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