Requiring Consent Capture for Channel Source Changes
By default, end users can edit channel sources directly from the Consent Capture screen to easily update an account’s information, for example, an email address. However, certain regulations require users to capture consent immediately after editing an HCP’s information.
Who can use this feature?
- iPad Users (iPhone coming soon)
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Required Consent for Channel Source Changes for

To configure required consent or channel source changes for business admins:
- Ensure Configuring Consent Capture is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
- Grant Edit field permission to the reject_channel_source_edit_on_cancel__v field on the consent_header__v object.
- Navigate to Admin > Configuration > Objects > Consent Header > Layouts.
- Add the reject_channel_source_edit_on_cancel__v field to the consent_header__v layout for all object types.

To configure required consent or channel source changes for end users:
- Ensure Configuring Consent Capture is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
- Grant Read field permission to the reject_channel_source_edit_on_cancel__v field on the consent_header__v object.
Requiring Consent Capture for Channel Source Changes as

- Navigate to Business Admin > Objects > Consent Headers.
- Select the consent_header__v record for the appropriate country.
- Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
- Select Edit on the record again.
- Select the reject_channel_source_edit_on_cancel__v check box.
- Set the consent_header_status__v field to Active or Staged:
- Active — displays consent channels and lines on the Consent Capture screen and prevents further editing
- Staged — hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays
- Select Save.
Capturing Consent for Channel Sources Changes as

After editing the channel source value for an account, end users must capture consent from the HCP to confirm the update. See Managing Channel Values for more information on editing a channel source value.