Users and Roles in Sample Management

Sample Management has two types of users, each with unique roles and responsibilities:

  • Admin users
  • Enable Sample Management and Call Sampling for all other users
  • Create and manage product records
  • Manage HCP license data and configure state license rules, as needed
  • Create Rep Rosters for users who disburse samples and BRCs
  • Create and manage sample lot numbers
  • Initiate product transfers to end users
  • Manage inventory order allocations
  • Support sample audits
  • End users
  • Confirm they receive product shipments
  • Initiate sample transactions (transfers, adjustments, returns)
  • Disburse products to HCPs with Call Sampling
  • Manage their sample inventory