To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions and place the fields on the appropriate layouts for all object types:

   Objects	Object Permission	Object Types	Fields	Field Permission
   consent_header__v	RE	n/a	approved_email_consent_level__v	Edit
   sent_email__v	RE	n/a	content_type__v	Edit

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Objects	Object Permission	Object Types	Fields	Field Permission
   consent_header__v	RE	n/a	approved_email_consent_level__v	Edit
   sent_email__v	RE	n/a	content_type__v	Edit

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Objects	Object Permission	Object Types	Fields	Field Permission
   consent_header__v	R	n/a	approved_email_consent_level__v	Read
   sent_email__v	R	n/a	content_type__v	Read

6. Navigate to Business Admin > Objects > Approved Email Settings > Global Approved Email Settings and populate the Approved Email Consent Mode Approved Email setting with a value of 1 to hide the Email Opt In button on mobile devices.

Content types are customer-defined categories of information not related to products, for example, Medical or Promotional. Customers create Approved Email templates for content types in PromoMats/MedComms and Approved Email integration users sync the templates to Vault CRM. In order for a sync to be successful, the following conditions must be satisfied:

• Corresponding content_type__v records with the same external ID exist in both Vault CRM and PromoMats/MedComms
• The CRM-Vault Mapping from the Approved Email Administration page is updated
• Select View Map under the Vault Login Credential Management section of the Approved Email Administration page
• approved_document__v records include a content_type__v record in PromoMats/MedComms
• Only one content type can be assigned to an email template in PromoMats/MedComms
• End user visibility to email templates is still controlled by the product catalog (My Setup)
• Corresponding content_type__v records need to be managed in Vault CRM and PromoMats/MedComms. See Content Type Object and Document Field for more information.

Products still drive alignment of content in PromoMats/MedComms and are required for integration and sync purposes.

Consent admins create consent type records using the approved_email__v object type. See Creating Consent Types for more information. To define consent lines for products and content types, see Creating Consent Lines.

Consent Capture for Approved Email does not support sub channels on consent line records.

To capture consent for content types:

1. Navigate to Business Admin > Objects > VMobile Object Configurations.
2. Ensure there is an active Full Sync VMOC for the content_type__v object.
3. Navigate to Business Admin > Objects > Consent Headers.
4. Select the appropriate consent_header__v record.
5. Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
6. Select Edit on the consent_header__v record again.
7. Select the content_type__v value for the approved_email_consent_level__v field.

8. 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
9. Select Save.

There can only be consent lines of the same object type for an Approved Email channel. For example, if there is a Cholecap consent line, the business admin cannot create a content type consent line, only other product consent lines.

End users cannot send Approved Emails to HCPs who do not grant consent. If a user tries to send an approved email to an HCP who has not opted into receiving approved emails, the Send button is unavailable and a link to Change Opt Preferences displays for the recipient. Select the link to navigate directly to the Consent Capture screen for the account. After capturing consent, the user automatically returns to the Send Email screen.