Create a User

Who can complete this task? Veeva PromoMats Basics: Vault Admin

Domain User

To create a Domain User:

  1. Navigate to PromoMats Admin > Users & Groups, and click Create.

    Screenshot of step 1

  2. In the Domain User field, select Create Domain User.

    Screenshot of step 2

  3. In the Create Domain User dialog, enter the user’s First Name, Last Name, User Name, and Email, then click Save to create the Domain User.

    1. Optional: change Language, Locale, and Timezone.

    Screenshot of step 3

  4. Optionally, click Edit in the Image field, upload an image to use for the user’s record, and click OK.

    Screenshot of step 4

  5. Select a Language and Locale for the user. These options control localization options for the user, such as number and date formats and label language, and will populate based on the settings of the same name in the Domain User record.

    Screenshot of step 5

  6. Select a Timezone for the user. Vault stores time and date information in UTC (Coordinated Universal Time) but displays that information to users in their local time zones.

    Screenshot of step 6

  7. Optionally, enter the user’s Title and Mobile phone number.

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  8. Select the user’s Security Profile.

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  9. Select the appropriate System Assignments.

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  10. Select the user’s Organization.

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  11. Select a Security Policy. Vault requires all new users not using SSO (Single Sign-On) to update their password the first time they log in. If your organization uses SSO, select SSO in the dropdown and enter the user’s Federated ID to associate the user record with the user ID used for SSO.

    Screenshot of step 11

  12. Select the Activation Date if you want the account to become active at a later date, otherwise click Today. Ensure that Send Welcome Email on Activation Date is checked if you want the user to receive a welcome email.

    Screenshot of step 12

  13. Click Save. New users are active immediately unless you select a later activation date.

    Screenshot of step 13