Delegate Access

Delegated access provides a secure and audited process for you to designate another user to handle Vault responsibilities on your behalf on a temporary or ongoing basis. Vault tracks all activities performed by the delegate and logs those activities in audit trails that meet compliance standards.

Vault notifies delegates when new tasks become available, and those delegates can easily toggle between their own account and other delegated users’ accounts. Delegation is Vault-specific. For example, if Thomas needs another user to manage both his Veeva RIM and Clinical Vaults, each delegation must be set up separately.

Delegate Requirements

• A single user can have up to 25 delegates per Vault.
• A single user cannot have delegated access to more than 25 users per Vault.

How to Delegate an Account

To delegate an account:

1. Navigate to Admin > Users & Groups > Active Delegations.

2. Click the blue create button in the top left of the table.

3. Specify the following:

   • User Name: Select the user who is delegating access.

   • Delegates: Select one or more users to act as delegates.

   • Start/End Date: Specify the time frame during which the delegate(s) can access the user’s account. You can also choose Never as an end date.

4. Click Grant Access.

How to Access Delegated Accounts

To access an account that has been delegated to you, do one of the following:

• Go to the Home tab and select from the Log in as menu in the left sidebar.

• If you have access to multiple Vaults, go to the My Vaults page and click into a Vault listed under Delegated Vaults.

When you’re logged in as another user who has access to multiple Vaults, you can switch between the Vaults to which you have access using the Vault selector.

Use the Return to your account link at the top of the page to sign out of the delegated account and return to your My Vaults page.

How to Revoke Delegated Access

To revoke delegated access:

1. Navigate to Admin > Users & Groups > Active Delegations.

2. Hover over the user name and select Revoke Access from the All Actions menu.