SiteVault Administration

Learn how to manage users and records as a SiteVault administrator

Add Account to Staff Without an Account

Who can complete this task?
  • Administrators
  1. Navigate to the Administration > Staff tab, and select the Staff to update.
  2. Select View Staff Details
  3. Open the All Actions menu.
  4. Select Add User Account.
  5. If needed, edit any populated fields.
  6. Select one of the following login methods depending on your application and login method:
    • SiteVault Users: Select VeevaID.
    • SiteVault Enterprise Users:
      • User Account Login Method: Select the appropriate login method.
      • User Name: Enter a user name.
      • Federated ID: Enter the user’s Federated User ID.
  7. Select Next.
  8. Select any additional sites.
  9. Select Next.
  10. Assign a System Role and grant any additional permissions.
  11. Select Save.
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