Configuring Engage Connect Groups

Functionality within Engage Connect can be enabled or disabled for groups of users depending on the assigned group.

To configure Engage Connect groups:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the permission set for the appropriate user profile.
  3. Navigate to Objects.
  4. Grant FLS edit permission to the following fields on the user__sys object:
    • engage_connect_group__v
    • engage_connect_group_status__v
    • engage_connect_group_request__v
  5. Navigate to Admin > Configuration > Tabs.
  6. Grant access to the CRM Setup tab collection.
  7. Navigate to Admin > Configuration > Pages.
  8. Grant access to the following Pages:
    • Engage Connect Administration
    • CRM PL3 Generic Page
  9. Navigate to Admin > Configuration > Objects > Users > Layouts.
  10. Add the following fields to the appropriate user__sys layout:
    • engage_connect_group__v
    • engage_connect_group_status__v
    • engage_connect_group_request__v

Managing Users in Engage Connect Groups

To configure managing users for Engage Connect groups, grant Edit field permission to the following fields on the user__sys object:

  • first_name__sys
  • last_name__sys
  • email__sys
  • country_code__v
  • user_type__v

These fields are required.

The user__sys records for users in Engage Connect Groups must be marked active. See About the Vault Membership Lifecycle for more information.

Defining Vault-Wide Default Settings

Engage Connect group settings have a Vault-wide default that applies to all licensed Engage users unless they are assigned to a specific Engage Connect group with an overriding value. Once Vault-wide settings are enabled, HCPs can view the contact information of connected users, for example, their email address or phone number.

To set Vault-wide default settings:

  1. Navigate to CRM Setup > Engage Setup > Engage Connect Administration.
  2. Navigate to the Organization Settings section.

  3. Edit the appropriate Engage Connect Group Settings.

  4. Select Save.

Managing Engage Connect Groups

To create an Engage Connect group and add a user to the group:

  1. Navigate to CRM Setup > Engage Setup > Engage Connect Administration.
  2. Select Create New Group.
  3. Define the group name and all applicable Engage Connect group settings. The group settings for new Engage Connect groups are automatically populated according to the Vault-wide default settings. Edit the auto-populated values to override the defined Vault-wide default settings for the group.
  4. Select the appropriate Brands for the group.
  5. Select Save.
  6. Navigate to Business Admin > Objects > Users.
  7. Select the appropriate user__sys record.

  8. Populate the engage_connect_group_request__v field with the name of the appropriate Engage Group. The engage_connect_group_status__v field indicates the status of the request.

    A user can only belong to one Engage Connect group. A user cannot be added to an Engage Connect group if their email address ends in .invalid.

Related Topics

Engage Group Management

Group Meeting Permissions

List of Engage Connect Group Settings