt+0

FOCUS11 Set Focus Focus on previous screen grouping Alt+PageUp

FOCUS12 Set Focus Focus on next screen grouping Alt+PageDn


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CRM Define Business Role