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.
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. |