Introducing SAP Sales and Service Cloud
Preparing for the implementation project
Preparing SAP Sales and Service Cloud to meet the customer's needs
Creating and managing business roles
Managing master data
Discovering integration
Transferring data to SAP Sales and Service Cloud
Configuring personalization and extensions
Integrating mobile devices with SAP Sales and Service Cloud
Utilizing reports and analytics
Preparing to Go Live

Managing business roles

Objective

After completing this lesson, you will be able to set up business roles based on business requirements.

Managing business roles

Business roles

To help standardize system access, you can create business roles. These enable you to predefine access rights in the form of a template, so that you can assign them to multiple business user, who perform similar tasks.

After creating the template, you can assign it directly to the user or copy the access rights from a pre-existing user. The specified work center and views are automatically populated. This saves time and is an easy way to cope with a large number of users.

In the following simulation, you'll learn how to create a business role.

Now that you have created a business role, you will assign users to the Business Role.