Sections in This Article
About Security Profiles
In Vault, each user has an assigned security profile. Each security profile includes one or more permission sets. Each permission set grants the user access to functionality in Vault Safety.
Vault Online Help provides more information on Vault security profiles.
For domain-level settings, a user must have the Domain Admin user setting in addition to a security profile that grants the correct permissions.
When you assign security profiles to users, Vault checks to see if you have all of the permissions included in the security profile you are assigning. Vault does not allow you to assign a profile that includes permissions which you do not have.
Note Admins must have a permission set that grants the Admin: Users: Edit permission to change a user’s security profile.
Assign a Security Profile to a User
- From Admin > Users & Groups > Security Profiles, click into the profile.
- Open the Users tab.
- Select Edit Members.
The Edit Security Profile Membership window appears. You can search for users and filter on various criteria. - To add a user, select
. - To remove a user, select
. - Select Close.
Default Security Profiles
Vault Safety includes the following default security profiles and associated permission sets. Confirm with Veeva Services that the security profiles in your environment meet your business requirements.
Drill-down into a security profile within Admin > Users & Groups > Security Profiles to view which permissions are associated with that profile.
Note There are several other standard security profiles available in your vault as part of the Vault Platform. We recommend that you use only the security profiles listed below or custom security profiles set up by Veeva Services. Other standard profiles may not have functional access to Vault Safety application functionality.
Administration
The Administration security profile includes the Administration Actions permission set.
Assign this profile to users who will set up and maintain the Vault Safety system. This profile grants full access to the Admin area, administrator actions for dashboards and reports, read-level access to most case objects and full edit permissions for user-related, organization, study-related, and product-related objects.
Case Distributions
The Case Distributions security profile includes the Case Distribution Actions permission set.
Assign this profile to users who will manage case submissions and distributions. This profile grants read-level access to case information and documents and full edit access to transmission records.
This profile does not grant access to the Admin area or to administrator actions (bulk update, merge anchors, create CrossLinks) in the Vault Safety area.
Case Processing
The Case Processing security profile includes the following permission sets:
- Case Intake Actions
- Case Entry Actions
- Case Review Actions
Assign this profile to users who will participate in case processing, including intake, triage, data entry, coding, and review.
This profile does not grant access to the Admin area or to administrator actions (bulk update, merge anchors, create CrossLinks) in the Vault Safety area.
Safety Operations
The Safety Operations security profile includes the Safety Operations Actions permission set.
Assign this profile to users who oversee safety operations.
This profile grants read-level access to Cases and documents and administrator-level access to workflows and tasks.
Users in this profile can assign tasks, create deadlines, and cancel workflows.
This profile does not grant access to the Admin area.
Safety Writer
The Safety Writer security profile includes the Safety Writer permission set.
Assign this profile to users who coordinate and author aggregate reports.
This profile grants full edit access to Aggregate Report and Reporting Family objects, as well as read-level access to case information and documents.
Users in this profile can assign tasks, create deadlines, and cancel workflows.
This profile does not grant access to the Admin area.
