Understanding Process Steps and Business Roles for Manage Documents

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Define process steps for manage documents
  • Identify business roles for manage documents

Process Steps for Manage Documents

Applicable Process Steps

  • Search for Document

  • Create New Document

  • Create a New Version of the Document

  • Assign Object Link Metadata (Optional)

  • Maintain Attachments (Optional)

  • Maintain Classification Metadata (Optional)

  • Release Document

  • Download Attachments

Business Roles for Manage Documents

Relevant Business Roles

To run this business process you need the following roles:

  • Design Engineer

  • Tools - Classification Handling

How to Identify the Business Catalog(s) mapped to a Business Role and the Fiori application(s) mapped to a Business Catalog

  1. Log into the SAP S/4HANA Cloud system.

  2. Select the Manage Business Roles application from the Launchpad.

  3. Select a Business Role.

  4. Select the Assigned Business Catalogs tab to view the standard Business Catalogs assigned to the standard Business Role.

  5. Select a Business Catalog.

  6. Select the Catalog Description tab to view the Functional Description, Authorization Criteria, and Associated Catalogs information.

  7. Select the Applications tab to view the Fiori apps mapped to the Business Catalog.


To customize Business Roles, use the option Create From Template in the Maintain Business Roles application to create a copy of an SAP Standard Business Role for editing.


Do not edit SAP Standard Business Roles directly.

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