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.

Password Security Policy

The Veeva Basics password security policy includes the following restrictions:

• Password Requirements: Each password must include a number, an uppercase letter, and a non-alphanumeric character.
• Minimum Password Length: Eight (8) characters.
• Password Expiration Date: Expires in 90 days.
• Password History Reuse: Prevent the reuse of the last five (5) passwords.
• Password Reset Daily Limit: Unlimited.
• Account Lockout Duration: Permanent.