General considerations
SAP Authorizations - A Common Perspective of Developers and Consultants
In order to get an overview of the organisations and their structure, we recommend that you call the Org-Copier (in read mode!) for the various organisational fields via the transactions EC01 to EC15. The customising in the SPRO transaction allows you to define the organisation fields and their respective assignment in the corporate structure area.
SAP delivers authorization objects for Records and Case Management, which you can use to control access to records, cases, documents, and incoming mail items for individual organizational units in your organizational plan in conjunction with corresponding Customizing settings. SAP delivers predefined roles that contain clearly defined authorizations for the respective task areas of the employees. Among other things, these roles also contain the authorization objects for Records Management and Case Management. You can use the roles as a template for your own roles and adapt them to your requirements.
Security Automation for HR Authorizations
As a second way to automate the mass maintenance of role pipelines, we mentioned the use of business role management. Various solutions are offered on the market that offer this functionality in the same or similar form. Some of these solutions do not use the derivation concept; This has the advantage that the organisational matrix is not limited to organisational fields. However, the major deviation from the standard functionalities of the PFCG role is detrimental to this variant.
If business partners are deposited to the user IDs, the standard evaluation paths lead to a dead end. Adjust it so that the indirect role mapping works anyway. In SAP CRM, you can set up an organisation management, as in SAP HCM. You can maintain organisational units and posts and assign business partners with their user IDs. In SAP CRM, however, there is the specificity that user IDs are not directly assigned to a job, but are usually indirectly assigned by the associated business partner. All persons and organisations involved in business processes are represented as business partners in SAP CRM.
With "Shortcut for SAP systems" you can automate the assignment of roles after a go-live.
Now the upgrade work can begin.
This method can be applied even if the model is not used for all enterprise risks.