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.
| 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 |