Clinical Basics Users | Veeva Basics Help

Before users can access your Vault, you must complete the following setup tasks and those tasks are shared between technical Vault Admins and business-focused TMF Managers:

Create and Manage Users (Vault Admin)
Set up Studies (TMF Manager)
Grant Study Access (TMF Manager)

In addition to the setup tasks, Vault Admins also have responsibility for basic system maintenance:

Manage the Global Directory
Archive Studies

Vault has three user types:

Domain users: Typically employees within your company. These users may already be in your company domain.
Cross-domain users: Typically users from external organizations, such as vendors or inspectors. These users already have Veeva Vault credentials and will use them to access your Vault.
VeevaID users: VeevaID is an Identity Provider (IdP) system that allows you to use a single login for all Veeva applications. Users with a VeevaID can use their SSO credentials to access Vault.

Overview of Account Type, Security Profile, and Person Type

Account Types for Veeva Clinical Basics: eTMF

Account Type	Permissions	Security Profile	Person Type
Vault Admin	All permissions of the Study Contributor, plus: User Accounts Management Study Data Management Reference Data Management Vault Loader This account has global access to all documents and data, and is not restricted by study.	Vault Admin	Internal
TMF Manager	All permissions of the Study Contributor, plus: Study Data Management Reference Data Management	TMF Manager	Internal
Study Contributor	All permissions of the Study Viewer, plus: Upload and Classify Documents Route Documents on Workflows	Study Contributor	Internal or Vendor (if CRO User)
Study Viewer	View Documents Log Quality Issues Participate in Workflows Run Reports and Dashboards	Study Viewer	Internal or Vendor (if CRO User)
External Inspector	View Approved Documents only Run select Reports	External Inspector	Vendor

Account Types for Veeva Clinical Basics: CTMS

Account Type	Permissions	Security Profile	Person Type
Vault Admin	Combination of Vault Admin role plus Study Manager role permissions. This account has global access to all documents and data, and is not restricted by study.	Vault Admin	Internal
Study Manager	All permissions of the Monitor, plus: Study Creation and Management	Study Manager	Internal or Vendor (if CRO User)
Monitor	All permissions of the Study Contributor, plus: Monitoring Issue Management Subject Recruitment	Monitor	Internal or Vendor (if CRO User)
TMF Manager	All permissions of the Study Contributor, plus: Study Data Management Reference Data Management	TMF Manager	Internal
Study Contributor	All permissions of the Study Viewer, plus: Upload and Classify Documents Route Documents on Workflows	Study Contributor	Internal or Vendor (if CRO User)
Study Viewer	View Documents Log Quality Issues Participate in Workflows Run Reports and Dashboards	Study Viewer	Internal or Vendor (if CRO User)
External Inspector	View Approved Documents only Run select Reports	External Inspector	Vendor