To configure this feature:

1. Ensure the following features are configured:

   • Configuring Align
   • Aligning Approved Email and CLM Content
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   content_group__v	CRED	All	aln_vcountry__v aln_source__v	Edit
   aln_content_group_membership__v	CRED	All	external_id__v aln_field_force__v content_group__v aln_territory__v aln_source__v	Edit

6. Navigate to Admin > Configuration > Objects > aln_field_force__v > Layouts.
7. Add the Content Group Membership section to the appropriate layouts.
8. Navigate to Admin > Configuration > Objects > aln_territory__v > Layouts.
9. Add the Content Group Membership section to the appropriate layouts.
10. Navigate to Align Admin > Align Settings (Production).
11. Select the Global Align Setting record.
12. Add the Manage Content Group Memberships value to the Manage CRM Features multiselect picklist.
13. Select Save.

To create content groups:

1. Navigate Roster Management > Content Groups.
2. Select Create.

3. Populate the following fields:

   • Name – The group name
   • Country – The group's country
   • Product – Select the appropriate product

Select Save. Content groups created in the user interface are automatically assigned an Align Source of align_manual__v.

Membership to content groups can be assigned either from Align Territories, field forces, or content groups by creating aln_content_group_membership__v records. Individual roster member assignment to a content group membership is determined by the roster member’s assigned field force and Align Territory, based on the following fields on the aln_content_group_membership__v record:

• If the aln_field_force__v field is populated, all users assigned to an Align Territory within that field force are associated with the content group. For example, assigning all users in the Cardiology field force to a certain content group.
• If the aln_territory__v field is populated, all users assigned to that Align Territory or any of the territory’s descendents are associated with the content group. For example, if the aln_content_group_membership__v record has an Align Territory of Western US, users in the child territory of California are assigned to the content group.
• If both fields are populated, only users assigned to both the selected field force and the selected territory or any of its descendents associate with the content group. For example, assigning all users in the Western US Align Territory and the Cardiology field force to a content group.

Similar to application roles inherited from a functional profile, inherited aln_content_group_membership__v records calculate when pushing to Vault CRM and are not stored as distinct records.

Assigning Content Group Membership from Align Territories

Creating an aln_content_group_membership__v record from an Align Territory automatically populates the new record’s aln_territory__v field based on the selected Align Territory:

1. Navigate to the Content Group Memberships related list of the appropriate aln_territory__v record.

2. Select New.

3. Populate the following fields:

   • Content Group – Select the appropriate content_group__v record to assign to members of the Align Territory and its descendents
   • Field Force – This field is optional. Populating this field limits content group membership to roster members associated with the Align Territory and its descendents who are also in the selected field force.
4. Select Add Row to repeat this process as needed.
5. Select Save.

Assigning Content Group Membership from Field Forces

Creating an aln_content_group_membership__v record from a field force automatically populates the new record’s aln_field_force__v field based on the selected field force:

1. Navigate to the Content Group Memberships related list of the appropriate field force.
2. Select New.

3. Populate the following fields:

   • Content Group – Select the appropriate content_group__v record to assign to members of the field force
   • Territory – This field is optional. Populating this field limits content group membership to roster members in the field force who are also associated with the selected Align Territory or its descendants.
4. Select Add Row to repeat this process as needed.
5. Select Save.

Assigning Content Group Membership from Content Groups

Creating an aln_content_group_membership__v record from a content group automatically populates the new record’s content_group__v field based on the selected content group:

1. Navigate to the Content Group Memberships related list of the appropriate content group.
2. Select New.

3. Populate one or both of the following fields:

   • Field Force – Select the appropriate aln_field_force__v record to assign the content group to all roster members related to Align Territories in the selected field force
   • Territory – Select the appropriate aln_territory__v record to assign the content group to all roster members related to the selected Align Territory and its descendents
   • If both fields are populated, the content group is only assigned to roster members assigned to the selected field force who are also assigned to the selected Align Territory or any of its descendents
4. Select Add Row to repeat this process as needed.
5. Select Save.

To revoke a membership to a content group, delete the appropriate aln_content_group_membership__v record from any of the following detail pages:

• aln_territory__v
• aln_field_force__v
• content_group__v

When users attempt to delete a aln_content_group_membership__v record, a warning displays with information about the Align Territories, field forces, and individual roster members impacted by the deletion.

Additionally, users can delete content_group__v records to revoke all membership associated with the content group.

Once all content groups are created and membership to those groups defined, users can push the assignments to Vault CRM.

content_group_user__v records are updated or created in Vault CRM as part of the push from Align based on aln_content_group_membership__v records applying to the associated roster member.

For example, if Content Group A has an aln_content_group_membership__v record associating the content group to Territory 1, and a roster member is associated with Territory 1, the corresponding content_group_user__v in Vault CRM associates the user__sys record with Content Group A.

See Creating and Managing Content Alignment using Align, Vault CRM, and Vault for more information on assigning PromoMats or MedComms content to Align-sourced content groups.