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Function documentationRule Policy Authorizations

 

You can define authorizations for rule policies to limit who can access the policies in the CRM WebClient UI and to determine whether users can display or maintain them. This is especially helpful in large organizations in order to limit the amount of data that is shown in any rule policy.

Integration

The standard SAP Authorization Concept is used.

Prerequisites

  • You have created Authorization Groups in Customizing for Customer Relationship Management under Start of the navigation path E-Mail Response Management System Next navigation step Define Repository End of the navigation path.

  • You have assigned the authorizations groups to authorization object CRM_ERMS_P in Role Maintenance (transaction PFCG).

  • You have assigned the authorization groups to policies in the CRM WebClient UI.

    You can see (and in some cases select) authorization groups in the CRM WebClient UI under Rule Policy Details, after you select a policy (the top node of the policy structure). The possible values are the entries you maintained in the above Customizing activity.