Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up Roles >

Creating Life Sciences Roles

Complete the steps in the following procedure to create a life sciences role. This task is a step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition.

To create a life sciences role

1. In Oracle CRM On Demand, click the Admin link, then User Management and Access Controls, then click Role Management.
2. Click the Copy link on an existing role that is similar to the role you want to create.

   For example, to create the LS Field Sales Rep role, copy the life sciences administrator role. The Role Management wizard opens.

3. In Step 1 of the wizard, enter the role name (for example, LS Field Sales Rep) and description.
4. In the wizard, go to Step 2 (Record Type Access), and adjust the settings for the role, as necessary.

   For information about the record type access settings for the LS Field Sales Rep role, see Record Type Access for the LS Field Sales Rep Role.

5. In the wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the life sciences role.
6. In the wizard, go to Step 4 (Privileges), and adjust the settings for the role, as necessary.

   For information about privilege settings for the LS Field Sales Rep role, see Privileges for the LS Field Sales Rep Role.

7. In the wizard, go to Step 5 (Tab Access & Order), and adjust the settings for the role, as necessary.

   For information about tab settings for the LS Field Sales Rep role, see Tab Access and Order for the LS Field Sales Rep Role.

8. In the wizard, go to Step 6 (Page Layout Assignment), and assign a page layout to each record type.

   For information about page layout assignment for the LS Field Sales Rep role, see Page Layout Assignment for the LS Field Sales Rep Role.

9. In the wizard, go to Step 7 (Search Layout Assignment), and assign a search layout to each record type.
10. In the wizard, go to Step 8 (Homepage Layout Assignment), and assign a homepage layout to each record type.

    For information about setting up search layouts, and homepage layouts, see Oracle CRM On Demand Online Help.

11. Click Finish.