To configure Approved Email for end users:

1. Navigate to Admin > Users & Groups > Permission Sets.

2. Select the permission set for the appropriate user profile.

3. Navigate to Objects.

4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	n/a	approved_email_opt_type__v language__v restricted_products__v	Read
   approved_document__v	R	email_fragment__v email_receipt__v email_template__v engage__v medical_inquiry_template__v	allow_any_product_fragment__v allowed_document_ids__v approved_document_status__v created_by__v created_date__v detail_group__v document_description__v document_host_url__v document_id__v document_last_mod_datetime__v email_allows_documents__v email_domain__v email_fragment_html_file__v email_from_address__v email_from_name__v email_html_file__v email_replyto_address__v email_replyto_name__v email_subject__v email_template_fragment_document_id__v email_template_fragment_html_file__v isi_document_id__v language__v modified_by__v modified_date__v other_document_id_list__v pi_document_id__v piece_document_id__v product__v status__v territory__v vault_document_id__v vault_instance_id__v	Read
   approved_email_settings__v	R	n/a	add_recipients__v approved_email_consent_text__v approved_email_consent_mode__v approved_email_domain__v approved_email_field_exclusions__v approved_email_filter_fields__v approved_email_disclaimer_text__v multichannel_explicit_opt_in__v approved_email_restricted_words__v approved_email_test_address__v approved_email_vault_endpoints__v approved_email_vault_query__v approved_email_count_limit__v approved_email_duration_limit__v created_by__v created_date__v disabled_approved_email_entrypoints__v enable_approved_email_receipts__v enable_drafts_folder__v enable_group_email__v global_id__sys id modified_by__v modified_date__v legacy_crm_id__v link__sys name__v recipient_name_in_email_header__v recipient_specific_fields__v security_profile__v setupownerid__v status__v timeline_view_email_link__v	Read
   channel_metrics__v	R	n/a	name account__v channel_value__v channel_source__v external_id__v last_email_error_date__v email_delivery_error__v email_activity__v	Read
   email_activity__v	R	email_activity__v vault_activity__v	event_type__v activity_datetime__v event_msg__v approved_document__v city__v click_url__v client_name__v client_os__v client_type__v country__v created_by__v created_date__v device_type__v vault_doc_id__v vault_doc_name__v vault_document_number__v vault_document_title__v ip_address__v link_name__v modified_by__v modified_date__v vault_document_major_version__v vault_document_minor_version__v region__v sent_email__v user_agent__v vault_instance_id__v	Read
   multichannel_consent__v	CRE	approved_email__v	account__v capture_datetime__v channel_source__v channel_value__v detail_group__v last_device__v mobile_id__v opt_expiration_date__v opt_type__v product__v signature_datetime__v signature_id__v signature__v	Edit
   			optout_event_type__v created_by__v created_date__v modified_by__v modified_date__v	Read
   sent_email__v	CRE	account__v call__v clm__v email_receipt__v events_management__v medical_event__v medical_inquiry__v	account_email__v account__v approved_email_template__v call2__v capture_datetime__v detail_group__v email_config_values__v email_config_values_file__v email_fragments__v email_group_id__v email_sent_date__v email_source__v last_device__v list_unsubscribe_header_v mc_capture_datetime__v mobile_id__v object_type__v ownerid__v product__v related_transaction_id__v sender_email__v sent_email_status__v status__v subject__v territory__v user_input_text__v valid_consent_exists__v	Edit
   			approved_document_views__v click_count__v clicked__v created_by__v created_date__v email_content_file__v failure_msg__v last_activity_date__v last_click_date__v last_open_date__v modified_by__v modified_date__v open_count__v product_display__v	Read
   tsf__v	R	n/a	account__v allowed_products__v territory_name__v	Read
   user__sys	R	n/a	approved_email_admin__v	Read
   user_detail__v	CRE	All	user__v	Edit
   			created_by__v created_date__v modified_by__v modified_date__v	Read

5. Grant end users Execute permission to the Send Email object action permission on the Account object.
6. Navigate to Application > File Staging in the permission set.
7. Grant end users access to File Staging in the Enable Access column.
8. Enable the VMOC for channel_metrics__v.
9. Ensure users have read access to the modified_date__v field on the channel_metrics__v object.
10. Navigate to Admin > Configuration > Objects > Account > Object Types.
11. Select the Actions link.
12. Select Edit Object Type Actions from the Actions menu.
13. Enable the Send Email action for the appropriate account object types.
14. Select Save.
15. Add the language__v field to the approved_document__v layout.

Configuring Approved Email for Mobile Devices

The following process enables Approved Email for mobile devices:

1. Open the VMobile Object Configurations tab.

2. Ensure the following VMOCs exist. If not, create them. For information on creating VMOCs, see Using VMobile Object Configurations. All VMOCs should be Active with the appropriate device:

   Object	VMOC Details
   approved_document__v	Type - Full Sync Where Clause - none
   approved_email_settings__v	Type - Full Sync Where Clause - WHERE application_profile__v = @@USER_APP_PROFILE_ID@@ OR (application_profile__v = null AND security_profile__v = null)
   channel_metrics__v	Type - Full Sync WHERE account__v IN (SELECT id FROM account__vr)
   multichannel_consent__v	Type - Full Sync Account Lookup Field - account__v Where Clause - None
   sent_email__v	Type - Top Level Where Clause - WHERE account__v IN (SELECT id FROM account__vr) AND created_date__v >= LAST_DAYS:90
   user_detail__v	Type - Full Sync Where Clause - WHERE user__v = @@USER_ID@@

3. Ensure users have read access to the modified_date__v field on the objects above.

Vault CRM does not support mobile device users having the File Staging API > Access Root Folder permission.

Email Templates reference images stored on public web servers. Approved Document attachments include a copy of the Email Template with embedded images. When synced, the Email Templates and images can be previewed from within Approved Email while offline ensuring that complex emails with many images render properly offline. Initial sync times may increase depending on the volume of Email Templates and embedded images.

Individual VMOC Settings contain WHERE clauses which enable users to add filters limiting the data pulled onto a mobile device during the Vault - Vault CRM integration. See VMOCs for more information.