6Setting Up Roles

Setting Up Roles

This chapter describes how to set up a typical role in Oracle CRM On Demand Life Sciences Edition, and access profiles for life sciences roles. It includes the following topics:

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.

Role Settings for the LS Field Sales Rep Role

    Record Type Access for the LS Field Sales Rep Role

    The following table shows the record type access that life sciences administrators configure for the LS Field Sales Rep role. For example, select the Has Access and Can Create check boxes for the Account record type, but do not select the Can Read All Records check box. For instructions on creating a life sciences role, see Creating Life Sciences Roles.

    Table Record Type Access for the LS Field Sales Rep Role

    Record Type Has Access Can Create Can Read All Records

    Account

    Selected

    Selected

    Not selected

    Activity

    Selected

    Selected

    Not selected

    Allocation

    Selected

    Not selected

    Not selected

    Blocked Products

    Selected

    Not selected

    Not selected

    Book

    Selected

    Not selected

    Not selected

    Business Plan

    Selected

    Selected

    Not selected

    Campaign

    Selected

    Selected

    Not selected

    Contact

    Selected

    Selected

    Not selected

    Contact State License

    Selected

    Selected

    Selected

    Custom Object 01-40

    Note: Custom objects 16-40 require special permission. See About Custom Objects.

    Selected (for custom objects as required)

    Selected (for custom objects as required)

    Selected (for custom objects as required)

    Event

    Selected

    Selected

    Not selected

    Forecast

    Selected

    Selected

    Not selected

    HCP Contact Allocation

    Selected

    Not selected

    Not selected

    Inventory Audit Report

    Selected

    Selected

    Not selected

    Inventory Period

    Selected

    Selected

    Not selected

    Message Response

    Selected

    Selected

    Not selected

    Messaging Plan

    Selected

    Not selected

    Not selected

    Messaging Plan Item

    Selected

    Not selected

    Selected

    Messaging Plan Item Relations

    Selected

    Not selected

    Selected

    Objective

    Selected

    Selected

    Not selected

    Order

    Selected

    Selected

    Not Selected

    Order Item

    Selected

    Selected

    Not Selected

    Plan Accounts

    Selected

    Selected

    Selected

    Plan Contact

    Selected

    Selected

    Selected

    Plan Opportunity

    Selected

    Selected

    Selected

    Product Indication

    Selected

    Not selected

    Selected

    Products Detailed

    Selected

    Selected

    Selected

    Related Disclaimer

    Selected

    Not selected

    Selected

    Sample Disclaimer

    Selected

    Not selected

    Selected

    Sample Inventory

    Selected

    Selected

    Not selected

    Sample Lot

    Selected

    Not selected

    Selected

    Sample Request

    Selected

    Selected

    Not Selected

    Sample Request Item

    Selected

    Selected

    Not Selected

    Sample Transaction

    Selected

    Selected

    Not selected

    Signature

    Selected

    Selected

    Not selected

    Smart Call

    Selected

    Selected

    Selected

    Solution

    Selected

    Not selected

    Not selected

    Transaction Item

    Selected

    Selected

    Not selected

      Privileges for the LS Field Sales Rep Role

      The following table 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 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.

        Tab Access and Order for the LS Field Sales Rep Role

        The following table shows the tab access and order settings that life sciences administrators configure for the LS Field Sales Rep roles. For example, move Allocations to Selected Tabs, Contact State License to Available Tabs, Messaging Plan Item to Not Available Tab, and so on. Use the up and down arrows to order your tabs in the Selected Tabs box. For instructions on creating a life sciences role, see Creating Life Sciences Roles.

        Table Tab Access and Order for the LS Field Sales Rep Role

        Tab Move To

        Allocation

        Selected Tabs

        Business Plan

        Selected Tabs

        Contact State License

        Available Tabs

        Custom Object 01-40 (as required)

        Note: Custom objects 16-40 require special permission. See About Custom Objects.

        Available Tabs

        Event

        Selected Tabs

        HCP Contact Allocation

        Selected Tabs

        Inventory Period

        Selected Tabs

        Messaging Plan

        Selected Tabs

        Messaging Plan Item

        Not Available Tab

        Messaging Plan Item Relation

        Not Available Tab

        Objective

        Selected Tabs

        Order

        Selected Tab

        Order Item

        Not Available Tab

        Plan Account

        Not Available Tab

        Plan Contact

        Not Available Tab

        Plan Opportunity

        Not Available Tab

        Product Indication

        Not Available Tab

        Sample Disclaimer

        Selected Tabs

        Sample Inventory

        Selected Tabs

        Sample Lot

        Not Available Tab

        Sample Request

        Selected Tab

        Sample Request Item

        Not Available Tab

        Sample Transaction

        Selected Tabs

        Transaction Item

        Not Available Tab

          Page Layout Assignment for the LS Field Sales Rep Role

          The following table shows the page layout assignment that life sciences administrators configure for the LS Field Sales Rep roles. For example, select LS Account Page Layout for the Account record type, LS Account Call Page for the Account Call record type, and so on. For instructions on creating a life sciences role, see Creating Life Sciences Roles.

          Table Page Layout Assignment for the LS Field Sales Rep Role

          Record Type Page Layout Name

          Account

          LS Account Page Layout

          LS Account Relationship Page Layout

          LS Account Contact Page Layout

          Account Call (Activity record type)

          LS Account Call Page Layout

          Allocation

          Allocation Page Standard Layout

          Attendee Call

          LS Attendee Call Page Layout

          Business Plan

          LS Business Plan Page Layout

          Contact

          LS Contact Page Layout

          LS Contact Relationship Page Layout

          Contact Best Time

          Contact Best Time Page Standard Layout

          Contact Call (Activity record type)

          LS Contact Call Page Layout

          Contact State License

          Contact State License Page Standard Layout

          Event

          LS Event Page Layout

          HCP Contact Allocation

          HCP Contact Allocation Page Standard Layout

          Inventory Audit Report

          Inventory Audit Report Page Standard Layout

          Inventory Period

          LS Inventory Period Page Layout

          Invitee

          LS Invitee Page Layout

          Messaging Plan

          LS Messaging Plan Page Layout

          Messaging Plan Item

          Messaging Plan Item Page Standard Layout

          Messaging Plan Item Relations

          Messaging Plan Item Relations Page Standard Layout

          Message Response

          LS Message Response Page Layout

          Objective

          LS Objective Page Layout

          Order

          LS Order Page Layout

          Order Item

          LS Order Item Page Layout

          Plan Accounts

          Plan Account Page Standard Layout

          Plan Contact

          Plan Contact Page Standard Layout

          Plan Opportunity

          Plan Opportunity Page Standard Layout

          Sample Disclaimer (global)

          Sample Disclaimer Page Standard Layout

          Sample Disclaimer (multilingual)

          LS Sample Disclaimer Page Layout

          Sample Inventory

          LS Sample Inventory Page Standard Layout

          Sample Lot

          LS Sample Lot Page Standard Layout

          Sample Request

          LS Sample Request Page Layout

          Sample Request Item

          LS Sample Request Item Page Layout

          Sample Transaction

          LS Sample Transaction Page Layout

          Signature

          Signature Page Standard Layout

          Smart Call (Activity record type)

          LS Smart Call Page Layout

          Solution

          LS Solution Page Layout

          Transaction Item

          LS Transaction Item Page Standard Layout