Veeva Vault PromoMats Document Roles

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Questions and Answers

Who is permitted to add or change document roles in Veeva Vault PromoMats?

The current Owner of the document (correct)
Users from the Users and Groups field
Any user with access to the document
Users with administrator privileges

What is the first step in adding or changing a document role?

Select the Users and Groups field
Click on the Sharing Settings tab (correct)
Save the changes
Choose the user(s) for the new role

After selecting the role to add or change, what should be done next?

Access the User Management section
Immediately click Save to confirm
Select which user(s) should be in that role (correct)
Click on the +Add button again

What happens after clicking the +Add button in the Sharing Settings tab?

<p>A menu appears to select a role (B)</p> Signup and view all the answers

What is the final action needed to complete the process of adding or changing a document role?

<p>Click Save to finalize the changes (B)</p> Signup and view all the answers

Flashcards

Document Role

The assigned role of a user who can access and modify a document in Veeva Vault PromoMats.

Document Owner

The individual who currently has full control over a document in Veeva Vault PromoMats, including the ability to change document roles.

Adding or Changing Document Roles

A process to grant access to a document in Veeva Vault PromoMats for specific users or user groups. You can add a new role or modify the existing role of users to a particular document.

Sharing Settings Tab

The section within Veeva Vault PromoMats document where you manage access permissions for users and groups.

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Add Button

A function in Veeva Vault PromoMats, accessed through the Sharing Settings tab, for adding new users or groups to a document or modifying their access levels.

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Study Notes

Adding or Changing Document Roles in Veeva Vault PromoMats

To add or change document roles in Veeva Vault PromoMats, the current document owner must access the document sharing settings.
Click the "Sharing Settings" tab.
Click the "+Add" button.
Select the desired role.
Select the user(s) who should have that role in the "Users and Groups" field.
Click "Save".