Aligning Promotional Products and BRCs by User
To enable more targeted access to products in the Sample and Promotional Items section of the call report, users can be aligned with specific promotional products and BRCs. Marking specific products as user-aligned overrides users’ default access to all child products associated with a detail product, restricting access to the subset of items relevant for the user.
For example, users may only be approved to distribute certain strengths of a medication or work with specific product indications. This alignment capability ensures different users detailing the same brand only have access to the promotional products and BRCs relevant to their role.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- End Users
Configuring User-Aligned Products for
End Users
To configure this feature:
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Ensure the following configuration is complete:
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Navigate to Admin > Users & Groups > Permission Sets.
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Select the appropriate permission set.
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Select the Objects tab.
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Grant end users Read permission to the user_aligned__v field on the product__v object. If users do not have visibility to this field, then all assigned products display on the call report.
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Navigate to Vault CRM > All > Product Catalog.
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Select the user_aligned__v check box on the appropriate records in the Product Catalog. The following product types can be marked as user-aligned:
- BRC
- Alternative Sample
- High Value Promotional Item
- Promotional
- Reprint
- Custom product types
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Navigate to Business Admin > Objects > my_setup_products__v.
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Create My Setup Products records for each appropriate user and product combination. These records associate user-aligned products with the appropriate users. My Setup Products records can be created manually or data loaded.
Only company products can be user-aligned. The company_product__v check box must be selected on the product__v record.
Using User-Aligned Products as
End Users
In the Samples and Promotional items section of the call report, users can only access promotional products and BRCs which are both marked as user-aligned and have a corresponding My Setup Products record.
