Configuring Approved Email Admins and Integration Users

Initial configuration includes the setup of all default functionality for Approved Email. Some functionality requires additional configuration.

Configuring Admins, Content Admins, and Integration Users

To configure Approved Email for admins, content admins and integration users:

1. Grant the following permissions:

   Object	OLS	Record Types	Fields	FLS
   Accounts	R	n/a	Approved_Email_Opt_Type_vod Language_vod Restricted_Products_vod	Read
   Approved_Document_vod	CRUD	Case_Template_vod CoBrowse_Invite_Template_vod Email_Fragment_vod Email_Receipt_vod Email_Template_vod Engage_vod Medical_Inquiry_Template_vod	Allow_Any_Product_Fragment_vod Allowed_Document_IDs_vod Detail_Group_vod Document_Description_vod Document_Host_URL_vod Document_ID_vod Document_Last_Mod_DateTime_vod Email_Allows_Documents_vod Email_Domain_vod Email_Fragment_HTML_vod Email_From_Address_vod Email_From_Name_vod Email_HTML_1_vod Email_ReplyTo_Address_vod Email_ReplyTo_Name_vod Email_Subject_vod Email_Template_Fragment_Document_ID_vod Email_Template_Fragment_HTML_vod ISI_Document_ID_vod Language_vod Other_Document_ID_List_vod PI_Document_ID_vod Piece_Document_ID_vod Product_vod Status_vod Territory_vod Vault_Document_ID_vod This is the Field Name, not the Field Label. Vault_Instance_ID_vod	Edit
   Channel_Metrics_vod	R	n/a	Name Account_vod Channel_Value_vod Channel_Source_vod External_ID_vod Last_Email_Error_Date_vod Email_Delivery_Error_vod Email_Activity_vod	Read
   Email_Activity_vod	CRU	Email_Activity_vod Vault_Activity_vod	Event_type_vod Activity_DateTime_vod Event_Msg_vod Approved_Document_vod City_vod Click_URL_vod Client_Name_vod Client_OS_vod Client_Type_vod Country_vod Device_Type_vod Vault_Doc_ID_vod Vault_Doc_Name_vod Vault_Document_Number_vod Vault_Document_Title_vod IP_Address_vod Link_Name_vod Vault_Document_Major_Version_vod Vault_Document_Minor_Version_vod Region_vod Sent_Email_vod User_Agent_vod Vault_Instance_ID_vod	Edit
   Multichannel_Consent_vod	CRUD	Approved_Email_vod CLM_vod Engage_vod Sample_Consent_vod	Account_vod Capture_Datetime_vod Channel_Source_vod Channel_Value_vod Detail_Group_vod Last_Device_vod Mobile_ID_vod Opt_Expiration_Date_vod Opt_Type_vod Optout_Event_Type_vod Product_vod Signature_Datetime_vod Signature_ID_vod Signature_vod	Edit
   Product_vod	CRUD	n/a	VExternal_Id_vod	Edit
   Sent_Email_vod	CRU	Call_vod Case CLM_vod CoBrowse_Invite_vod Email_Receipt_vod Events_Management_vod Medical_Event_vod Medical_Inquiry_vod	Call2_vod Email_Config_Values_vod Email_Content_vod Email_Content2_vod Email_Sent_Date_vod Failure_Msg_vod Last_Activity_Date_vod Related_Transaction_ID_vod Status_vod Territory_vod	Edit
   			Account_Email_vod Account_vod Approved_Email_Template_vod Capture_Datetime_vod Detail_Group_vod Email_Fragments_vod Email_Group_Id_vod Email_Source_vod MC_Capture_Datetime_vod Mobile_ID_vod Product_vod Sender_Email_vod Subject_vod Valid_Consent_Exists_vod	Read
   TSF_vod	R	n/a	Account_vod Allowed_Products_vod	Read
   User	R	n/a	Approved_Email_Admin_vod	Read
   User_Detail_vod	CRUD	User_Detail_vod	n/a	n/a

2. Grant access to the following Visualforce pages:

   • Approved_Email_Admin_Page_vod
   • Approved_Email_Configuration_Checker_vod
   • Approved_Email_License_Management_vod
   • Email_Opt_in_vod
   • Send_Approved_Email_vod
   • User_Detail_Image_vod
3. Create a custom tab for the Approved_Document_vod object.

4. Grant the administrator and the integration user access to the following tabs:

   • The custom tab created for the Approved_Document_vod object
   • Approved_Email_Administration_vod
   • Approved_Email_Configuration_Checker_vod
   • Approved_Email_License_Management_vod
5. Update the WHERE clause if the following VMOCs are enabled:
   • Sent_Email_vod - WHERE (Account_vod__r.Name != NULL AND CreatedDate <= LAST_N_DAYS:90)
   • Sent_Fragment_vod - WHERE Account_vod__c IN (Select Id From Account) AND CreatedDate <= LAST_N_DAYS:90
6. Enable the VMOC for Channel_Metrics_vod.
7. Add the Send_Email_vod button to the appropriate Account page layouts as a Lightning Experience Action for Browser.

Designating Content Admins

An additional process is required to designate users as content admins:

1. Add the Approved_Email_Admin_vod field to the appropriate User page layouts.
2. Navigate to the appropriate user.
3. Select the Approved Email Admin check box.

Permission Sets

Permissions can be applied to a User via profile permissions or permissions sets. Permission sets are available in Approved Email product, making it easier to get started with Approved Email. Two permission sets are included, one for the Administrator or integration user, and one for the field user:

• AE_ADMIN_INTEGRATION_USER_VOD – For admins and integration users
• AE_FIELD_USER_VOD – For end users

Major versions of Veeva CRM may update these permission sets to include permissions to the newest features. New feature deployment involves change management and training. For that reason, Veeva recommends cloning the Veeva-delivered permission sets and enabling the features that you want to use.

Ensure the VeevaUserPermissions Apex Class is installed before continuing with permission sets. See Security in Veeva CRM for more information.