Signing Up for Engage

HCPs can communicate with CRM Engage Connect users via one of the Engage apps:

Before HCPs can utilize Engage Connect functionality within their Engage app, they must sign up for an Engage account with their email address and follow the process of verification.

Engage accounts are not required to join an Engage meeting.

When an HCP signs into Engage for the first time, a modal displays requesting them to enable Push Notifications for the app. It is recommended that all Engage users enable push notifications so that they may be informed whenever they receive a new chat message or meeting invite from a CRM user. App push notifications can be enabled or disabled later via the notification settings of their device. Additionally, HCPs can manage email notifications for unread chat messages from the Me tab.

When HCPs sign up or sign into Engage, the This is a public or shared computer check box displays on the Verify Your Email screen and is not selected by default. If an HCP using a private computer does not select the check box, they remain signed in until manually signing out. If an HCP on a public or shared computer selects the check box, they are automatically signed out after two hours of inactivity.

Additionally, the Getting Started widget displays on the homepage, enabling them to immediately create an office or send an invitation to coworkers.

After signing in, HCPs have access to the following tabs: