To configure this feature:

1. Ensure the country_code__v field is populated on the user__sys record. This grants access to the Engage Connect Administration tab.

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   user__sys	CRE	n/a	country__v email__sys first_name__sys last_name__sys mobile_phone__sys title__sys user_type__v	Edit
   			country_code__v	Read
   user_detail__v	CRE	n/a	digital_business_card_country__v digital_business_card_email__v digital_business_card_first_name__v digital_business_card_last_name__v digital_business_card_role__v	Read
   			digital_business_card_display_name__v digital_business_card_phone__v photo_file__v photo_crop_properties__v approved_email_photo_url__v digital_business_card_photo_url__v digital_business_card_title__v user__v object_type__v	Edit

5. Navigate to CRM Setup > Engage Setup.
6. Select the Engage Connect Administration tab.
7. Populate the User Profile Company Name field. Optionally, populate the Primary Color and Secondary Color fields using the appropriate hexadecimal color codes without the # sign, for example, 000000 or ffffff.
8. Select Save.

To configure this feature:

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

   Object	Object Permission	Object Types	Fields	Field Permission
   user__sys	CRE	n/a	country_code__v email__sys first_name__sys last_name__sys mobile_phone__sys title__sys user_type__v	Read
   user_detail__v	CRE	n/a	digital_business_card_country__v digital_business_card_email__v digital_business_card_first_name__v digital_business_card_last_name__v digital_business_card_role__v modified_date__v	Read
   			digital_business_card_display_name__v digital_business_card_phone__v photo_file__v photo_crop_properties__v approved_email_photo_url__v digital_business_card_photo_url__v Do not place the digital_business_card_photo_url__v field on the layout. digital_business_card_title__v mobile_id__v user__v object_type__v	Edit To prevent users from editing these fields in their CRM profile, grant Read permission.

4. Navigate to Admin > Configuration > Objects > User Detail > Layouts.
5. Select the appropriate user_detail__v layout.
6. Add the following fields to the user_detail__v layout:
   • digital_business_card_display_name__v
   • digital_business_card_phone__v
   • digital_business_card_title__v
7. Navigate to Business Admin > Objects > Users.
8. Ensure the country_code__v field on each user__sys record for end users is populated.
9. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
10. Enable a Full Sync VMOC for the user_detail__v object for the appropriate platforms. This ensures any updates made online by an admin are synced to the end user's device.

The minimum configuration of the digital business card displays a basic profile including the user's name, role, and title.

Admins can configure digital business cards to include customer branding and the end user's contact information.

The following table describes the various elements of the digital business card admins can edit on the Browser platform, including the source of the data and how to manage each element:

Admin users can only update the following fields for a user from the user__sys record:

• country__v
• email__sys
• first_name__sys
• last_name__sys
• user_type__v

These fields on the user__sys object always override the corresponding fields on the user_detail__v object. Admin users cannot edit the corresponding user_detail__v fields, but they can report on them to analyze information about their Engage chat users.

To update the digital business card for an individual user:

1. Navigate to the user__sys or user_detail__v record for the user.
2. Edit the appropriate fields. For user_detail__v records, API names for fields related to digital business cards start with digital_business_card_, for example, digital_business_card_display_name__v.
3. Select Save.

Admin users can data load the user__sys and user_detail__v records to update digital business cards for a group of users.

To ensure digital business cards display correctly to HCPs, admins can test digital business cards in a sandbox Vault. See Testing Veeva Engage in Sandboxes for more information.

The following table describes the various elements of the digital business card end users can edit on the iPad and iPhone platforms, including the source of the data and how to manage each element:

To update user profile information:

1. Navigate to My Profile in Vault CRM.

   

2. Select Edit.
3. Populate the appropriate digital business card fields. Depending on configuration, end users can edit one or more of the following fields:
   • digital_business_card_display_name__v
   • digital_business_card_phone__v
   • digital_business_card_title__v
4. Select the Edit button on the profile photo to update the photo.

   The selected photo is used for both the Approved Email user profile photo, if configured, and the Digital Business Card photo.

   The following options are available:

   • Edit Photo - Opens the existing user photo in the cropping tool
   • Take a Photo – Launches the camera app. If the Vault CRM app does not have access to the camera, a prompt displays for users to grant Vault CRM access to it.
   • Choose from Library – Launches the photo library. If the Vault CRM app does not have access to the photo library, a prompt displays for users to grant Vault CRM access to it.
   • Remove Photo – This option only displays when there is an existing photo

     

   The digital_business_card_photo_url__v on the user_detail__v record is automatically updated.

5. Select Save.

End users can share their digital business cards with HCPs by sending Engage connection invites from various entry points in Vault CRM. See Sending Engage Connection Invites to HCPs for more information.

End users can preview their digital business card in a view-only mode from the My Profile tab. The preview displays the user’s digital business card as it displays to HCPs who are not signed into Engage. Previews are not tracked as views to the digital business card.

End users can navigate directly to the My Profile tab by selecting their profile icon in the top right corner of the Engage tab or from the Options tab.

Select Preview Digital Business Card to preview the digital business card in the embedded browser.

Customers can give users access to their connection invite links by exporting them using the company configuration file. Users can then add their connection invite link to their email footer or create a QR code to print out and distribute. See Creating the Company Configuration File and Sending Engage Connection Invites to HCPs for more information.

HCPs can view digital business cards for Vault CRM users by selecting the Vault CRM user's connection invite link or scanning a QR code, whether or not they are signed into Engage. The digital business card includes the CRM user's profile information and available contact methods.

If an HCP is already signed into Engage and selects a Vault CRM user’s connection invite link, they automatically connect to the user, and the user’s digital business card displays.

HCPs who are not signed into Engage can perform the following actions from the digital business card:

• Select the mobile number to make a phone call, if a phone number is available for the CRM user
• Select the email address to compose an email
• Select Save (mobile) or Save Contact (desktop) to save the CRM user’s contact information to their device’s address book
• Select regulatory links to view brand information in the browser

When the HCP is not signed into Engage, their views and interactions with digital business cards are tracked as anonymous activity in the Rep Profile Activity Report.

HCPs must sign into Engage to perform the following actions:

Performing any of these actions from the digital business card automatically connects the HCP to the Vault CRM user after the HCP finishes signing up or signing in.

• Select Chat or Ping to send messages. See Using the Chat Tab for more information.
• Select Schedule (mobile) or Schedule Meeting (desktop) to request a meeting. See Sending Meeting Requests from Engage for more information.
• Select Sign Up to Connect to create an Engage account or to sign into an existing Engage account. See Signing Up for Engage for more information.
• Select a brand to view the brand profile

HCPs can share the link to a CRM user’s digital business card with other HCPs. See Sharing Digital Business Cards for more information.