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.
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.
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. |