To configure this feature:

1. Ensure the following features are configured:

   • Configuring Approved Email as Document Model
   • Using Digital Business Cards – Optional
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   user_detail__v	RE	All	photo_file__v photo_crop_properties__v approved_email_photo_url__v	Edit

6. Navigate to the Application tab on the permission set.
7. Select Edit.
8. Grant access to File Staging.
9. Select Save.
10. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
11. Activate the appropriate VMOC for the user_detail__v object.

Optional Configuration

1. Create custom fields on the user_detail__v object. These fields should be one of the supported data types of the merge token so they can be added to Approved Email content.
2. Grant end users Edit permission to those custom fields on the user_detail__v object.

To add user profile information to Approved Email content, insert the following tokens:

• {{userPhoto}} – Inserts a photo of the end user
• {{user_detail__v.FieldAPIName}} – Uses the standard {{ObjectName.FieldName}} format to reference any supported Veeva or custom user_detail__v field

Admins should ensure only one User Detail record exists for each user. If there are multiple records for a user, Vault CRM uses the first record returned to find the value for the referenced field.

End users on the iPad, iPhone, and Windows platforms can view and edit their user profile on any enabled mobile device:

1. Sign into the Vault CRM app.
2. Navigate to the Options menu.

3. Select the My Profile tab.

   iPad Windows

   

   

4. Select Edit.

5. Populate the appropriate fields.

6. Select the Edit button on the profile photo to update the photo.

   The selected photo is used for both the Approved Email user profile photo and the Digital Business Card photo, if configured.

   The following options are available:

   • Edit Photo - Opens the existing user photo in the cropping tool
   • Take a Photo - Launches the camera app. If the Vault CRM app does not have access to the camera, a prompt displays for users to grant Vault CRM access to it.
   • Choose from Library – Launches the photo library. If the Vault CRM app does not have access to the photo library, a prompt displays for users to grant Vault CRM access to it. Photos must be in PNG or JPG format.
   • Remove Photo – This option only displays when there is an existing photo

   The approved_email_photo_url__v on the user_detail__v record is automatically updated.

   

7. Select Save.

   The photo saved in approved_email_photo_url__v is scaled down to under 120x160 pixels. This photo displays in a circle in Vault CRM but does not display as a circle in sent emails.