Steps to Safely Define and Customize Business Roles and Authorizations in SAP CRM

  • by Gaetano Altavilla, Senior SAP Practice Manager
  • January 25, 2011
See how to define a business role in customizing, assign it to a position in an organizational model, and then analyze its content.
Key Concept
Business roles and authorizations are prerequisites for SAP CRM upgrades or cutovers. This means that during the user acceptance test, users should test each business scenario using appropriate profiles and authorizations based on their business roles. Underestimating those basic prerequisites results in slow upgrade or cutover activities and generates subsequent troubleshooting.

Business roles and authorizations have often been underestimated during the execution of an SAP CRM project such as an upgrade. It is not unusual to see projects going live without a complete matrix of the users’ business roles and authorizations based on their latest organizational model. This results in a slow start-up and additional workarounds to enable users to complete their daily tasks.

I’ll provide a quick reference on how to create business roles and associated authorizations to reflect company requirements that should be ready and validated during the business acceptance test. I show how to:

  • Define a business role (copying an existing role) in customizing
  • Assign a business role to an organizational model
  • Update a business role
  • Test a business role  

This process results in a faster production start-up as all the previous implementation phases benefit from it. The information is useful for anybody working in SAP CRM security. This article is based on SAP ERP Central Component (SAP ECC) 6.0 and SAP CRM 6.0. However, you can also use it with other releases (i.e., SAP ECC 5.0, SAP CRM 5.0, and SAP CRM 7.0).

Gaetano Altavilla

Dr. Gaetano Altavilla is a senior SAP practice manager. His focus is on pre-sales, delivery of SAP application solutions for large international corporations, and SAP knowledge management in Europe, the Middle East, and Africa (EMEA).

In his 18 years of SAP application experience working for many multinational companies, such as Procter & Gamble and Hewlett-Packard, he has covered a wide range of ERP logistic areas, focusing on the MM, WM, SD, LES, PP, PP-PI, PLM (QM, PM, PS) modules, as welll as CRM (TFM), SRM (EBP), SCM (SAP APO), and MES (ME) components.

Dr. Altavilla holds a degree with first-class honors in mathematics from the University of Naples and is certified in many SAP modules: SAP Logistics Bootcamp, SAP MM, SD, LE (SHP/WM/LE), PP, PLM (PM, QM, PS), SRM, CRM, SCM (APO), SCM (TM), FI, CO, and Solution Manager. He also has experience in ABAP/4 and application link enabling (ALE) and IDocs. He has participated in numerous industry conferences, such as the SAP Skills Conference in Walldorf at SAP SE.

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4/22/2013 5:57:39 PM
Vonette Nelson

I need a glossary of CRM objects. A glossary would define what each object would be used to control different functionality. Do you have a suggestion as to where I can obtain a glossary of CRM objects?

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