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:   About CLM & Engage Integration: Related Permissions