Vault Platform Setup

Veeva Align uses native Vault platform features for administrative configuration and setup.

Every Align instance contains the user with the user name align.admin and the email address align_admin@veeva.com. This user delivers org updates and patches. Do not modify this user.

To configure the User & Groups tab: 

  1. Select the Admin button in the top right corner to access the Administration tab.
  2. Configure application logins for domain users by following the How to Create New User Accounts procedure.
  3. Configure permission sets, which are collections of permissions and enabled actions for administrator, application, and object access.
  4. Configure security profiles to identify a collection of permissions, which designate the objects, tabs, and sections of the applications users can access.
  5. Configure groups, which identify collections of users and assigned security profiles.

These areas are documented in Vault Help. Follow the links to review specific information about these areas.

To configure the Settings tab: 

  1. Select the Admin button in the top right corner to access the Administration tab.
  2. Configure the session duration.
  3. Configure password requirements, for example, length and content.
  4. Configure single sign-on attributes, including provider information and options.

For additional details pertaining to Vault Admin, see Vault Admin Help.

To modify Vault settings, contact Veeva support.