Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up Access Profiles and the Order Usage Option >

Setting Up Access Profiles for Life Sciences Roles

You must set up two access profiles for each life sciences role:

• Default access profile. Sets the access levels for records that are not owned by the user or by the user's group.
• Owner access profile. Sets the access levels for the records owned by the user, by the user's group, or by someone who reports to the user if manager visibility is set up.

Complete the steps in the following procedure for each of the required access profiles.

This task is a step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition.

To set up the default access and owner access profiles for a life sciences role

1. In the upper-right corner of any page in Oracle CRM On Demand, click the Admin global link.
2. In the User Management and Access Controls section, click the User Management and Access Controls link.
3. In the Access Profile Management section, click the Access Profiles link.
4. In the Access Profiles view, click the Copy link on the appropriate profile, as follows:
   • If you are setting up a default access profile, then click the Copy link on a default access profile that is similar to the one you want to set up.
   • If you are setting up an owner access profile, then click the Copy link on an owner access profile that s similar to the one you want to set up.

     For information about typical access profiles for the LS Field Sales Rep role, see Access Profiles for the LS Field Sales Rep Role.

5. In Step 1 (Access Profile Name) of the Access Profile wizard, do the following:
   1. Enter a name for the access profile.

      For example, enter LS Field Sales Rep Default Access Profile or LS Field Sales Rep Owner Access Profile.

   2. If you want the access profile to be available to be assigned to team members, then select the Grantable to Team Members check box.

      If you select this check box, then configure the access profile settings for each life sciences role with the top-level and related information access settings that are shown in Table 5 and Table 6.

6. In Step 2 (Specify Access Levels) of the Access Profile wizard, change the access settings for the top-level profile and the related information items for the life sciences role, as necessary.

   For information about typical access settings for the LS Field Sales Rep role, see Access Levels for the LS Field Sales Rep Role.

7. Click Finish.