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Background documentation Assigning Users to Portal Roles Locate the document in its SAP Library structure

Anyone who requires access to the IC WFM application must be defined as an R/3 user with rights to update tables. IC WFM requires the roles Interaction Center Manager and CRM Portal Administrator.

SAP provides a selection of predefined portal roles for use in CRM business scenarios, which you can adapt to match your business tasks. In a project, you can assign portal roles to the individual process steps that are carried out by the user.

A portal role can also be used to support several business scenarios at once. The advantage for the user is that he or she can participate in more than one business process from a single user environment.

For more information on configuring and adapting the corresponding roles, see: Structure linkConfiguring the Business Package for SAP CRM.

The assignment of portal roles to Interaction Center appears as follows:

Key Capability

Business Scenario

Role

Role

Interaction Center

Lead and Opportunity Qualification

Interaction Center Agent (SP2)

 

 

Inbound Telesales

Interaction Center Agent (SP2)

 

 

Outbound Telesales

Interaction Center Agent (SP2)

 

 

Information Help Desk

Interaction Center Agent (SP2)

 

 

Interaction Center-Customer Service

Interaction Center Agent (SP2)

 

 

Complaints Processing

Interaction Center Agent (SP2)

 

 

Interaction Center – Workforce Management

Interaction Center Manager

CRM Portal Administrator

 

 

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