Configuring Approved Email as Document Model

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Configuring Approved Email as Document Model

Configuring Approved Email for

Admins, Content Admins, and Integration Users

To configure Approved Email for admins, content admin users, and integration users:

Ensure Multi-Language Support is enabled in the Vault CRM instance.
Navigate to Admin > Users & Groups > Permission Sets.
Select the permission set for the appropriate user profile.
Navigate to Objects.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
account__v	R	All applicable object types	approved_email_opt_type__v language__v restricted_products__v	Read
approved_email_settings__v	R	n/a	All Fields	Read
channel_metrics__v	R	email__v	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	CRE	email_activity__v	activity_datetime__v approved_document__v city__v click_url__v client_name__v client_os__v client_type__v country__v device_type__v event_msg__v event_type__vip_address__v link_name__v name__v object_type__v region__v sent_email__v user_agent__v	Edit
email_activity__v	CRE	email_activity__v	created_by__v created_date__v modified_by__v modified_date__v	Read
multichannel_consent__v	CRED	approved_email__v clm__v engage__v sample_consent__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 optout_event_type__v product__v signature_datetime__v signature_id__v signature__v	Edit
multichannel_consent__v	CRED	approved_email__v clm__v engage__v sample_consent__v	created_by__v created_date__v modified_by__v modified_date__v	Read
product__v	CRED	n/a	vexternal_id__v	Edit
sent_email__v	CRE	call__v clm__v email_receipt__v events_management__v medical_event__v medical_inquiry__v	call2__v email_config_values__v email_config_values_file__v email_content_file__v email_sent_date__v failure_msg__v last_activity_date__v list_unsubscribe_header_v related_transaction_id__v sent_email_status__v territory__v	Edit
sent_email__v	CRE		account_email__v account__v approved_email_template__v capture_datetime__v created_by__v created_date__v detail_group__v email_fragments__v email_group_id__v email_source__v mc_capture_datetime__v mobile_id__v modified_by__v modified_date__v object_type__v ownerid__v product__v scheduled_send_datetime__v sender_email__v subject__v valid_consent_exists__v	Read
sent_fragment__v	R	All applicable object types	created_by__v created_date__v modified_by__v modified_date__v	Read
tsf__v	R	n/a	account__v allowed_products__v	Read
user__sys	R	n/a	approved_email_admin__v	Read
user_detail__v	CRED	user_detail__v	user__v	Read
veeva_settings__v	R	n/a	legacy_org_id__v	Read

If Dynamic Access Control is enabled for any of the objects leveraged by Approved Email, for example Sent Email, Email Activity, or Multichannel Consent, the Approved Email integration user should have All Object Record Read and All Object Record Edit permissions enabled.

Navigate to Application in the permission set.
Grant the administrator and the integration user access to File Staging in the Enable Access column.
Grant the administrator and the integration user Access API permission for the API action.
Navigate to the Pages tab in the permission set.
Grant the administrator and the integration user access to the following pages:
- Approved Email Administration
- CRM PL1 Generic Page
- CRM PL3 Generic Page
  PL1 and PL3 are generic layouts used to render various pages across modules in Vault CRM.
Navigate to the Tabs tab in the permission set.
Grant the administrator and the integration user access to the CRM Setup Tab Collection.
Grant the administrator and the integration user access to the Approved Email tab.
Navigate to Business Admin > Objects > user_territory__v.
Create a user_territory__v record for the integration user and assign the integration user to the root territory in the vault. For more information, see Viewing Territories in the Hierarchy.
Update the WHERE clause and verify users have read access to the modified_date__v field if the following VMOCs are enabled:
- sent_email__v - WHERE account__v IN (SELECT id FROM account__vr) AND created_date__v >= LAST_DAYS:90
- sent_fragment__v - WHERE account__v IN (SELECT id FROM account__vr) AND created_date__v >= LAST_DAYS:90
Ensure users have read access to the modified_date__v field on the channel_metrics__v object.
Grant Execute access to the Send Email action on the appropriate account__v object types for testing purposes.

The Send Email action does not control the ability to send emails on mobile devices. The action is displayed based on the user's permissions to the Sent Email and Multichannel Consent objects.
Add iPad as a selected value to the last_device__v field on the account__v object type on the Sent Email object.

Designating Content Admin Users

An additional process is required to designate users as content admin users:

Place the approved_email_admin__v field on the appropriate user__sys layouts.
Navigate to the appropriate user.
Select the Approved Email Admin checkbox.
Select Save.
Log in as the vault owner.
Navigate to Admin > Users & Groups.
Select the appropriate user.
Verify the user is granted Full User license to the Approved Email application in Vault CRM.

End Users

To configure Approved Email for end users:

Navigate to Admin > Users & Groups > Permission Sets.
Select the permission set for the appropriate user profile.
Navigate to Objects.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
account__v	R	All applicable object types	approved_email_opt_type__v language__v restricted_products__v	Read
approved_email_settings__v	R	n/a	All Fields	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	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 ip_address__v link_name__v modified_by__v modified_date__v region__v sent_email__v user_agent__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
multichannel_consent__v	CRE	approved_email__v	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
sent_email__v	CRE		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 email__sys	Read
user_detail__v	CRE	All	user__v	Edit
user_detail__v	CRE	All	created_by__v created_date__v modified_by__v modified_date__v	Read

Grant end users Execute permission to the Send Email object action permission on the Account object.
Navigate to Application > File Staging in the permission set.
Grant end users access to File Staging in the Enable Access column.
Navigate to Admin > Configuration > Objects > Account > Object Types.
Select the Actions link.
Select Edit Object Type Actions from the Actions menu.
Enable the Send Email action for the appropriate account object types.
Select Save.
Navigate to Business Admin > Objects > Approved Email Settings.
Edit the appropriate record.
Populate the following fields:
- enable_approved_email_documents__v – Select True
- approved_email_filter_fields__v – Populate with the list of Document field API names to enable filtering from

Enabling Approved Email Documents for Mobile Devices

To sync Approved Email documents to mobile devices:

Navigate to Business Admin > Objects > Veeva Settings.
Edit the appropriate record.
Populate the Sync Configuration Mode field with 1.
Navigate to Business Admin > Objects >VMobile Object Configurations.

Ensure the following VMOCs exist. If a VMOC does not exist, create it. All VMOCs must be Active with the appropriate device selected. See Using VMobile Object Configurations for more information.

Object	VMOC Configuration
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 Clause – WHERE account__v IN (SELECT id FROM account__vr) Ensure users have read access to the modified_date__v field on the channel_metrics__v object.
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@@
documents	type__v: Full object_name__v: "documents" where_clause__v: "WHERE TONAME(type__v) CONTAINS ('email_template__v', 'email_fragment__v', 'template_fragment__v') AND TONAME(lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(status__v) = 'approved__v'" enhanced_sync__v: True document_query_modifier__v: "latest_matching_version__v" To allow Approved Email admins to view staged content on mobile devices, manually add staged__v to the WHERE clause of the documents VMOC: WHERE TONAME(type__v) CONTAINS ('email_template__v', 'email_fragment__v', 'template_fragment__v') AND TONAME(lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(status__v) CONTAINS ('approved__v', 'staged__v')
relationships	type__v: Full object_name__v: "relationships" where_clause__v: "WHERE TONAME(source__vr.type__v) CONTAINS ('email_template__v', 'email_fragment__v') AND TONAME(source__vr.lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(source__vr.status__v) = 'approved__v' AND relationship_type__v CONTAINS ('related_piece__v', 'related_email_fragments__v', 'related_template_fragments__v', 'related_pi__v', 'related_isi__v', 'other_related_documents__v', 'email_fragment_content__v')"