Is it possible to create users without a Welcome to Veeva Vault email?
When users are created in Vault (with a Vault membership in case of Loader) a Welcome to Veeva Vault! message is sent to the user email(s) provided.
When creating users one at a time, uncheck the box Generate temporary password and notify user.
To create users in bulk (using Loader) without triggering the Welcome to Veeva Vault! email, follow these steps:
- Create a .CSV file to import with all the user information (For more information on how to load users, see the link in the Related Documentation section).
- Set the field user_needs_to_change_password_
_v to False. If the column does not exist, create it.
- Set the field security_policy_id__v to correspond with a Basic security policy (SSO to trigger the Welcome to Veeva Vault! email). To determine the ID of the Basic Security Policy, extract users with it and copy the value to the users that are imported.
- Import the .CSV file.
When users are imported with an SSO security policy, the email is triggered even if user_needs_to_change_password_
When users who need an SSO Security Policy are to be made functional, update them using the Loader from Basic to SSO Security Policy.
Vault Help Documentation: How to Load Users
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