Managing Vault Basics Users

Vault Admins are responsible for creating and managing your Vault’s users. This article provides an overview of user administration functionality in Vault Basics.

See User Administration in Vault RIM Basics for more information about creating and managing users.

Security Profiles & Licenses

You can provide users access to Vault based on their role at your organization using security profiles and licenses.

Security profiles define what each user can do in the system based on their role. License types work in conjunction with security profiles to provide users access to the tools and information relevant to their role.

The following license types are available for each Vault Basics user:

  • Full User: This license type provides users access to all functionality and information allowed by their security profile.
  • Read-Only User: This license type provides users read-only access to the information stored in your Vault.

User Types

Vault users are categorized into three (3) different user types:

  • Domain Users: Users from your company’s domain, such as your peer employees. This is the most common type for new users.
  • Cross-Domain Users: Users from external organizations, such as vendors or consultants, who can use their existing Veeva Vault credentials to access your company’s vault.
  • VeevaID Users: Users that are not employees of your company and do not have their own Vault User ID. Vault Admins can register a VeevaID user to their Vault and then send the user an automated email prompting them to finish the registration process.

Viewing Users

Complete the following steps to view your organization’s users:

  1. Navigate to the Admin > Users & Groups tab. Vault displays all active users on the Users page.
  2. In the Search Columns field, enter your search text and click Search. Vault displays users matching the text you entered. To clear the search, click the X button in the Search Columns field.
  3. From the Users dropdown, select the following options to filter the user list:
    • Active Users: Displays all active users. This option is selected by default.
    • Inactive Users: Displays users that have been deactivated.
    • Pending Users: Displays users that have been created but are not yet activated. Users are in a Pending state if you selected a future User Account Activation Date during user creation.
    • All Users: Displays all users regardless of status.
  4. To view a user’s record, click the user’s Name.

Password Security Policy

The Vault Basics password security policy includes the following restrictions:

  • Password Requirements: Each password must include a number, an uppercase letter, and a non-alphanumeric character.
  • Minimum Password Length: Eight (8) characters.
  • Password Expiration Date: Expires in 90 days.
  • Password History Reuse: Prevent the reuse of the last five (5) passwords.
  • Password Reset Daily Limit: Unlimited.
  • Account Lockout Duration: Permanent.