5Setting Up Access Profiles and the Order Usage Option

Setting Up Access Profiles and the Order Usage Option

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

• Setting Up Access Profiles for Life Sciences Roles

• Access Profile Settings for the LS Field Sales Rep Role

• Selecting 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 is 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 the tables in Access Levels for the LS Field Sales Rep Role.

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.

Access Profile Settings for the LS Field Sales Rep Role

This topic shows the access profile settings or access levels for the LS Field Sales Rep role. Use these profile settings in each access profile for a life sciences role, especially for access profiles that have the Grantable to Team Members check box selected.

This topic contains the following information:

• Access Profiles for the LS Field Sales Rep Role

• Access Levels for the LS Field Sales Rep Role

For instructions on setting up a default access and owner access profile for a life sciences role, see Setting Up Access Profiles for Life Sciences Roles.

Access Profiles for the LS Field Sales Rep Role

For the LS Field Sales Rep role, you create a copy of the access profiles used for the life sciences administrator role. The following table shows the names of the access profiles 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 Access Profiles for the LS Field Sales Rep Role

Copy	Name of New Access Profile
LS Administrator Default Access Profile	LS Field Sales Rep Default Access Profile
LS Administrator Owner Access Profile	LS Field Sales Rep Owner Access Profile

Access Levels for the LS Field Sales Rep Role

The following table 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 the following two tables.

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 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. The following table 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 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
	Custom Objects 01-40	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	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	Read-Only	Full
	Event Team	Read-Only	Full
	Invitees	Full	Full
	Open Activities	View	View
Inventory Audit Report	Books	Read-Only	Full
	Sample Inventory	Read-Only	Full
Inventory Period	Books	Read-Only	Full
	Custom Objects 01-40	Read-Only	Full
	Inventory Audit Reports	View	View
	Sample Inventory	Read-Only	Full
	Sample Transactions	View	View
Invitee	Custom Objects 01-40	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	Read-Only	Full
Messaging Plan Item Relations	Custom Objects 01-40	Read-Only	Full
Message Response	Custom Objects 01-40 .	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
	Custom Objects 01-40	Read-Only	Full
Order Item	Custom Objects 01-40	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	Read-Only	Full
Sample Lot	Books	Read-Only	Full
	Custom Objects 01-40	Read-Only	Full
Sample Transaction	Books	Read-Only	Full
	Custom Objects 01-40	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	Read-Only	Full
You can set up custom objects as required, up to custom object 40. However,custom objects 16-40 require special permission. See About Custom Objects.

Selecting the Order Usage Option

Customers can use the order functionality in Oracle CRM On Demand for order management in either Oracle CRM On Demand Life Sciences Edition or Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle E-Business Suite (Lead to Order: CRM OD - EBS PIP).

The Enable Order Access privilege determines whether the order functionality is available.

Caution: If your company already uses the Lead to Order: CRM OD – EBS PIP integration pack, then your company cannot use the order management functionality in Oracle CRM On Demand Life Sciences Edition. The Order Usage setting on the company profile determines for which purpose the order functionality is used.

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

To select the order usage option for Oracle CRM On Demand Life Sciences Edition, complete the following procedure.

To select the order usage option for Oracle CRM On Demand Life Sciences Edition

1. In Oracle CRM On Demand, click the Admin global link.

2. Click Company Administration, and then Company Profile.

3. In the Company Profile page, click Edit.

4. In the Company Settings section of the Company Edit page, in the Order Usage field, select CRM On Demand Order Management.

5. Save your changes.