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Permissions to Manage Expenses in the Mobile App
Make sure your admins and users with the Field Sales Representative, Key Account Manager, and Field Medical profiles have the right object and field permissions to manage visit expenses from the Life Sciences Cloud mobile app.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Required Object Permissions
| Object | Permission |
|---|---|
| Expense | Read/Write |
| ExpenseParticipant | Read/Write |
| ExpenseReport | Read/Write |
| ExpenseReportEntry | Read/Write |
| ExpenseType | Read/Write |
Required Field Permission
| Object | field | permission |
|---|---|---|
| Expense | Amount |
|
| Comments |
|
|
| CreatedById | Read Access | |
| CreatedDate | Read Access | |
| CurrencyIsoCode |
|
|
| Description |
|
|
| ExpenseNumber | Read Access | |
| ExpenseOriginId |
|
|
| ExpenseSystemIntegrationError | Read Access | |
| ExpenseSystemIntegrationStatus |
|
|
| LastModifiedById | Read Access | |
| LastModifiedDate | Read Access | |
| OwnerId |
|
|
| RelatedExpenseTypeId |
|
|
| SourceSystemIdentifier |
|
|
| SourceSystemName |
|
|
| AccountId |
|
|
| TransactionDate |
|
|
| ExpenseReport | CreatedById | Read Access |
| CreatedDate | Read Access | |
| CurrencyIsoCode |
|
|
| Description |
|
|
| ExpenseReportNumber | Read Access | |
| ExpenseSystemIntegrationError | Read Access | |
| ExpenseSystemIntegrationStatus | Read Access | |
| LastModifiedById | Read Access | |
| LastModifiedDate | Read Access | |
| SourceSystemIdentifier | Read Access | |
| SourceSystemName | Read Access | |
| Status |
|
|
| Title |
|
|
| ExpenseReportEntry | Amount | Read Access |
| CreatedById | Read Access | |
| CreatedDate | Read Access | |
| CurrencyIsoCode | Read Access | |
| ExpenseId |
|
|
| ExpenseReportId |
|
|
| ExpenseReportEntryNumber | Read Access | |
| ExpenseType | Read Access | |
| LastModifiedById | Read Access | |
| LastModifiedDate | Read Access | |
| Title | Read Access | |
| TransactionDate | Read Access | |
| ExpenseType | CreatedById | Read Access |
| CreatedDate | Read Access | |
| Description | Read Access | |
| EffectiveEndDate | Read Access | |
| EffectiveStartDate | Read Access | |
| ExpenseAvailabilityType | Read Access | |
| ExpenseSystemPaymentType | Read Access | |
| LastModifiedById | Read Access | |
| LastModifiedDate | Read Access | |
| Name |
|
|
| OwnerId | Read Access | |
| SourceSystemIdentifier | Read Access | |
| SourceSystemName | Read Access | |
| TypeCode | Read Access | |
| ExpenseParticipant | Amount |
|
| CreatedById | Read Access | |
| CreatedDate | Read Access | |
| ExpenseId |
|
|
| ExpenseAttendeeType |
|
|
| ExpenseParticipantType | Read Access | |
| LastModifiedById | Read Access | |
| LastModifiedDate | Read Access | |
| Name |
|
|
| ParticipantId |
|
|
| PrvdExpenseSystemIdentifier | Read Access |
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