CRM Basics Users

Vault users are managed by Vault Admins, and can be customized to perform various tasks throughout CRM Basics.

User Types

Vault users are categorized into three (3) different user types:

• Domain Users: Users from your company’s domain, such as your peer employees. This is the most common type for new users.
• Cross-Domain Users: Users from external organizations, such as vendors or consultants, who can use their existing Veeva Vault credentials to access your company’s vault. Cross-Domain Users can log into any Vault they have access to using their existing home domain login credentials, or using SSO if it is enabled for your organization.
• VeevaID Users: Users that are not employees of your company and do not have their own Vault User ID.

User Access

You can provide users access to CRM Basics based on their role at your organization using security profiles and system assignments.

Security profiles allow you to define whether a user should have Admin access or full access to CRM Basics, which defines what each user can do in the system.

Security Profiles

The following security profiles are available for CRM Basics users:

• Medical Users can create accounts and create views and lists to organize them. They can then create medical insights from those medical interactions.
• Administrators or Vault Admins are responsible for configuring the Vault’s users, though they also have access to create accounts, lists, views, medical insights and interactions.

User Types

The following user types are available for CRM Basics users: Sales, Medical, KAM, Marketing, Service, and Admin.

User type does not control any permissions or access in the system, but is used to collect telemetry information about usage to guide the Veeva Basics team on best practices.

Password Security Policy

If your organization uses single sign on (SSO) to access Veeva Basics, refer to your internal policies.

If your organization does not use SSO to access Veeva Basics, refer to the Veeva Basics password security policy.