How do I restrict view of other colleagues' calendars by business role?

[Former Member]

Hello Gurus

I need to allow the area sales manager to view the calendars of his sales managers but I must prevent the sales managers from viewing the calendars of other sales managers in the organistion.

At the moment it appears there is no role specific authorisation and I can view any of my colleagues calanders. Please advise how I can implement this?

Regards

Declan

[robert_kunstelj · Accepted solution]

If you mean that area sales manager could see appointmens of his sales managers in activity search or activity report this could probably be done via standard authorizations CRM_ORD_LP (as Ram mentioned). But you would have to define sales organization and 2 pfcg roles. One for area sales manager which would be in CRM_ORD_LP authorised to view certain organizational level.

And other for sales managers. For this you could say that they can in CRM_ORD_LP use only a lover level. Or if they can see only their own appointments then you could use for them CRM_ORD_OP object which is even easier to maintain.

But if you mean that area sales manager would see in his calendar also appointments of subordinate managers, I don't think it's possible. Only if he would be defined as some sort of attende on all this appointments.

[Former Member]

Hello,

I have exactly the same request, and I am interested about the solution you have eventually implemented

Did you create a new authorization object ?

When I play with authorization objects CRM_ORD_OP and CRM_ORD_LP, I can't obtain the restriction of the view of Colleague's calendar

Thank you for your help

[Former Member]

Hello,

I have exactly the same request, and I am interested about the solution you have eventually implemented

Have you created a new authorization object ?

When I play with authorization objects CRM_ORD_OP and CRM_ORD_LP, I can't obtain the restriction of the view of Colleague's calendar

Thank you for your help

[Former Member]

Hello,

I have the same request and I am interested of what you have implemented.

Did you enventually create a new authorization object ?

When playing with authorizations objects CRM_ORD_OP and CRM_ORD_LP, I can't obtain the restriction of viewing the other's colleague's calendar.

Thank you for your help

[Former Member]

Thank you guys. I added the appropriate authorizations.

[Former Member]

HI

one way to achieve this as per my knowledge is

we have authosrisation objects in our CRM..please create the AUTHORISATION Object for that particular view display and assign the same to PFCG role which can be assigned to business role.

for example

standard auth object

CRM_ORD_LP(to display service order) we can assign display or edit authorisations and same can be atached tpo pfcg and then business roles

the other way is in business role screen crmc_ui_profile ..u can assign particular config key..

so assign the twodifferent config key for the two roles

for example

configkey-zmployee assigned to business role zemp_bus

and config-key :zmanager assigned to zmang_bus

so in bsp_wd_config key

u can configure two views according to the config key..so define two configurations with two config keys one for manager and one for employee..

if iam wrong let me know i ll try some other