To configure this feature, ensure Configuring Approved Email is complete.

If the Additional Recipients Approved Email setting is set to 1, end users can add recipients to an Approved Email. These additional recipients must be from the user’s territory. For information on the number of recipients users can add, see Approved Email Limits.

To add recipients:

1. Select the Recipients () button.
2. Select the Plus button.
3. Search for an account by first name or last name.
4. Select Add.

Selecting Recipients from the Accounts Page

Alternatively, if the user knows the recipients of an Approved Email before composing the email, recipients can be added to an Approved Email from the list of accounts:

1. Select the Select button at the top of the list of accounts.
2. Search for and select all appropriate accounts.

   

3. Select Send Email.

The Send Email modal displays with all selected accounts added as recipients.

The Disabled Approved Email Entry Points setting can be used to hide the Send Email option from certain entry points, such as from the Accounts page.

End users can also edit an existing recipient's email address, ensuring the Approved Email is sent to the correct email address for that account.

Editing a recipient’s email address is not available on iPhone.

1. Select the Recipients () button.
2. Select the More Actions button next to the appropriate recipient.

   

3. Select Manage Email Addresses.

   The Manage Email Address modal respects field permissions and layout settings for the account__v and address__v objects. If a field is marked as read only on the layout, the field always displays as read only on the Manage Email Address modal.

4. Enter the appropriate new email address.

   

5. Select Save.

Decoupled Data Change Requests are supported when editing a recipient's email address, as well as Data Change Requests on the Email Address fields if using Veeva Network.