Creating Test HCPs

To allow CRM users to test Engage functionality from the perspective of an HCP, a test HCP account is automatically created for a CRM user the first time they sign into Engage using their email address. The email address must match exactly one active CRM user in Engage Connect. The test HCP account is automatically connected to the CRM user's Engage Connect account.

With the 24R2.0 release, Engage no longer supports importing new test HCPs via the company configuration file. Existing test HCP accounts without corresponding CRM user accounts remain functional.

Who Can Use This Feature?

  • Platforms – Android, iPad, iPhone, Web
  • Licensing – Available to users with Engage contractual licenses
  • Users – Active CRM users who do not share email addresses with other CRM users

Creating a Test HCP

When a CRM user signs into the Engage app using the email address associated with their Engage Connect account, a test HCP account is automatically created with the same email address.

CRM users must sign into Engage with unique email addresses to create test HCP accounts. CRM users cannot share an email address and have a test HCP account.

The following profile information is automatically populated for the test HCP:

  • Email - The CRM user's email address
  • First name - The CRM user's first name
  • Last name - The CRM user's last name
  • Display name - The name entered during the sign up process. If the user did not enter a name while signing up, this is populated with the CRM user's display name.
  • Country - The CRM user's country
  • Job title - HCP Demo User, translated in the CRM user's language. The user can edit this field from their profile in Engage.

Using Engage as a Test HCP

All HCP functionality is available to test HCPs, however, each test HCP is restricted to their corresponding CRM user's company. Test HCPs can connect to and chat with other test HCPs and CRM users as long as they are associated with the same company.

Chat threads in the Engage tab in Veeva CRM and in Engage Connect display text indicating that a CRM user is chatting with their own test HCP.

Chat threads in Engage display text indicating a CRM user is signed in as a test HCP user.

Additionally, test HCPs can only view content and brand profile resources from the same company. HCP functionality includes: