Engage Connect Users and Roles
Engage Connect has several different types of users, each of them with unique roles and responsibilities:
- Administrator
- Groups CRM users together into Engage Connect Groups
- Defines org-wide default and group level permissions
- Creates and imports Company Configuration files
- CRM User
- Connects with HCPs via the Veeva Engage Connect app
- Communicates with HCPs in the app via Chat
- Shares contacts or approved content with HCPs in the app
- Responds to sample requests from HCPs
- HCP
- Connects with CRM users via one of the Engage apps or the Engage Web Client
- Communicates with CRM users in the app via Chat
- Receives shared contacts or approved content from CRM users
- Requests samples from CRM users in the app
- Creates Meeting Requests with CRM users
