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Vault Create Presentation Permissions Guide

  • Updated

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:

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