Permission Set Mapper

Streamline access control, eliminate redundancies and
enhance security in your CRM environment with the
Permission Set Mapper in Veeva Vault CRM

Fast-track user access and reduce effort with Permission Set Mapper in Veeva Vault CRM, enabling seamless role and permission assignments

The Challenge

For CRM implementations, user creation and role assignments, setting permissions, profiles, etc., is an important task. Especially for large implementations with hundreds of users, there can be many challenges such as

Manual
Assignment

Time-consuming and prone to
errors

Additional Permissions

Difficulty in avoiding redundant access when granting additional permissions

Access Management Issues

Lack of visibility hinders ensuring the right access for users

Access Control & Continuous Governance

Infrequent permission reviews lead to misaligned access, increasing security risks

Features

Automate Access Management with Precision

The Permission Set Mapper streamlines user access with proactive controls and metadata-driven precision:

Automated Assignment

The ‘User Persona’ field automatically updates roles, profiles, and permissions, reducing errors

Dynamic Permission Updates

Removes outdated permissions before assigning new ones

Metadata-Driven Access

Matches User Persona with roles and permissions via Custom Metadata

Proactive Alerts

Sends email notifications for missing metadata records

Benefits

Enhanced Productivity

Save 30-40% effort with automated access management

Accuracy & Efficiency

Achieve 100% consistency in role and permission assignments

Flexibility & Customization

Easily assign roles, manage versions, and deploy across environments

Scalability


Adapt seamlessly to evolving organizational structures

Enhanced Security & Compliance

Ensure precise profile management with the right permissions

Case study

PromoMats Starter Kit
Implementation

Let’s Talk

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