Vault Owners

Vault Owners can access all areas of the application and perform Vault-level configuration tasks.

The topics below will help Vault Owners, and users in similar roles, get started using Vault :

Managing Study User Access in EDC Tools

This article describes how to manage a Vault CDMS user’s access to Studies and study-related data.

Configuring Reasons for Change

You can specify the options for any dialog that uses a Reason for Change. Vault EDC stores these values in the Change Reason Configuration object...

Configuring Signature Definitions in Business Admin

In order for your Investigators to provide eSignatures, you must configure a Signature Definition object record related to your Study.

Creating a Review Plan in Business Admin

With Targeted SDV (Source Data Verification) and DMR (Data Management Review), you can define SDV or DMR requirements for a subject in a Review Plan....

Creating Review State Definitions for Event Dates

Vault uses Review State Definitions to map Event Dates to an SDV or DMR Review Plan, allow data entry users to provide electronic signatures for...

Sending Email Notifications with Rules

You can use a Rule to send an email notification to a group of users when certain conditions occur. For example, you could send a...

Upgrading a Study from Manual to Automatic Deployments

If your Study meets certain requirements, your organization can choose to upgrade your study from manual (pre-19R3) to automatic (post-19R3) deployments.

Clinical Data Transformation & Extraction

Vault EDC supports not only the collection of clinical data, but also the transformation and extraction of that data into a usable format. Vault EDC...

Common View Configuration Details

This article contains explanations about some common View Definition configurations. With the “Mapping Adverse Events” example, you can see an overview of an end-to-end view...

Creating Views in Studio

From Studio, you can create View Definitions, which Vault EDC uses alongside the Data Export job to export Study data into a readable CSV format....

Managing Views in Studio

View Sets are a method of preparing clinical data for export from Vault EDC. Vault EDC uses Views and View Sets alongside the Data Export...

About Report Types

Report Type determines the “reporting objects” for the new report. For example, Product with Study means that your report looks at Product and Study records.

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Configuring Report Types

Report types define what an individual ”record” is in a report, for example, a document, a product, or a specific instance of a workflow. The report type...

Managing Report Export Cover Pages

Vault auto-generates report export cover pages and attaches them to PDF exports of reports. By editing the default Report Export Cover Page template, you can change...

Reporting Configuration & Permissions

In 18R1, we updated Vault’s reporting capabilities to make it easier for customers to organize reports across their vaults. Changes include:

Administration in Vault EDC

Vault EDC users with the Vault Owner security profile, or a custom security profile with the appropriate permissions, can leverage the Vault platform for...

Formula Reference Guide (V1)

See the tables below for details about available functions and operators, date formats, and number formats in the Vault CDMS formula and expression grammar.

About Vault Provisioning

Your organization can submit a request to clone, refresh, or delete a vault by filing a Veeva Support ticket. Veeva responds to these requests within 24...

Configuring Custom Tabs

Custom tabs allow you to organize and expand the primary navigation bar, providing users with quick access to object records or external sites. 

Configuring Login Messages

Login messages appear in a dialog for every user who logs into Vault. A login message can be useful for displaying a corporate privacy policy,...

Managing Custom Help & Support

The Help & Support page is available to every user from the menu in the upper right of Vault. Vault allows you to replace the...

About Configuration Mode

Configuration Mode allows you to lock non-Admin users out of a vault in order to complete certain configurations. Users with the Vault Owner or System...

Component Types

Configuration Migration Packages and other Vault features refer to certain elements of a vault’s configuration as component types.

Configuration Migration Errors & Warnings

See the information below for help troubleshooting errors and warnings that occur when deploying configuration migration packages.

Generating Vault Configuration Reports

With Vault Configuration Reports, you can generate an Excel™ report containing configuration information, including the Configuration Migration Package components and reference data used by...

Using Configuration Migration Packages

Using Configuration Migration Packages, you can migrate configuration changes between two vaults. This feature is particularly useful when your organization needs to configure and test...

Using Vault Compare

Vault Compare allows you to compare the configuration of two vaults. This can be helpful when building a configuration migration package or validating that environments...

About the Vault API

Veeva Vault provides a simple, powerful, and secure API (application programming interface) that allows software programmers to write scripts and programs to interact and integrate...

Granting Veeva Support Access to your Vault

When you need assistance from Veeva Support, it can be useful for them to see your vault from your users’ perspective. This feature allows an...

Managing Job Instances & Viewing Job Status

Vault allows you to monitor scheduled, in-progress, and completed job instances, and also to take various actions on scheduled and in-progress instances.

About Object Lifecycles

Object lifecycles are the sequences of states (In Review, Approved, etc.) that an object record can go through during its life. A lifecycle must have...

About Object Workflows

A workflow is a series of steps configured in Vault to align with specific business processes. These steps are actions that occur on or in...

Configuring Object Lifecycles

Object lifecycles are the sequences of states (In Review, Approved, etc.) that an object record can go through during its life. An object lifecycle must...

Configuring Object Workflows

Object workflows apply to a single object lifecycle and a single object. To set up an object workflow, you’ll need to complete several steps:

Adding & Managing Object Lifecycle Roles

When you create a new object lifecycle, you can add custom application roles to an object lifecycle as well as edit role permissions. Vault automatically...

Setting Fields with Formulas

You can set fields using formulas through the Update Record Field object lifecycle state entry action and object workflow step. These options enable you to set...

Using Object Workflows

This article explains how to start a workflow, manage an in-progress workflow, and complete tasks as a workflow participant. 

About Language & Region Settings

Vault’s UI can appear in different languages based on an individual user’s preferred language. As part of supporting a UI language, Vault localizes all non-configurable,...

Managing Audit Export Cover Pages

Vault auto-generates audit export cover pages and attaches them to PDF exports for all audit logs. By modifying the default Audit Export Cover Page template,...

Viewing Admin Logs

From the Logs area (Admin > Logs), you can view a history of actions within your vault. There are multiple pages in this area, each...

About User References

Although User is not an object like Product or Study, Vault allows Admins to create special object fields that reference User object. When selecting from...

About Vault EDC Objects

Vault “objects” are part of the application data model. The application data model is a critical part of what makes each Vault application unique. It...

About Vault Objects

Vault “objects” are part of the application data model. It provides context information that drives the business processes in Vault.

Defining User Actions for Objects

Object user actions are configurable instances of a Vault Action that you can define for an object and object types. By defining user actions for...

Using Bulk Object Record Actions

You can use the bulk editing options to make changes on up to 1,000 object records at once. You can edit object record field values, delete...

Configuring Custom Sharing Rules for Objects

Custom Sharing Rules is part of Dynamic Access Control for object records. When using Custom Sharing Rules (rather than Matching Sharing Rules) for an...

Configuring Object Page Layouts

Object page layouts control the information displayed in the object record detail page. The layout applies in create, edit, or view mode. Objects that include...

Configuring Vault Objects

Vault allows you to easily customize and extend your application data model by modifying standard objects, creating custom objects, and configuring object relationships. 

Copying Object Records

Copying records provides significant time savings, allowing you to quickly create a large number of similar object records. When copying from objects with child or...

Defining Web Actions

Admins may add web actions (formerly known as “custom actions”) to the object record Actions menu. Web actions can invoke context-sensitive business logic or integrate...

Setting Object Field Defaults

You can use field defaults to set the value of an object field using an Excel™-like formula language. Field defaults calculate the field value based...

Configuring Formula Fields on Objects

A Formula field calculates field value based on a Formula entered during field configuration. This allows Admins to derive a field’s value based on other...

Using Inline Grid Editing

Inline editing allows you to update values in a grid much like you would in an Excel™ spreadsheet. In Vault, inline editing supports various keyboard...

Managing Object eSignatures

eSignatures provide a way for users to complete tasks and sign electronic records. You can enable eSignatures on an object to capture relevant details, including...

Managing Object Records

Each vault has a data model consisting of objects, their fields, and their relationships. Object records are pieces of data within this model.

About Object Relationships

With Vault Objects, you can configure various relationships, including parent-child (hierarchical) and reference (non-hierarchical) relationships. Reference relationships can point to another object or back to...

Setting Up Object Types

An object type is a collection of fields that are grouped to capture similar but not identical data within a single object. For example, the...

Creating Page Links

With page links, Admins can create links that navigate users to custom page destinations. Page links are useful when Admins or users want custom object...

About System-Managed Object Record Names

You can configure Vault to automatically populate and manage the standard name__v field on any custom object.

Viewing Object Records

You can work with object records from Admin > Business Admin. Some vaults also include object tabs that allow access to records outside the Admin...

Managing Picklists

The Picklists page allows you to manage the values that appear in your vault’s picklist fields and the order in which they appear.

Configuring Hide User Information

Hide User Information is a method of protecting your users’ identities. With Hide User Information, you can configure your vault to prevent unauthorized users from...

Configuring Matching Sharing Rules for Objects

Matching Sharing Rules are part of Dynamic Access Control for objects. These rules allow assignment of users to Auto Managed groups and dynamic assignment...

Configuring Single Sign-On

Only Domain Administrators with the SSO Settings: Read and SSO Settings: Edit permissions in their security profile can view and configure SSO settings for a domain. SSO enablement and...

Configuring User Role Constraints

This feature supports large or global implementations of Dynamic Access Control, specifically where an organization wants to delegate maintenance of User Role Setup records to...

Creating & Managing Users

This article explains how to manage user accounts in a vault. Note that user accounts exist at the domain level, so in multi-vault domains, user...

Cross-Domain Users & Authentication

In Vault, user accounts exist within a single domain. By setting up cross-domain users, Admins can grant a user access to vaults on a different...

About Delegated Authentication

Delegated authentication is similar to single sign-on (SSO) in that it allows users to access multiple applications without having to log in separately to each...

About Dynamic Access Control for Objects

Dynamic Access Control (DAC) is an access control model for object records, which automates the assignment of users to the records’ Viewer, Editor, and Owner...

About Hide User Information

Many organizations need to prevent external or cross-domain users from viewing names and identifying details of other users. With Hide User Information, users will not...

Creating & Managing Groups

Groups are key to managing user access in Vault. A group is simply a named list of users, but by defining groups that reflect the...

Managing Security Profiles & Permission Sets

Security profiles are how Vault applies permission sets to individual users. Permission sets grant users the ability to view or edit certain Admin areas, or...

Managing Users Across Vaults

Some vaults belong to domains with other vaults. If you have the Domain Admin user setting, you’ll see the Domain Users page, rather than...

Configuring Network Access Rules

The Network Access Rules page allows you to limit the IP addresses from which specific users can log in, based on those users’ security policies....

Configuring OAuth 2.0 / OpenID Connect Profiles

In order to configure SSO, you must first create a SAML profile. Then, you must provision users to use the profile. The following article...

Configuring Password Security Policies

The Security Policies page (Admin > Settings > Security Policies) allows you to create and manage password policies for users. These settings control password requirements,...

About Permission Sets

In Vault, permission sets are a way to group permissions together. Security profiles then use the permission sets to grant or restrict users’ access to...

Configuring SAML Profiles

In order to configure SSO, you must first create a SAML profile. Then, you must provision users to use the profile. Vault allows you to...

About License Types & Security Profiles

In Vault, each user has an assigned license type and security profile. Each security profile has one or more permission sets. The license type is...

About the Security Settings Page

The Security Settings page (Admin > Settings > Security Settings) allows you to view information about the vault. You must have a security profile that grants the...

SSL Certificate

Veeva Vault utilizes an SSL certificate to secure data between Vault and your web browser. The SSL certificate is cryptographic key that activates the HTTPS...

Single Sign-On Basics

Single Sign-On (SSO) is a process that allows users to access multiple authorized applications without having to log in separately to each application. SSO allows organizations...

Single Sign-On Details

When single sign-on (SSO) is enabled for a user, Vault does not validate that user’s password. Instead, Vault relies on an external identity provider to...

Single Sign-On FAQ

Here you’ll find answers to some frequently asked questions about single-sign on and Vault.

About Strict Security Mode

In past releases, Vault provided two security modes for administrator access to documents, known as “strict” and “non-strict.” After V10, we will continue to support the non-strict...

Managing the User & Person Objects

This article explains how to create and modify users with the User and Person objects. Managing users with the flexibility of Vault objects allows you...

Veeva IP Addresses

If your organization wants to whitelist Veeva sites, we recommend doing so by domain:

About the General Settings Page

The General Settings page (Admin > Settings > General Settings) allows you to view vault details and enable or disable features.

Managing Branding Settings

The Branding Settings page allows you to configure your vault to display a custom email banner, rather than the default Veeva Vault banner, in Vault-generated...

Using Tokens

Tokens are pieces of text with a specific format that Vault replaces with the values the token represents. They use the format ${tokenName}. For example,...

About Vault Loader

Vault Loader allows you to load data to your vault or extract data from your vault in bulk. Loader is particularly useful during migrations and...

Accessing Your Vault's FTP Server

Each vault in your domain has its own FTP staging server. = The FTP server is a temporary storage area for files you’re uploading to...

Using the Vault Loader Command Line Tool

The Vault Loader Command Line tool allows you to perform all bulk create, export, update, and delete actions from the terminal. 

Vault Loader: Create & Update Groups

Vault Loader allows you to perform bulk actions on groups in your vault. 

Vault Loader: Create, Update & Delete Object Records

Vault Loader allows you to perform bulk Create, Update, and Delete actions on object records within your vault. Loader also provides an Upsert action...

Vault Loader: Create & Update Legacy Users

Vault Loader allows you to perform bulk actions on users in your vault. 

Vault Loader: Extracting Metadata

Vault Loader allows you to export object records, users, and groups in CSV format. Many users utilize these exports to create a template for CSV input files when...

Vault Usage & Performance Statistics

Each day, Vault automatically creates a new (non-editable) record in the Performance Statistics object. Fields on the record track key performance metrics for your vault. Admins can...

About Veeva Vault Domains & Domain Settings

A company using Vault can have one or more domains and a domain can contain one or more vaults. Domains with more than one vault...

Viewing Vault Java SDK Solutions

The Vault Java SDK is a powerful tool which allows developers to extend Vault and deliver custom capabilities. You can manage the Vault Java SDK solutions...

Managing CDMS Study Roles

Vault CDMS offers a security model allowing users to have different roles in different studies. This model leverages the Application Role object to define user...

Vault Coder Security Profiles

In Vault, each user has an assigned license type and security profile. Each security profile has one or more permission sets. The license type,...

Vault EDC Security Profiles

In Vault, each user has an assigned license type and security profile. Each security profile has one or more permission sets. The license type,...

Study Access in Vault CDMS

Vault CDMS leverages the Vault Platform to control user access. In addition to configuring account-level access, User Administrators can manage user access at the Study...