Overview:
Permissions are required in order to use the Create Presentation action in Vault. This document provides a Vault Create Presentations Guide.
Solution:
In order to use the Create Presentation action in Vault, the following permissions are required:
- The Edit Document, Edit Fields, Version, and Multichannel Action permissions in the current document lifecycle state of the document on which to perform this action
- The Document: Download Rendition permission in the Permission Set that is associated with the Security Profile of the affected user
- The Create Document permission granted to the affected user in the Multichannel Slide (or similar) Document Type configuration
- The Create Document and Create Binder permissions granted to the affected user in the Multichannel Presentation (or similar) Document Type configuration
- The Edit Relationships permission in the Draft state of the Binder Lifecycle
If the user is attempting to create a multichannel presentation as a new version of an existing Multichannel Presentation, the following permissions are also required:
- The Version permission in the Draft state of the CRM Content Lifecycle (or the document lifecycle that is being used by the Multichannel Slide Document Type)
- The Version permission in the Draft state of the Binder Lifecycle (or the document lifecycle that is being used by the Multichannel Presentation Document Type)
Related Documentation:
- Vault Help Documentation: Vault Help
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