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</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</p> Signup and view all the answers

    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".

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    Description

    This quiz focuses on the process of adding or changing document roles in Veeva Vault PromoMats. Participants will learn the steps involved, from accessing sharing settings to selecting user roles. Perfect for those looking to enhance their proficiency in document management within Veeva Vault.

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