Create a User

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Last updated: Dec 17, 2025
Who can complete this task? Veeva Clinical Basics: Vault Admin

Create a New Domain User

To create a new Domain user or add an existing Domain user to your Vault:

  1. Navigate to Clinical Admin > Users and click Create.

    Screenshot step 1

  2. In the Domain User field, begin typing the user’s email address. A dropdown list displays:

    • If the user is a part of your Domain, select them from the list.
    • If the user is not a part of your Domain, click Create Domain User and enter their information in the pop-up window. Click Save. The system populates all known information in the General Info and Account Details sections.
    Note Avoid using mixed case in user names. For example, use first.last instead of First.Last.

  3. Enter any contact information that has not been populated by the system.

    Screenshot step 3

  4. Select the appropriate Security Profile. Refer to the Tips for User Setup for help selecting the right security profile for the user.

    Screenshot step 4

  5. Select the appropriate Person Type.

    Screenshot step 5

  6. Select the desired Activation Date if you want the account to become active at a later date, otherwise click Today.

  7. Ensure that Send Welcome Email on Activation Date is checked if you want the user to receive a welcome email.

    Screenshot steps 6 and 7

  8. Set the Security policy associated with the user:

    • Basic (non-SSO)
    • Required SSO

  9. Click Save.

Screenshot steps 8 and 9

Note Creating a User automatically creates an associtated Person record for them in the Global Directory, but after that, management of User and Person records is separate.
Important Do not manually create a Person record in the Global Directory for Users. The system will automatically create one for you.

Activate and Deactivate a User

You can set users to Active or Inactive in the System.

Screenshot step 1