Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up Roles > Role Settings for the LS Field Sales Rep Role >

Privileges for the LS Field Sales Rep Role


Table 8 shows the privilege settings that life sciences administrators configure for the LS Field Sales Rep role. For example, assign the Enable Basic Samples Operation privilege in the Industry Specific: Life Sciences category (that is, select the Assign check box) for the LS Field Sales Rep role. For instructions on creating a life sciences role, see Creating Life Sciences Roles.

Table 8. Privileges for the LS Field Sales Rep Role
Category
Privilege
Assign

CRM: Sales

Enable Order Access

NOTE:  If you cannot see this privilege, then contact Customer Care and ask the agent to turn on this privilege for you.

Selected

CRM: Sales

Manage Business Planning Access

Selected

Desktop/Mobile

Enable Access to Disconnected Mobile Sales

NOTE:  This privilege is required for users to load and reload data on to their mobile device.

Selected

Industry Specific: Life Sciences

Calls: Calendar Planned Calls

Selected

Industry Specific: Life Sciences

Calls: Enable Call Detailing

Selected

Industry Specific: Life Sciences

Enable Basic Samples Operation

Selected

Industry Specific: Life Sciences

Enable Samples Adjustment

Selected

Industry Specific: Life Sciences

Manage Events Access

Selected

Industry Specific: Life Sciences

Manage Personalized Content Delivery (PCD)

NOTE:  If your company has decided to use Structured Product Messaging (SPM), then select this privilege because Oracle CRM On Demand repurposes the PCD objects for the SPM metadata definitions (for example, call objective).

Selected

Industry Specific: Life Sciences

Manage Pharmaceutical Access

Selected

Customization: Data

Customize Application - Manage Custom Object 01

Selected

Customization: Data

Customize Application - Manage Custom Object 02

Selected

Customization: Data

Customize Application - Manage Custom Object 03

Selected

Customization: Data

Customize Application - Manage Custom Object 04-10

Selected

Customization: Data

Customize Application - Manage Custom Object 11-15

Selected

Customization: Data

Customize Application - Manage Custom Object 16-20

Selected

Customization: Data

Customize Application - Manage Custom Object 21-25

Selected

Customization: Data

Customize Application - Manage Custom Object 26-30

Selected

Customization: Data

Customize Application - Manage Custom Object 31-35

Selected

Customization: Data

Customize Application - Manage Custom Object 36-40

Selected

NOTE:  To associate price lists with orders, users with the LS Field Sales Rep role must have either the Enable Order Access privilege or the Enable Basic Samples Operations privilege set up on their role. To set up price lists for orders in Oracle CRM On Demand Life Sciences Edition, life science administrators must have the Manage Content privilege and the Enable Order Access privilege set up on their role. Contact Customer Care to have the agent set up the appropriate privileges to set up the creation and maintenance of price lists.

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