Configuring Approved Email

• Object Model

Configuring Vault CRM and Vault for Approved Email

• Configuring Approved Email Admins and Integration Users – Admins, content admins, and integration users require highly similar permissions and must first be configured to use Approved Email before default functionality is available for use
• Configuring Approved Email End Users – End users must be enabled to use Approved Email before default functionality is available for use. This process also provisions Approved Email licenses to end users.
• Configuring Approved Email in PromoMats / MedComms– After configuring Approved Email in Vault CRM, the instance of PromoMats / MedComms to be used in Approved Email must also be configured

Configuring the Integration Between Vault CRM and Vault

• Integrating Vault CRM and PromoMats / MedComms for Approved Email – Once both PromoMats / MedComms and Vault CRM are configured to use Approved Email, a series of integrative processes must be performed to link the two platforms together and enable content to flow back and forth
• Creating a Sending Domain – Before end users can send Approved Emails, an email Sending Domain must be defined