How to map CRM roles to EP roles

[Former Member]

Hello,

I have created one coordinator roles in CRM and assigned to one user.

Assigned defualt EP role also, but user is not getting any worksheets and ivews.

How can we map the CRM roles to EP roels.

Thanks

Purna

[Former Member]

Hello Purna,

Did you assign the rotle in CRM system or Enterprise portal. Can you elabaorate on the issue

Thanks

[Former Member]

Purna,

The portal roles drive the iView, workhseet, etc. The backend CRM roles give the needed authorization to run CRM.

I assume your CRM Coordinator role is a custom role, you can either assign the standard CRM Portal Roles that provide the related iView for that backend role or create new CRM Portal Role using Content Admin. You can find the standard CRM portal roles by User Admin, change Search Criteria to Role and uses crm.

Don't forget to check the permission on your new portal roles.

Good luck.

Lye

Hope this

[Former Member]

Purna,

Just a quick clarification are you using the Business package for CRM and if so are you planning to create new portal roles. There is a process to create new EP roles and map them to CRM roles.

Secondly if you are using the EP and CRM only then you need to look at System Adminstration -> permissions -> SAP Authorizations