Oracle CRM On Demand Documentation Library: Access Levels for the LS Field Sales Rep Role

Table 5 shows the access levels for the top-level profile that life sciences administrators configure for the LS Field Sales Rep role. For example, specify Read-Only as the default access level and Read/Edit/Delete as the Owner Access level for the Allocation record type.

All access profiles that are Grantable to Team Members (that is, have the Grantable to Team Members check box selected), must be configured with the top-level and related information access settings described in Table 5 and Table 6 respectively.

Table 5. Access Levels for Top-Level Profile for the LS Field Sales Rep Role
Record Type	Default Access	Owner Access
Account	Read-Only	Read/Edit/Delete
Activity	Read-Only	Read/Edit/Delete
Allocation	Read-Only	Read/Edit/Delete
Business Plan	Read-Only	Read/Edit/Delete
Blocked Products	Read-Only	Read-Only
Call Product Detail	Read-Only	Read/Edit/Delete
Campaign	Read-Only	Read/Edit/Delete
Contact	Read-Only	Read/Edit/Delete
Contact State License	Read-Only	Read/Edit/Delete
Forecast	Read-Only	Read/Edit/Delete
HCP Contact Allocation	Read-Only	Read/Edit/Delete
Inventory Audit Report	Read-Only	Read/Edit
Inventory Period	Read-Only	Read/Edit
Event	Read-Only	Read/Edit/Delete
Messaging Plan	Read-Only	Read-Only
Messaging Plan Item	Read-Only	Read-Only
Messaging Plan Item Relations	Read-Only	Read-Only
Message Response	Read-Only	Read/Edit/Delete
Objective	Read-Only	Read/Edit/Delete
Opportunity	Read-Only	Read/Edit/Delete
Order	Read-Only	Read/Edit/Delete
Order Item	Read-Only	Read/Edit/Delete
Plan Account	Read-Only	Read/Edit/Delete
Plan Contact	Read-Only	Read/Edit/Delete
Plan Opportunity	Read-Only	Read/Edit/Delete
Product Indication	Read-Only	Read/Edit/Delete
Related Disclaimer	Read-Only	Read-Only
Sample Disclaimer	Read-Only	Read-Only
Sample Inventory	Read-Only	Read/Edit/Delete
Sample Lot	Read-Only	Read-Only
Sample Request	Read-Only	Read/Edit/Delete
Sample Request Item	Read-Only	Read/Edit/Delete
Sample Transaction	Read-Only	Read/Edit/Delete
Signature	Read-Only	Read-Only
Smart Call	Read-Only	Read/Edit/Delete
Solution	Read-Only	Read-Only
Transaction Item	Read-Only	Read/Edit/Delete

To set the access levels for the related items, click the Related Information link next to a record type. Table 6 shows the access levels for the related information items that life sciences administrators configure for the LS Field Sales Rep role. For instructions on setting up a default access or owner access profile for a life sciences role, see Setting Up Access Profiles for Life Sciences Roles.

Table 6. Access Levels for Related Information for the LS Field Sales Rep Role
Record Type	Related Information	Default Access	Owner Access
Account	Account Event	No Access	Full
	Account Relationships	Full	Full
	Account Survey	Read-Only	Full
	Account Team	Full	Full
	Addresses	Full	Full
	Calls	View	View
	Contacts	No Access	View
	Objectives	View	View
	Orders	No Access	View
	Plan Accounts	Full	View
	Revenues	Read-Only	Read-Only
Allocation	Books	Read-Only	Full
Allocation	Custom Objects 01-40 ¹	Read-Only	Full
Activity	Activity Assessment	Read-Only	Full
	Available Message Plans	Read-Only	Full
	Available Products for Detailing	Read-Only	Full
	Available Promotional Items for Drop	Read-Only	Full
	Available Samples for Drop	Read-Only	Full
	Message Responses	View	View
	Products Detailed	Read-Only	Full
	Promotional Items Dropped	Read-Only	Full
	Samples Dropped	Read-Only	Full
	Sample Transactions	View	View
	Signature	Read-Only	Full
	Solutions	View	View
	Custom Objects 01-03	Inherit Primary	Inherit Primary
Address	Account	Read-Only	Read-Only
	Contact	Read-Only	Read-Only
	Custom Objects 01-40 ¹	Read-Only	Full
	Dealer	Read-Only	Read-Only
	Partner	Read-Only	Read-Only
Business Plan	Activities	Inherit Primary	Inherit Primary
	Books	Read-Only	Full
	Business Plan Teams	Read-Only	Full
	Business Plans	View	View
	Business Plans Assessments	Read-Only	Full
	Objectives	Inherit Primary	Inherit Primary
	Plan Accounts	Inherit Primary	Inherit Primary
	Plan Contacts	Inherit Primary	Inherit Primary
	Plan Opportunities	Inherit Primary	Inherit Primary
Call Product Detail NOTE: Call Product Detail is a child of the Activity record, and it is not a top-level record.	Call Product Detail Message Responses	View	Inherit Primary
	Call Product Detail Messaging Plan Items	View	Inherit Primary
	Call Product Detail Messaging Plan Item Relations	View	Inherit Primary
Contact	Accounts	View	View
	Addresses	Read-Only	Full
	Blocked Products	Read-Only	Read-Only
	Calls	View	View
	Contact Best Times	Read-Only	Full
	Contact Relationships	Read-Only	Full
	Contact State Licenses	View	View
	Contact Team	Read-Only	Full
	Event	Read-Only	Read-Only
	Objectives	View	View
	Orders	No Access	View
	Plan Contacts	Read-Only	Full
	Referrals	No Access	No Access
	Revenues	No Access	No Access
	Signature	No Access	No Access
Event	Account Event	No Access	Full
	Books	Full	Full
	Completed Activities	View	View
	Custom Objects 01-40 ¹	Read-Only	Full
	Event Team	Read-Only	Full
	Invitees	Full	Full
	Open Activities	View	View
Inventory Audit Report	Books	Read-Only	Full
Inventory Audit Report	Sample Inventory	Read-Only	Full
Inventory Period	Books	Read-Only	Full
	Custom Objects 01-40 ¹	Read-Only	Full
	Inventory Audit Reports	View	View
	Sample Inventory	Read-Only	Full
	Sample Transactions	View	View
Invitee	Custom Objects 01-40 ¹	Read-Only	Full
Messaging Plan	Books	Read-Only	Read-Only
	Message Responses	View	View
	Messaging Plan Items	Inherit Primary	Full
Messaging Plan Item	Message Responses	View	View
	Messaging Plan Item Relations	Read-Only	Full
	Custom Objects 01-40 ¹	Read-Only	Full
Messaging Plan Item Relations	Custom Objects 01-40 ¹	Read-Only	Full
Message Response	Custom Objects 01-40 ¹.	Read-Only	Full
Objective	Activities	Inherit Primary	Inherit Primary
	Books	Read-Only	Full
	Objective Teams	Read-Only	Full
	Objectives	Inherit Primary	View
	Objective Assessments	Read-Only	Full
	Opportunities	Inherit Primary	Inherit Primary
Opportunity	Plan Opportunities	Read-Only	Full
Order	Order Items	Read-Only	Full
Order	Custom Objects 01-40 ¹	Read-Only	Full
Order Item	Custom Objects 01-40 ¹	Read-Only	Full
Period	Business Plans	View	View
	Messaging Plans	View	View
	Objectives	View	View
Sample Disclaimer	Related Disclaimers	Read-Only	Read-Only
Sample Inventory	Custom Objects 01-40 ¹	Read-Only	Full
Sample Lot	Books	Read-Only	Full
Sample Lot	Custom Objects 01-40 ¹	Read-Only	Full
Sample Transaction	Books	Read-Only	Full
	Custom Objects 01-40 ¹	Read-Only	Full
	Transaction Items	Inherit Primary	Inherit Primary
Smart Call	Books	Read-Only	Read/Edit/Delete
	Products Detailed	Read-Only	Read or Create
	Promotional Items Dropped	Read-Only	Read or Create
	Samples Dropped	Read-Only	Read or Create
Solution	Books	View	Full
	Messaging Plans	View	View
	Messaging Plan Items	View	Full
	Messaging Plan Item Relations	View	Full
	Related Solutions	Read-Only	View
	Solution Product	View	View
Transaction Item	Custom Objects 01-40 ¹	Read-Only	Full
¹You can set up custom objects as required, up to custom object 40. However,custom objects 16-40 require special permission. See About Custom Objects.

Configuration Guide for Oracle CRM On Demand Life Sciences Edition, Release 32		Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices.