Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PermissionSets.htm ## Vault CRM Permission Sets Customers can quickly enable basic Vault CRM functionality for their users by assigning the provided permission sets to the appropriate security profiles. These permission sets include object permissions, field permissions, page access, tab visibility, and object page layout assignments. They do not include VMOCs and custom settings, including Veeva Settings and Multichannel Settings. The following permission sets are available in Vault CRM: [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Approved Email Integration User Permission Set](#) Assign the [Approved Email Integration User Permission Set](Multichannel/ApprovedEmail/InitialConfig/ConfiguringAE.htm#IntUserConfig) to integration users defined for the integration between Vault CRM and PromoMats/MedComms. This permission set enables the following features: * [Matching Products for Approved Email Content](Multichannel/ApprovedEmail/ManagingContent/MatchingProducts.htm) * [Using Detail Groups in PromoMats / MedComms](Multichannel/ApprovedEmail/ManagingContent/DetailGroupsVaultPromoMats.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Approved Email End User Permission Set](#) Assign the [Approved Email End User Permission Set](Multichannel/ApprovedEmail/InitialConfig/ConfiguringAE.htm#EndUserConfig) to users to allow them to send and manage approved email messages and track activity. This permission set enables the following features: #### Sending Approved Emails * [Composing Approved Emails](Multichannel/ApprovedEmail/SendAE/ComposingAEs.htm) * [Managing Approved Email Recipients](Multichannel/ApprovedEmail/SendAE/ManageAERecipients.htm) * [Sending Approved Emails from Default Entry Points](Multichannel/ApprovedEmail/SendAE/EntryPointsAE.htm) * [Bounced Email Management](Multichannel/ApprovedEmail/SendAE/BouncedEmailManagement.htm) * [Email Tab](Multichannel/ApprovedEmail/SendAE/ApprovedEmailTab.htm) * [Customizing Email Header Behavior](Multichannel/ApprovedEmail/ManagingContent/CustomizeHeaders.htm) * [Aligning Approved Email Content to Users](Multichannel/ApprovedEmail/ManagingContent/AlignContent.htm) * [Defining the Language of Approved Email Content](Multichannel/ApprovedEmail/ManagingContent/Language.htm) * [Filtering Approved Email Fragments](Multichannel/ApprovedEmail/ManagingContent/FilteringFragments.htm) * [Setting Consent at the Email Template Level](Multichannel/ApprovedEmail/ManagingContent/SetConsentEmailTemplate.htm) * [Restricted Words in Approved Email](Multichannel/ApprovedEmail/ManagingContent/RestrictedWords.htm) #### Reporting in Approved Email * [Tracking Approved Email Activity](Multichannel/ApprovedEmail/ReportAE/TrackingActivity.htm) * [Publishing Method for Email Fragments](Multichannel/ApprovedEmail/ReportAE/PublishingMethodAE.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Approved Notes End User Permissions](#) Assign the [Approved Notes End User Permission Set](ApprovedNotes/ConfiguringAN.htm#Configur) to users to allow them to interact with Approved Notes. This permission set enables the following features: * [Creating Monitoring Rules](ApprovedNotes/UsingAN/MonitoringRules.htm) * [Creating Monitored Phrases](ApprovedNotes/UsingAN/MonitoredPhrases.htm) * [Reviewing Approved Notes Violations](ApprovedNotes/UsingAN/ReviewingViolations.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Approved Notes Integration User Permissions](#) Assign the [Approved Notes Integration User Permission Set](ApprovedNotes/ConfiguringAN.htm#Configur2) to integration users defined to create Monitored Text in Approved Notes. This permission set enables the following features: * [Reviewing Approved Notes Violations](ApprovedNotes/UsingAN/ReviewingViolations.htm) * [Reviewing the Approved Notes Job History](ApprovedNotes/UsingAN/JobHistory.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Campaign Manager - Marketer Permission Set](#) Assign the [Campaign Manager - Marketer Permission Set](CampaignManager/Config/ConfigCM.htm#CMPermissions) to marketing users to allow them to create and execute campaigns. This permission set enabled the following features: * [Creating Single Action Campaigns and Journeys](CampaignManager/Creating/SingleAction.htm) * [Creating Multi-Action Campaigns and Journeys](CampaignManager/Creating/MultiAction.htm) * [Viewing Campaigns and Journeys](CampaignManager/Managing/ViewingCampaigns.htm) * [Managing Target Lists](CampaignManager/TargetList/ManageTargetList.htm) * [Copying Target Lists](CampaignManager/TargetList/CopyTargetList.htm) * [Importing Target Lists Using the Data Grid Loader](CampaignManager/TargetList/ImportTargetList.htm) * [Using Campaign Manager to Send Emails](CampaignManager/Details/SendEmails.htm) * [Sending Test Emails in Campaign Manager](CampaignManager/Details/TestCampaigns.htm) * [Activating Campaigns and Journeys](CampaignManager/Activating/ActivatingCampaign.htm) * [Monitoring Performance in Campaign Manager](CampaignManager/Performance/MonitoringCampaignPerformance.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### CLM Integration User Permission Set](#) Assign the [CLM Integration User Permission Set](Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm#IntUserConfig) to integration users defined for the integration between Vault CRM and PromoMats/MedComms. This permission set enables the following features: * [Using Directories](Multichannel/CLM/NavigatingMedLib/Directories.htm) * [Viewing Slide Notes](Multichannel/CLM/ManagingMediaPlayer/SlideNotes.htm) * [Retiring Expired Presentations](Multichannel/CLM/TroubleshootingCLM/RetirePres.htm) * [Defining Sub-Presentations](Multichannel/CLM/ManagingContent/DefineSubPres.htm) * [Using Shared Resources](Multichannel/CLM/CreatingContent/SharedResources.htm) * [Searching with Keywords](Multichannel/CLM/NavigatingMedLib/SearchCLM.htm#Keywords) * [Using Hidden Presentations](Multichannel/CLM/ManagingContent/HiddenPresentations.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### CLM End User Permission Set](#) Assign the [CLM End User Permission Set](Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm#EndUserConfig) to users to allow them to view their media libraries and display presentations. This permission set enables the following features: * [Using Directories](Multichannel/CLM/NavigatingMedLib/Directories.htm) * [Viewing Slide Notes](Multichannel/CLM/ManagingMediaPlayer/SlideNotes.htm) * [Retiring Expired Presentations](Multichannel/CLM/TroubleshootingCLM/RetirePres.htm) * [Defining Sub-Presentations](Multichannel/CLM/ManagingContent/DefineSubPres.htm) * [Using Shared Resources](Multichannel/CLM/CreatingContent/SharedResources.htm) * [Searching with Keywords](Multichannel/CLM/NavigatingMedLib/SearchCLM.htm#Keywords) * [Using Hidden Presentations](Multichannel/CLM/ManagingContent/HiddenPresentations.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Consent Capture End User Permission Set](#) Assign the [Consent Capture End User Permission Set](Multichannel/ConsentCapture/CCConfiguration.htm#EndUserPemSet) to users to allow them to view and capture consent. This permission set enables the following features: * [Creating Consent Headers](Multichannel/ConsentCapture/CreateManageConsent/CreateConsentHeader.htm) * [Creating Consent Types](Multichannel/ConsentCapture/CreateManageConsent/CreateConsentType.htm) * [Creating Consent Lines](Multichannel/ConsentCapture/CreateManageConsent/CreateConsentLine.htm) * [Defining the Display Order of Consent Channels and Lines](Multichannel/ConsentCapture/CreateManageConsent/DefineDisplayOrder.htm) * [Managing Consent Durations](Multichannel/ConsentCapture/CreateManageConsent/SetConsentDuration.htm) * [Using Approved Email for Consent Confirmation](Multichannel/ConsentCapture/CreateManageConsent/ConsentConfirmationEmails.htm) * [Selecting the Preferred Language](Multichannel/ConsentCapture/CaptureConsent/SelectLanguage.htm) * [Managing Channel Values](Multichannel/ConsentCapture/CaptureConsent/ManageChannel.htm) * [Granting Consent](Multichannel/ConsentCapture/GrantConsent/GrantConsent.htm) * [Confirming Consent Changes with Signatures and Paper Consent IDs](Multichannel/ConsentCapture/GrantConsent/ConfirmConsentChanges.htm) [![Closed](../../Skins/Default/Stylesheets/Images/transparent.gif) ### Service Center User Permission Set](#) Assign the Service Center User Permission Set to allow Service Center reps to use Service Center. This permission set enables the following features: * [Using Service Center](ServiceCenter/Using/SCUsing.htm) * [Veeva Omnichannel for Service Center](ServiceCenter/Using/SCOmniConnect.htm) * [Account Search for Service Center](ServiceCenter/Using/SCAccountSearch.htm) * [Microsoft OneNote for Service Center](ServiceCenter/Using/SCMicrosoftOneNote.htm) * [Microsoft Teams Channels for Service Center](ServiceCenter/Using/SCMicrosoftTeams.htm) * [Viewing Service Center Activities on the Account Timeline](ServiceCenter/Using/SC_Activities_on_Timeline.htm) * [Using the Service Center Tab Collection](ServiceCenter/Using/TabCollection.htm) * [Using the Service Center Outbound Tab](ServiceCenter/Outbound/SCOutbound.htm) * [Today’s Focus for Outbound Service Center](ServiceCenter/Outbound/TodaysFocus.htm) * [Canceling and Redialing Outbound Call Attempts](ServiceCenter/Outbound/Cancel_Outbound_Call.htm) * [Creating Call Reports from Target Activities](ServiceCenter/Outbound/SC_CallReports.htm) * [Using the Service Center Inbound Tab](ServiceCenter/Inbound/SCInbound.htm) * [Using My Cases for Service Center Inbound](ServiceCenter/Inbound/SC_MyCases.htm) * [Displaying Preferred Case Details](ServiceCenter/Inbound/PreferredCaseDetails.htm) * [Using Preferred Email Fields](ServiceCenter/Inbound/PreferredEmailFields.htm) * [Classifying Cases in Service Center](ServiceCenter/Inbound/ClassifyingCases.htm)