Consent Header (consent_header__v)

Consent headers define the countries and languages for capturing consent along with other attributes required for advanced functionality. There can be multiple headers for one country, each for a different language, allowing end users to select the preferred language for an HCP. Switching languages displays translations of the consent text, disclaimer text, and consent lines.

Consent headers have 3 statuses:

• Active
• Inactive
• Staged

End users can view active consent headers. Business admins can view both staged and active consent headers.

Business admins cannot edit a consent header or create and edit related consent types and consent lines if the status of the consent header is Active. This prevents business admins from making changes while the consent header is in use.

There can only be one active consent header per country per language.

See Creating Consent Headers for more information about how to create and use consent headers.

Consent Type (consent_type__v)

Consent types define the communication channels and the disclaimers or consent lines related to that consent channel. Each consent type is related to a consent header.

Customers can define custom object types for communication channels outside of Vault CRM, for example, SMS or portal. Every custom object type created on the consent_type__v object must have a corresponding custom object type on the multichannel_consent__v object.

See Creating Consent Types for more information about how to create and use consent types.

Consent Line (consent_line__v)

Consent lines define the type of information a customer wants to send. Each consent line is related to a consent type.

There are 3 object types:

• Product
• Content Type — customer-defined categories of information which are not tied to products
• Sub Channel — temporary channels for consent types

See Creating Consent Lines for more information about how to create and use consent lines.

Multichannel Consent (multichannel_consent__v)

Multichannel consent records track consent activity. When a user captures consent, a multichannel consent record is created for each channel with consent changes, containing the consent type and consent line information for that channel.

Each object type on the multichannel_consent__v object must correspond to a object type on the consent_type__v object.

The following fields are always populated on multichannel consent records:

• Account
• Capture Datetime
• Opt Type

Other fields, including channel_value__v or sent_email__v, are only stamped if the values exist for the captured consent.

To configure Consent Capture for integration users:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant the following permissions:

   Objects	Object Permissions	Object Types	Fields	Field Permission
   consent_line__v	CRED	content_type__v	content_type__v content_type_display_name__v	Edit
   content_type__v	CRED	content_type__v	n/a	n/a
   multichannel_consent__v	CRED	approved_email__v	content_type__v	Edit

To configure Consent Capture for business admins:

1. Navigate to Admin > Configuration > Objects > User > Layouts.
2. Add the consent_admin__v check box to the appropriate user__sys object layouts.
3. Navigate to Business Admin > Objects > Users.
4. Select the Consent Admin check box on the appropriate user__sys records to allow the user to view and edit Staged consent_header__v records and related records.
5. Navigate to Admin > Users & Groups > Permission Sets.
6. Select the appropriate permission set.
7. Select the Objects tab.
8. Grant the following permissions:

   Objects	Object Permissions	Object Types	Fields	Field Permissions
   account__v	n/a	n/a	language__v vcountry__v	Read
   consent_header__v	CRED	consent_header_default__v	consent_header_help_text__v consent_header_status__v country__v inactive_datetime__v language__v name__v object_type__v status__v subscription_option__v	Edit
   consent_type__v	CRED	approved_email__v	channel_source_v consent_expires_in__v consent_custom_duration__v default_consent_type__v disclaimer_text_file__v display_order__v object_type_v product_preference__v zvod_consent_default_consent_text_file__v	Edit
   consent_line__v	CRED	content_type__v product__v sub_channel__v	content_type__v content_type_display_name__v display_order__v end_date__v group_by__v object_type__v product__v sub_channel_description__v sub_channel_display_name__v sub_channel_key__v start_date__v	Edit
   content_type__v	CRED	content_type__v	external_id__v name__v	Edit
   country__v	CRED	country__v	n/a	n/a
   multichannel_consent__v	CRED	approved_email__v	capture_datetime__v channel_value__v consent_line__v consent_type__v content_type__v default_consent_text__v disclaimer_text_file__v object_type__v opt_type__v product__v signature__v sub_channel_key__v	Edit
   user__sys	n/a	n/a	consent_admin__v	Read
   vcountry__v	CRED	vcountry__v	alpha_2_code__v country_name__v	Edit

9. Navigate to Admin > Users & Groups > Permission Sets.
10. Select the appropriate permission set.
11. Navigate to Objects > Consent Types.
12. Grant View permission to the following object controls on the consent_type__v object for all object types:
    • Consent Line
    • Signature Capture
13. Select the Pages tab.
14. Grant View permission to the CRM PL3 Generic Page.
15. Navigate to Admin > Configuration > Objects > Account > Object Types.
16. Enable the Consent Capture (consent_capture_action__v) action for the appropriate object types.
17. Navigate to Admin > Configuration > Objects > Consent Header > Layouts.
18. Ensure a layout for the consent_header_default__v object type on the consent_header__v object exists.
19. Add the following fields to the consent_header_default__v object type layout:
    • consent_header_help_text__v
    • consent_header_status__v
    • country__v
    • inactive_datetime__v
    • language__v
    • subscription_option__v
20. Add the Consent Types related object section to the consent_header_default__v layout.
21. Navigate to Admin > Configuration > Objects > Consent Type > Layouts.
22. Ensure a layout for each object type on the consent_type__v object exists.
23. Add the consent_custom_duration__v field to the layouts for the appropriate consent_type__v object types.
24. Add the Consent Lines related object section to the layouts for the appropriate consent_type__v object types.
25. Add the following object controls to the layouts for the appropriate consent_type__v object types:
    • Consent Line
    • Signature Capture
26. Ensure the consent_type__v layouts are 1-column. This determines the order in which the fields display when confirming consent changes.
27. Navigate to Admin > Configuration > Objects > Content Type > Layouts.
28.  Add the following fields to the layout for the content_type__v object type on the consent_line__v object:
    • content_type__v
    • content_type_display_name__v
29. Add the external_id__v field to the content_type__v object layout.
30. Navigate to Admin > Configuration > Objects > Multichannel Consent > Layouts.
31.  Add the following fields to the appropriate multichannel_consent__v layout:
    • channel_value__v
    • consent_line__v
    • consent_text__v
    • consent_type__v
    • content_type__v
    • disclaimer_text_file__v
    • id
    • opt_type__v
    • product__v
    • signature__v
    • sub_channel_key__v

To configure Consent Capture for end users:

Users must be fully configured to view the Consent Summary screen and accurately capture consent.

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Application tab.
4. Grant Access permission for File Staging in the Vault Actions section.
5. Select the Objects tab.
6. Assign the Consent Capture End User Permission Set to the appropriate security profiles, which includes:

Objects	OLS	Object Types	Fields	FLS
account__v	R	n/a	language__v vcountry__v	Read
consent_header__v	R	consent_header_default__v	approved_email_consent_level__v created_by__v consent_header_help_text__v consent_header_status__v country__v custom_list_unsubscribe_header__v inactive_datetime__v language__v modified_date__v name__v object_type__v ownerid__v status__v subscription_option__v	Read
consent_line__v	RE	content_type__v product__v sub_channel__v	consent_type__v content_type__v detail_group__v detail_group_display_name__v content_type_display_name__v display_order__v end_date__v group_by__v modified_date__v product__v product_display_name__v sub_channel_description__v sub_channel_display_name__v sub_channel_key__v start_date__v	Read
consent_type__v	R	approved_email__v	channel_label__v channel_source_v consent_header__v consent_expires_in__v consent_custom_duration__v default_consent_type__v disclaimer_text_file__v display_order__v modified_date__v product_preference__v zvod_consent_default_consent_text_file__v	Read
content_type__v	R	content_type__v	external_id__v modified_date__v name__v ownerid__v	Read
multichannel_consent__v	CRE	approved_email__v	account__v capture_datetime__v channel_source__v channel_value__v consent_header__v consent_line__v consent_type__v content_type__v default_consent_text__v detail_group__v disclaimer_text_file__v last_device__v mobile_id__v modified_date__v object_type__v optout_event_type__v opt_expiration_date__v opt_type__v product__v signature__v signature_datetime__v signature_id__v sub_channel_key__v	Edit
user__sys	R	n/a	consent_admin__v	Read
vcountry__v	R	vcountry__v	alpha_2_code__v country_name__v modified_date__v ownerid__v	Read

7. Navigate to Objects > Account > Actions.
8. Grant Execute permission to the Consent Capture action.
9. Navigate to Objects > Consent Type.
10. Grant View access to the following object controls appropriate consent_type__v object types:
    • Consent Line
    • Signature Capture
11. Select the Pages tab.
12. Grant View permission to the CRM PL3 Generic Page.
13. Navigate to Business Admin > Objects > VMobile Object Configurations.
14.  Enable Full Sync VMOCs for the appropriate platforms for the following objects:
    • consent_header__v
    • consent_type__v
    • consent_line__v
    • content_type__v
    • country__v
    • multichannel_consent__v
    • vcountry__v

Admins should not add the Multichannel Consents related object section to account__v layouts. This prevents end users from editing multichannel_consent__v records via the related object section. End users can view an account's consent for channels from the Consent Summary screen.