CoBrowse/Engage for Portals Permission Sets

Permission sets are available for CoBrowse and Engage for Portals making it easier to get started with these features. Two permission sets are included, one for the administrator/integration user, and one for the field user. Since Engage for Portals and CoBrowse both utilize the same infrastructure, the same Permission Set can be used for the integration user in either case.

  • ENGAGE_INTEGRATION_USER_VOD
  • COBROWSE_FIELD_USER_VOD

The following is a quick-start guide and outlines the permissions included in the delivered permission sets, and may overlap with configuration instructions outlined in other areas of the CoBrowse and Engage for Portals documentation. This section is not intended to outline all features of CoBrowse and Engage for Portals.

Note: Every major version of Veeva CoBrowse and Engage for Portals updates 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.

Profile Setup: Object Permissions

  • C = Create
  • R = Read
  • U = Update
  • D = Delete

Object

User

Int/Admin

Account External ID Map

Read

CRUD

Accounts

Read

Read

Content Deployments

Read

CRUD

Key Messages

Read

CRUD

MultiChannel Activities

Read

CRUD

MultiChannel Activity Lines

Read

CRUD

MultiChannel Content

Read

CRUD

MultiChannel Content Asset

Read

CRUD

Sites

Read

CRUD

Profile Setup: Field Permissions – Integration User

Object

Field

Permission

Account External ID Map

All Fields

Read/Write

Content Deployments

All Fields

Read/Write

Key Messages

All Fields

Read/Write

MultiChannel Activities

All Fields

Read/Write

MultiChannel Activity Lines

All Fields

Read/Write

MultiChannel Content

All Fields

Read/Write

MultiChannel Content Asset

All Fields

Read/Write

Sites

All Fields

Read/Write

Profile Setup: Field Permissions – Field User

Object

Field

Permission

Call

CoBrowse Activity

Read

Call

CoBrowse Session

Write

Call

Participant URL

Write

Call

Presentation

Write

Call

Zvod_CoBrowse_vod

Read

Site

URL

Read

Multichannel Content

All Fields

Read

Multichannel Content Asset

All Fields

Read

Content Deployment

All Fields

Read

Multichannel Activity

All Fields

Read

Multichannel Activity Line

All Fields

Read

Profile Setup: Granting Access to Record Types

The Integration User Permission Set includes access to the following record types:

  • Multichannel Activity – Engage_vod
  • Multichannel Activity Line – Engage_vod
  • Multichannel Content – Engage_vod
  • Multichannel Content Asset – Engage_vod
  • Site – Engage_vod
  • Content Deployment – Engage_vod
  • Account External ID Map – Engage_vod

Profile Setup: Granting Access to Visualforce Pages

The Integration User permission set includes access to the following Visualforce pages:

  • Engage_Content_Administration_vod
  • Engage_MetaData_Administration_vod
  • Scheduler_Administration_vod

All CoBrowse Field User permission sets include access to the CoBrowse_vod Visualforce page.

Org Configuration: Creating the CoBrowse Call Record Type

A CoBrowse specific Call Record Type and Page Layout must be created to allow users to record CoBrowse interactions. The CoBrowse specific record type must also be assigned to the user profile capturing the interactions. The detailed configuration steps can be found here.

Org Configuration: Account Configuration

To allow users to schedule ad-hoc CoBrowse interactions, the “Start CoBrowse” button must be added to the relevant Account page layouts. To do this, add the button to the desired Account page layouts. The steps to do this are described in more detail here.

Org Configuration: CoBrowse Record Types

The CoBrowse records types for certain key objects are delivered in an inactive state. These must be manually activated and assigned to the Integration User profile.  Below are relevant record types that must activated:

  • Multichannel Activity – CoBrowse_vod
  • Multichannel Activity Line – CoBrowse_vod
  • Account External ID Map – CoBrowse_vod

Org Configuration: Enabling VMobile Object Configurations

Enable the following VMOCs:

  • Multichannel Activity
  • Multichannel Activity Line
  • Multichannel Content
  • Multichannel Content Asset
  • Site