Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/CRMManagedFields.htm

## Using Vault CRM Managed Roster Member Fields in Align

Specific aln\_roster\_member\_\_v fields can be designated as being managed by Vault CRM, even if the roster member is mastered by Align. This is useful for fields that are dependent on the Vault CRM user’s input, for example time zone.

When a field is managed by Vault CRM, the value in Align is only used when the user is first created in Vault CRM by Align. Any subsequent edits to this field in Vault CRM are imported into Align.

**Who can use this feature?**

* Align Operational Users - Browser
* [Designating Roster Member Fields as Vault CRM Managed](#Designat)
* Users require an Align License

### Configuring Vault CRM Managed Fields for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

To configure this feature:

1. Ensure [Configuring Align](../Configuration/ConfiguringAlign.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permissions | Fields | Field Permissions |
   | --- | --- | --- | --- |
   | aln\_field\_mapping\_\_v | CRE | crm\_managed\_\_v | Edit |

### Designating Roster Member Fields as Vault CRM Managed as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

To designate an aln\_roster\_member\_\_v field as being managed by CRM:

1. Navigate to **Align Admin > Integrations** tab.
2. Select the **Gear** icon next to the Vault CRM instance in the Vault CRM section.
3. Select **View Field Map**.
4. Select **Align Objects** to navigate to the outbound mappings.
5. Expand the **Roster Member Fields** section.
6. Select **Describe & Edit**.
7. Select the **CRM Managed?** checkbox for all appropriate fields.
8. Select **Save**.
9. Ensure all CRM managed fields have active inbound mappings.

#### Behavior of Vault CRM Managed Roster Member Fields in Align

When a aln\_roster\_member\_\_v field is designated as being managed by Vault CRM, the value of the mapped field in Vault CRM is used to populate the field in Align. Any Align-entered values are overridden by the Vault CRM value each time Align syncs with Vault CRM.

### Related Topics

[Integrating Align with Vault CRM](../Configuration/AlignCRMIntegration.htm)

[Managing Users in Align](UserMgmt.htm)