When an end user signs into the Engage app using the email address associated with their CRM account, a test HCP account is automatically created with the same email address.
End users must sign into Engage with unique email addresses to create test HCP accounts. End users cannot share an email address and have a test HCP account.
The following profile information is automatically populated for the test HCP:
- Email - The end user's email address
- First name - The end user's first name
- Last name - The end user's last name
- Display name - The name entered during the sign up process. If the user did not enter a name while signing up, this is populated with the end user's display name.
- Country - The end user's country
- Job title - HCP Demo User, translated in the end user's language. The user can edit this field from their profile in Engage.
Test HCP accounts are not automatically associated with accounts in Vault CRM. To manually associate a test HCP with an account, admins can update the CRM ID (Editable) column in the Test HCPs tab of the Company Configuration File and import the changes into Vault CRM. This allows end users to view the test HCP's Engage profile in the Engage profile indicator and ensure chat messages imported into Vault CRM are associated with an account.
End Users
