Question:
Does a user account need a specific License Type in order to use Veeva Snap?
Answer:
No, the Veeva Snap application does not require a specific License Type. The use of Snap does require specific permissions within Vault in order to upload documents.
Permission Type |
Permission Label | Controls |
Security Profile |
Veeva Snap: Enable | Ability to upload a document to Vault from the Veeva Snap mobile application. Without this permission for a given vault, the user sees an error when attempting to upload a document from Veeva Snap. |
Security Profile | Veeva Snap: Enable App Store Configuration | Ability to use the public version of Veeva Snap, available from the Apple® App Store®. Without this permission, the user must use the Veeva Snap application version provisioned by their organization. |
Security Profile | Document: Always Allow Unclassified | Ability to create unclassified documents if the user does not have Create Document permission on any document types. |
Security Profile | API: Access API | Ability to communicate with and upload documents to Vault from Veeva Snap. |
Security Profile | All Documents: All Document Create | Ability to upload unclassified documents; this permission is not required but can be set as a substitution in situations where the Document: Always Allow Unclassified permission is required but not enabled. |
Document Type | Create Document | Ability to create documents with a specific document type and ability to create unclassified documents; this permission is not required, but the user must have either this permission or the security profile Document: Upload permission. |
Document Role | View Document | Ability to view a placeholder document; the user needs this permission when capturing documents as source files for placeholders. |
Document Role | Edit Document | Ability to edit a placeholder document; the user needs this permission when capturing documents as source files for placeholders. |
Document Role | Version | Ability to upload a new version of a placeholder document; the user must have this permission on the Unclassified state of the Unclassified Document Lifecycle. |
Related Documentation:
- Vault Help Documentation: Vault Help