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
In Oracle CRM On Demand, click the Admin link, then User Management and Access Controls, then click Role Management.
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.
In Step 1 of the wizard, enter the role name (for example, LS Field Sales Rep) and description.
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.
In the wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the life sciences role.
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.
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.
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.
In the wizard, go to Step 7 (Search Layout Assignment), and assign a search layout to each record type.
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.
Click Finish.
Role Settings for the LS Field Sales Rep Role
This topic describes the typical role settings for the LS Field Sales Rep role. It contains the following information:
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 |