reg: role configuration key

[anwarcrm]

HI

Experts

I need some information about role configuration key, which purpose we use this role configuration key and what is the use.

I have a general scenario like below. can you please suggest me how can i configure  this in Business roles.

Lets say

We have marketing Organisation for germany, and we have 1 marketing manager and 10 sales executives under marketing manager.For marketing manager we will be assign Business role as MARKETING PROFESSIONAL. But for sales executives what roles we need to configure and what configuration settings we need to do?

Because marketing manager will be having the MARKETING PROFESSIONAL Business role he can able to see the complete data about marketing.

But whereas sales executive will be having the diffret roles??

Example:

Marketing manager

Under marketing manager

sales executive 1

sales executive 2

sales executive 3

and so on...

Please explain me in detial so that i can able to do the configuration for this,

[praveen_kumar194]

we need to choose business roles based on the activities that one needs to do. observe the standard roles like sales professional and discuss that, with that standard role , are all sales executives can perform their assigned tasks. if not then we need to alter the roles first by copying it. once you login with the role, you will come to know what can we do and what needs to be added/changed.

in order to adjust the role, one must have enough idea on navigation bar profiles, work centers, logical links ....etc. so that you can deactivate what you dont need and can create/add what you need.

regarding the role configuration, i think shobit has given enough explanation.

[Former Member]

Hello,

I suggest you to create a copy of standard Marketing Professional role, one for manager and other for sales exec.. Also assign different custom role config key to the newly created business role. Now you can define what all workcenter is required for manager in the your custom manager business role and deactivate whichever is not required, similarly do for sales exec.

The role config key can be used to differentiate how a particular view will be displayed to different type of user, in your case they are manager and sales executives hence you need 2 role config keys.

You need to create a separate config for each view where you want the difference in visibility for them and while creating the config you have to assign the correct role config key and then adjust/assign the layout or fields in that view.

Once you have 2 different config for same view with different config keys the users logged in with respective business role will see that particular view unlike the other.

You can refer the component / view: BP_HEAD/AccountDetails and check some of the standard configuration done for different role config keys, I have attached one snapshot below which might be of some help.

Rgds,

Shobhit