Configuring Approved Email End Users
Initial configuration includes the setup of all default functionality for Approved Email. Some functionality requires additional configuration.
Configuring End Users
To configure Approved Email for end users:
Grant the following permissions
Object OLS Record Types Fields FLS Account R n/a
Read Approved_Document_vod R
This is the Field Name, not the Field Label.
Read Contact R n/a
Read TSF_vod R n/a
Read User R n/a
If users are granted FLS edit permission to the Entity_Reference_ID_vod field on the Sent_Email_vod object, they must also be granted access to the VOCAccountSearch Apex class.
Grant access to the following Visualforce pages:
- Add the Send_Email_vod button to the appropriate Account page layouts. This step is only required if you want to enable sending emails on the Browser (Classic) platform.
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.