SIMGCRMC_UI_PROFILE

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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 the
navigation 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 you
prefer to continue using the IC-specific business transactions, you can customize the IC to include them instead. For
more information, see SAP Solution Manager.
You can integrate functions of a communication management software (CMS) into SAP CRM business roles. You can
make the settings for CMS integration in Customizing for Customer Relationship Management under 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-Demand
business role, no classification.

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Description

Role configuration key

Navigation bar profile

Layout profile

Technical profile

Authorization role

Specific help context

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This parameter defines the application help that is started when you click the active help ID on the
corresponding page in the CRM WebClient UI.
To display the application help of the business roles in Partner Channel Management, enter the help context
PARTMAN in this field. If no application help for Partner Channel Management is found, the standard
application 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 -> Parameters to 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 the
business 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 a
selected business role. You can assign icons to work centers that are displayed in the navigation bar of the selected
business role in the CRM WebClient UI.
If the work center is to be made invisible in the navigation bar, choose the Inactive indicator.

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 level
menu entry of the work center in the navigation bar, choose the In Menu indicator. If the link is to be shown on the
work center page, choose the Visible indicator.

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 navigation
bar. 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 Visible indicator.
If a single direct link is to be made visible in the direct link group, choose the Visible indicator.

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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 of
the 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 working
with 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

Indicators Alt, 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 <No Shortcut>.

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
FOCUS01 Set Focus Focus on header area
FOCUS02 Set Focus Focus on navigation bar
FOCUS03 Set Focus Focus on create links
FOCUS04 Set Focus Focus on work area

Key
Alt+1
Alt+2
Alt+3
Alt+4

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FOCUS05
FOCUS06
FOCUS07
FOCUS08
FOCUS09
FOCUS10
FOCUS11
FOCUS12

Set Focus
Set Focus
Set Focus
Set Focus
Set Focus
Set Focus
Set Focus
Set Focus

Focus on work area toolbar

Focus on current table toolbar
Focus on current table paging area
Focus on current table cells area
Alternate focus horizontally between fixed and content colums
Focus on header of key figure planning table
Focus on previous screen grouping
Focus on next screen grouping

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Alt+5
Alt+6
Alt+7
Alt+8
Alt+9
Alt+0
Alt+PageUp
Alt+PageDn

Note
You can define shortcuts for any logical link in the business role unless this link is not set to visible or deactivated in
other 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 role
level.
For more information about the central search, see Central Search.

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