How do I select a User Type and Country?

To generate standardized data, every user must have a User Type and Country. You either select the User Type and Country from a prompt the first time you log in to Vault CRM or an admin data loads this information in advance.

Select a User Type

To select a User Type, choose an option from the prompt:

You can choose from one of the following standard User Types:

User Type	Definition	Examples
Sales	Field-based, hybrid, and/or virtual users who make calls to individual prescribers, nurses, administrators, and other clinician customers	Field users District sales managers Sales support functions Pharmacy users
Medical	Field medical, home-office medical, and medically trained professional users who interact with accounts for scientific engagement only (no promotional purpose)	Medical science liaisons Nurse educators
Key Account Manager	Users focused on influencing decision-making at the institutional level	Users aligned to market access Users aligned to large hospital systems, wholesalers, and distributors
Operations & Admin	Users managing configuration or using Vault CRM primarily for administrative tasks	Commercial operations CRM administrators Commercial IT roles Integration users Business insights & analytics roles

Select a Country

To select your country, scroll through the list or use the search bar at the top of the Country menu.

Users on the Browser platform can’t select their User Type and Country manually. Admins must data load User Type and Country information for these users.