List of Engage Connect Group Settings

The following list describes all available Engage Connect group settings. These settings can either be set at the group level, as an org-wide default, or as an org-wide default that can be overridden by a group.

When end users are part of a group, the group settings apply, including settings that are blank. The org-wide default settings only apply to users who are not in a group.

Setting Name

Description

Org-Wide Default Setting

Group Level Setting

Primary Color

A hex value that determines the color of certain elements of the application for branding purposes. If a color is not set at the group level or as an org-wide default, Veeva's default navy color applies.

Do not include the # character in the hex value.

Secondary Color

A hex value that determines the secondary color of certain elements of the application for branding purposes. If a color is not set at the group level or as an org-wide default, Veeva's default navy color applies.

Do not include the # character in the hex value.

Profile Company Name

The company name that displays when HCPs view connections with end users in the group.

Communication Channel

Determines how end users and HCPs can communicate with one another in Engage Connect. Available values are:

  • Off – Communication between end users and HCPs is not permitted in the app. This option is only available for org-wide settings, not Engage Connect groups. This is the default org-wide selection.
  • Ping – HCPs can send a message from the app to the connected end user that is delivered as an Engage Connect email. This is the default selection for an Engage Connect group.
  • Chat – HCPs can communicate with end users via chatting in the app

Display Future Meetings

Displays future meetings with other end users. Available values are:

  • Invited – Displays all upcoming Engage Meetings that have a corresponding Approved Email that was sent to the HCP. This is the default selection.
  • Invited or Ad hoc Meeting – Displays the same Engage Meetings as the Invited option, as well as any meetings created within one hour prior to the scheduled time
  • All – Displays all upcoming Engage Meetings corresponding with this HCP, regardless of whether an Approved Email was sent

Group Name

The name of the Engage Connect group.

Brands

A multiselect picklist of brands available to the group. The order of the brands in the picklist determines the order of the brands in the following areas:

  • on the user’s profile

  • in the Approved Content selector displayed when users send content

  • in the Samples & Materials selector displayed when HCPs send sample requests

See Creating the Company Configuration File for more information.

Content Filters

A semicolon delimited list of filters to determine which content and samples are available in chat. If any filter matches the filters defined in the company configuration file for specific approved content or samples, users can share the approved content and HCPs can request the sample. This column is optional.