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 Start Workflow permissions in the current document lifecycle state of the document on which you want 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

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)

Note: If the document uploaded is a PowerPoint file that includes Speaker Notes, the Manage Viewable Rendition permission is required.

Related Documentation:

• Vault CLM & Engage Documentation: Related Permissions 
• Vault CLM & Engage Documentation: Using Create Presentation (PromoMats & MedComms) 
• Vault Lifecycle Documentation: Defining Document Role Permissions (Security Settings) 
• Vault User Admin Documentation: Managing Security Profiles & Permission Sets 
• Vault Document Admin Documentation: Configuring Document Types 

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