Managing Query & Listing Access by Source

For data providers, you can define their access to third party sources for answering queries from CDB > Admin > Users. Once given access, data providers can access select listings in CDB to answer queries associated with their specific data source.

Availability: Clinical DataBase (CDB) is only available to CDB license holders. Contact your Veeva Services representative for details.

Prerequisites

Required Permissions

By default, Vault Owners or users with the standard CDMS User Administrator or CDMS Super User study roles can perform the actions described below. If your organization uses custom Study Roles, your role must grant the following permissions:

Type Permission Label Controls
Functional Permission Workbench Tab

Ability to access and use the Data Workbench application, via the Workbench tab
Functional Permission View Admin

Ability to access the Admin page

If your Study contains restricted data, you must have the Restricted Data Access permission to view it.

Learn more about Study Roles.

Access Levels

Typically, your data providers will be assigned the CDB Data Provider standard Study Role, or a custom Study Role based on it. This role grants the View Selected Listings, View Selected Query Listings, and Answer 3rd Party Queries permissions. With these permissions, the CDB Data Provider Role is only able to access the listing types selected from Admin > Users in the specified Sources. Users with the View All Listings and View All CDB Query Listings permissions are able to view all listings and query listings across sources.

For these users, you must assign them access to a Source and to the chosen Listing Types:

  • Core Data Listings: Includes all Core Listings (those listings created by CDB during import, one listing per Form)
  • Custom Listings: Includes all public Custom Listings
  • Core Query Listings: Includes all core Query Listings (Closed Queries, Outstanding Queries, and Query Messages)

Viewing Users

Accessing Users

You can access your Users from the Admin area of CDB. You can navigate to the Admin area from the Navigation Drawer (), after you select your Study, or the Study menu () on the Studies page.

Admin in the Navigation Drawer Admin in the Study Menu

Once you’ve entered the Admin area, CDB opens the User page by default.

This page includes the following columns:

Column Description
Name The first and last name of the User
Login The user’s User Name
Email The user’s email address
Role The Study Roles assigned to this user. This lists their roles across all Studies they are assigned.
Access Level The access level (permissions defined by the user’s Study Role) for this user: Selected Listings, Selected Query Listings
Listing Types The Listing Types this user can access (defined in the Set Access panel)
Source Access The Sources this user can access (defined in the Set Access panel)

Sort & Filter

You can sort and filter the Users page by the following columns:

  • Name
  • Login
  • Email
  • Role

If a column already has a sort or filter applied, Workbench shows the Sort icon ( for ascending or for descending) and the Filter icon (filter_list). You can click these in the Column Header to edit the sort or filter. You can also sort and filter columns that don’t already have a sort and filter.

How to Sort

To sort the Users page:

  1. Locate the column you want to sort by.
  2. In that column, hover to show the Sort & Filter button.
  3. Click Sort & Filter (filter_list).
  4. Click to expand Sort by.
  5. Select Ascending or Descending for the sort order.

How to Filter

To filter the Users page:

  1. Locate the column you want to sort by.
  2. In that column, hover to show the Sort & Filter button.
  3. Click Sort & Filter (filter_list).
  4. Click to expand Condition.
  5. Select an Operator. Workbench uses the entered Value and chosen Operator to compare the values within the column. Learn more about the available comparison operators in the CQL Reference.
  6. If required, enter a Value compare values against. Note that you can only use a static value and not a function. For dates, use the YYYY-MM-DD format.
  7. Click OK.

How to Reset a Filter

To reset (remove) a filter from a column, open the Sort & Filter menu and click Clear.

Assign a User Access

To assign a user access:

  1. Navigate to Admin > User for your Study.

  2. Click a user’s row to set their access. This opens the Set Access panel.

  3. Select one or more Sources to assign access.

  4. Select Listing Types.
  5. Click Save.

Download the User Report

You can download the User Report, which is a CSV file of the Users table.

To download the user report:

  1. Navigate to Admin > User for your Study.

  2. From the Admin menu (), select Download User Report.

  3. Save the file and open it in your chosen editor.