Audience:

Admin

Application:

Issue:

The credentials of an Align Integration User are periodically invalid in Veeva Align integrations tab.

Cause:

Upon clicking on the Validate Credentials button in the Integrations -> Align Integrations Tab, the Align Integration User credentials are shown invalid. After resetting its password, the issue reoccurs again in a certain period of time. This may be due to its Security Policy having Password Expiration set.

The Align Integration User must be a Non-Expiring Vault Owner User (Full User). This user must not be locked out, has to be active, has to have valid credentials - Username and Password.

Resolution:

Creating or modifying Security Policies requires a Vault Owner Profile and Domain Admin access.

In order to manage Security Policies, follow these steps:

1. Navigate to Admin -> Settings.
2. Under the Domain Settings section, click on Security Policies.
3. It is recommended to create a new Security Policy with no Password Expiration.
4. Assign this Security Profile to the Align Integration User.

The screenshot shows an example, the other fields can be adjusted on demand.

Additional Resources:

Align Help Documentation: 

• Integration Users in Align and CRM

Vault Help Documentation:

• Managing Security Profiles & Permission Sets

Knowledge Article:

• Can a User Be Promoted to Domain Admin in Vault?