Podcast
Questions and Answers
Who is permitted to add or change document roles in Veeva Vault PromoMats?
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?
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?
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?
What happens after clicking the +Add button in the Sharing Settings tab?
What is the final action needed to complete the process of adding or changing a document role?
What is the final action needed to complete the process of adding or changing a document role?
Flashcards
Document Role
Document Role
The assigned role of a user who can access and modify a document in Veeva Vault PromoMats.
Document Owner
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
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
Sharing Settings Tab
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Add Button
Add Button
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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".
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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.
