Question:

What permissions are required to create CrossLinks between two documents in PromoMats and Veeva Medical?

Answer:

The user requires active access to both Vaults in order to create the CrossLink between two documents, for example:

• The user creates a CrossLink in Vault A (Crosslink document) and chooses the document from Vault B (source document). 

The user also requires a View Document and View Content on the document level in Vault B in order to create the CrossLink in Vault A, and Edit Document permission in the document within the Vault A and B.

Users also require Create CrossLink permission in their security profile and access to at least one other Vault in their domain. CrossLink Documents can not be created by a user with an External User license.

Related Documentation:

Knowledge Base: What are the restricted actions for CrossLinks in PromoMats and Veeva Medical?

Vault Help Documentation: How to Create CrossLinks