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, either Full User or Read-only User  is the first level of access control that vault applies to a user. Permission sets, applied through the user’s security profile, are the second level of access control. Both the license type and permission set must grant access to a user in order for that user to access the functionality.

Security Profiles

Security profiles are how Vault applies permission sets to individual users. Each profile has one or more associated permission sets.

Standard Security Profiles with Role by Study

19R1 & Later

Vault Coder includes several security profiles that are added with the enablement of Roles by Study. You can click down into each of these security profiles from within Admin > Users & Groups > Security Profiles to view which permissions are associated with each security profile.

Security Profile Permission Sets Description Study Roles
Clinical Coder
  • CDMS All Objects Read Only
  • CDMS Execution Objects Full Access
  • Coder Tab Access
  • Reports Tab Access
This security profile grants access to the Coder tab, for the purpose of assigning codes, creating queries, and creating notes. This security profile also grants the ability to view reports and dashboards. CDMS Clinical Coder
CDMS Clinical Coder
  • CDMS All Objects Read Only
  • CDMS Execution Objects Full Access
  • Jobs Access
  • Reports Tab Access
  • Coder Tools Tab Access

This security profile grants access to the Coder and Coder Tools tabs, with the purpose of managing the Coder application and its settings. This security profile also grants the ability to view reports and dashboards.

In the current release, users with this security profile are unable to access jobs, even with those permission sets, because this profile does not grant access to the EDC Tools area.

CDMS Clinical Coder Administrator
User Administrator
  • API Access
  • CDMS All Objects Read Only
  • CDMS Definition Objects Full Access
  • CDMS Execution Objects Full Access
  • Coder Tab Access
  • Coder Tools Tab Access
  • Data Entry Tab Access
  • EDC Tools Tab Access
  • Jobs Access
  • Job Schedule Access
  • Reports Tab Access
  • Review Tab Access
  • Studio Tab Access
  • User Access
This security profile is intended for use by dedicated user administrators, for the purpose of managing user accounts and study access only. This security profile grants total access to Vault CDMS. CDMS User Administrator
Vault Owner
  • Business Administrator Actons
  • System Administrator Actions
  • Vault Owner Actions
In addition to the Vault platform Vault Owner permissions, Vault Owners in CDMS can perform any and all tasks available in Vault CDMS. This security profile can also access the Vault Admin area. N/A

There are several other standard security profiles available in your vault as part of the Vault Platform. We recommend that you only use the security profiles listed here or custom security profiles, as the other standard profiles may not have functional access to CDMS application functionality.

In some cases, you may want to create custom Security Profiles. For example, to create a profile that allows a user to access the Coder area, but not view the Reports tab. You can create a custom security profile and assign standard Permission Sets to it. See details about creating Security Profiles here.

Standard Security Profiles without Role by Study

Prior to 19R1

In this release, the Vault Coder application has two standard security profiles:

Security Profile Description
Clinical Coder This profile provides the ability to view the Coder tab, code, and to send, receive, respond, and close queries.
Coder Administrator This profile allows for managing upversioning and managing and assigning of synonym lists and stop lists. Coder Administrators can also set up and modify application and study settings.