To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permissions Sets.
3. Select the appropriate permission set.
4. Select the Admin tab.
5. Grant Manage User Object permission in the Users table of the Security section.
6. Select the Objects tab.
7. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	RE	All appropriate object types	language__v vcountry__v whatsapp__v	Read
   consent_header__v	CRE	consent_header_default__v	consent_header_help_text__v consent_header_status__v country__v created_by__v inactive_datetime__v language__v modified_date__v name__v object_type__v ownerid__v status__v	Edit
   consent_type__v	CRE	messaging__v	channel_label__v channel_source__v consent_custom_duration__v consent_expires_in__v consent_header__v created_by__v created_date__v default_consent_type__v disclaimer_text_file__v display_order__v legacy_consent_channel__v modified_by__v modified_date__v name__v product_preference__v subscribe_keyword__v unsubscribe_keyword__v zvod_consent_default_consent_text_file__v	Edit
   country__v	R	n/a	code__sys country_cda__v created_by__v created_date__v external_id__v modified_by__v modified_date__v name__v status__v	Read
   engage_link_settings__v	CRE	n/a	allow_sending_of_custom_presentation__v application_profile__v created_by__v created_date__v engage_link_account_selection__v engage_link_apps__v modified_by__v modified_date__v name__v security_profile__v setupownerid__v status__v	Edit
   message_activity__v	R	message_activity__v vault_activity__v veeva_content_player_activity__v	activity__v activity_date__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v created_by__v created_date__v detail_group__v device_type__v downloaded_rendition__v duration__v ip_address__v key_message__v legacy_crm_id__v modified_by__v modified_date__v media_type__v name__v object_type__v page_number__v product__v reference_document__v sent_message__v session_id__v slide_number__v slide_version__v status__v user_agent__v vault_document_id__v vault_document_major_version__v vault_document_minor_version__v vault_doc_name__v vault_document_number__v vault_document_title__v vault_domain__v video_last_viewed_time__v video_length__v video_start_time__v video_total_time_spent__v view_order__v	Read
   message_template__v	CRE	manual_assign_content_template__v universal_content_template__v	category__v detail_group__v hidden__v language__v message_template_id__v modified_date__v message_template_status__v message_template_text__v product__v template_type__v vault_dns__v vault_guid__v vault_last_modified_date__v whatsapp_body_placeholder__v whatsapp_body_text__v whatsapp_button_1_placeholder__v whatsapp_button_1_text__v whatsapp_button_1_type__v whatsapp_button_1_value__v whatsapp_button_2_placeholder__v whatsapp_button_2_text__v whatsapp_button_2_type__v whatsapp_button_2_value__v whatsapp_button_3_placeholder__v whatsapp_button_3_text__v whatsapp_button_3_type__v whatsapp_button_3_value__v whatsapp_footer_text__v whatsapp_header_placeholder__v whatsapp_header_text__v whatsapp_header_type__v	Edit
   message_template_content__v	Edit	message_template_content__v	clm_presentation__v created_by__v created_date__v message_template__v modified_by__v modified_date__v name__v object_type__v status__v template__v	Edit
   message_template_business_account__v	CRE	whatsapp__v	created_by__v created_date__v message_template__v messaging_business_account__v modified_by__v modified_date__v vexternal_id__v	Edit
   messaging_business_account__v	CRE	whatsapp__v	alert_email_recipients__v connection_datetime__v connection_status__v country__v created_by__v created_date__v external_id__v modified_by__v modified_date__v name__v primary_assignee_for_new_inbound_chat__v secondary_assignee_for_new_inbound_chat__v status__v	Edit
   messaging_phone_number__v	CRE	messaging_phone_number__v	created_by__v created_date__v data_storage_geolocation__v display_name__v external_id__v modified_by__v modified_date__v name__v number__v pin__v status__v whatsapp_business_account__v whatsapp_business_phone_number_id__v	Edit
   multichannel_consent__v	CRE	messaging__v	account__v capture_datetime__v consent_header__v consent_type__v created_by__v created_date__v default_consent_text_file__v last_device__v legacy_consent_channel__v mobile_id__v modified_by__v modified_date__v object_type__v opt_expiration_date__v opt_method__v opt_type__v optout_event_type__v signature__v signature_datetime__v signature_id__v	Edit
   sent_message__v	R	content__v message_template__v	account__v call__v capture_datetime__v clicked__v click_count__v clm_presentation__v created_by__v created_date__v detail_group__v details__v engage_link__v key_message__v mc_capture_datetime__v message_config_values__v message_content__v message_template__v modified_by__v modified_date__v mobile_id__v name__v object_type__v ownerid__v product__v sent_from_platform__v sent_via__v shortened_engage_link__v status__v to__v transaction_type__v user__v vexternal_id__v	Read
   user__sys	RE	n/a	consent_admin__v country_code__v enable_clm_testing_feature__v whatsapp_phone_number__v	Edit

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Assign the Engage System User Permission Set to the appropriate security profiles, which includes:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	RE	All appropriate object types	language__v vcountry__v whatsapp__v	Read
   consent_header__v	R	consent_header_default__v	consent_header_status__v country__v created_by__v created_date__v inactive_datetime__v language__v modified_by__v modified_date__v name__v object_type__v status__v	Read
   consent_type__v	R	messaging__v	channel_label__v channel_source__v consent_custom_duration__v consent_expires_in__v consent_header__v created_by__v created_date__v default_consent_type__v disclaimer_text_file__v legacy_consent_channel__v modified_by__v modified_date__v name__v object_type__v subscribe_keyword__v unsubscribe_keyword__v zvod_consent_default_consent_text_file__v	Read
   country__v	R	n/a	code__sys country_cda__v created_by__v created_date__v external_id__v modified_by__v modified_date__v name__v status__v	Read
   engage_link_settings__v	R	n/a	allow_sending_of_custom_presentation__v application_profile__v created_by__v created_date__v engage_link_account_selection__v engage_link_apps__v modified_by__v modified_date__v name__v security_profile__v setupownerid__v status__v	Read
   message_activity__v	CRE	message_activity__v vault_activity__v veeva_content_player_activity__v	activity__v activity_date__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v created_by__v created_date__v detail_group__v device_type__v downloaded_rendition__v duration__v ip_address__v key_message__v legacy_crm_id__v modified_by__v modified_date__v media_type__v name__v object_type__v page_number__v product__v reference_document__v sent_message__v session_id__v slide_number__v slide_version__v status__v user_agent__v vault_document_id__v vault_document_major_version__v vault_document_minor_version__v vault_doc_name__v vault_document_number__v vault_document_title__v vault_domain__v video_last_viewed_time__v video_length__v video_start_time__v video_total_time_spent__v view_order__v	Edit
   message_template__v	CRE	manual_assign_content_template__v universal_content_template__v	category__v detail_group__v hidden__v language__v message_template_id__v modified_date__v message_template_status__v message_template_text__v object_type__v product__v template_type__v vault_dns__v vault_guid__v vault_last_modified_date__v whatsapp_body_placeholder__v whatsapp_body_text__v whatsapp_button_1_placeholder__v whatsapp_button_1_text__v whatsapp_button_1_type__v whatsapp_button_1_value__v whatsapp_button_2_placeholder__v whatsapp_button_2_text__v whatsapp_button_2_type__v whatsapp_button_2_value__v whatsapp_button_3_placeholder__v whatsapp_button_3_text__v whatsapp_button_3_type__v whatsapp_button_3_value__v whatsapp_footer_text__v whatsapp_header_placeholder__v whatsapp_header_text__v whatsapp_header_type__v	Edit
   message_template_content__v	Edit	message_template_content__v	clm_presentation__v created_by__v created_date__v message_template__v modified_by__v modified_date__v name__v object_type__v status__v template__v	Edit
   message_template_business_account__v	CRE	whatsapp__v	created_by__v created_date__v message_template__v messaging_business_account__v modified_by__v modified_date__v object_type__v vexternal_id__v	Edit
   messaging_business_account__v	CRE	whatsapp__v	alert_email_recipients__v connection_datetime__v connection_status__v country__v created_by__v created_date__v external_id__v modified_by__v modified_date__v name__v object_type__v primary_assignee_for_new_inbound_chat__v secondary_assignee_for_new_inbound_chat__v status__v	Edit
   messaging_phone_number__v	CRE	messaging_phone_number__v	created_by__v created_date__v data_storage_geolocation__v display_name__v external_id__v modified_by__v modified_date__v name__v number__v object_type__v pin__v status__v whatsapp_business_account__v whatsapp_business_phone_number_id__v	Edit
   multichannel_consent__v	CRE	messaging__v	account__v capture_datetime__v consent_header__v consent_type__v created_by__v created_date__v default_consent_text_file__v last_device__v legacy_consent_channel__v mobile_id__v modified_by__v modified_date__v object_type__v opt_expiration_date__v opt_method__v opt_type__v optout_event_type__v signature__v signature_datetime__v signature_id__v	Edit
   sent_message__v	CRE	content__v message_template__v	account__v call__v capture_datetime__v clicked__v click_count__v clm_presentation__v created_by__v created_date__v detail_group__v details__v engage_link__v key_message__v mc_capture_datetime__v message_config_values__v message_content__v message_template__v modified_by__v modified_date__v mobile_id__v name__v object_type__v ownerid__v product__v sent_from_platform__v sent_via__v shortened_engage_link__v status__v to__v transaction_type__v user__v vexternal_id__v	Edit
   user__sys	R	n/a	consent_admin__v country_code__v enable_clm_testing_feature__v whatsapp_phone_number__v	Read

3. Assign the Engage System User to the root territory. See Creating and Assigning Territories for more information.

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:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	CRE	All appropriate object types	language__v vcountry__v	Read
   			whatsapp__v	Edit
   consent_header__v	R	consent_header_default__v	consent_header_help_text__v consent_header_status__v country__v created_by__v created_date__v inactive_datetime__v language__v modified_by__v modified_date__v name__v object_type__v status__v	Read
   consent_type__v	R	messaging__v	channel_label__v channel_source__v consent_custom_duration__v consent_expires_in__v consent_header__v created_by__v created_date__v default_consent_type__v disclaimer_text_file__v display_order__v legacy_consent_channel__v modified_by__v modified_date__v name__v product_preference__v subscribe_keyword__v unsubscribe_keyword__v zvod_consent_default_consent_text_file__v	Read
   country__v	R	n/a	code__sys country_cda__v created_by__v created_date__v external_id__v modified_by__v modified_date__v name__v status__v	Read
   engage_link_settings__v	R	n/a	allow_sending_of_custom_presentation__v application_profile__v created_by__v created_date__v engage_link_account_selection__v engage_link_apps__v modified_by__v modified_date__v name__v security_profile__v setupownerid__v status__v	Read
   message_activity__v	R	message_activity__v vault_activity__v veeva_content_player_activity__v	activity__v activity_date__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v created_by__v created_date__v detail_group__v device_type__v downloaded_rendition__v duration__v ip_address__v key_message__v legacy_crm_id__v modified_by__v modified_date__v media_type__v name__v object_type__v page_number__v product__v reference_document__v sent_message__v session_id__v slide_number__v slide_version__v status__v user_agent__v vault_document_id__v vault_document_major_version__v vault_document_minor_version__v vault_doc_name__v vault_document_number__v vault_document_title__v vault_domain__v video_last_viewed_time__v video_length__v video_start_time__v video_total_time_spent__v view_order__v	Read
   message_template__v	R	manual_assign_content_template__v universal_content_template__v	category__v detail_group__v hidden__v language__v message_template_id__v modified_date__v message_template_status__v product__v template_type__v vault_dns__v vault_guid__v vault_last_modified_date__v whatsapp_body_placeholder__v whatsapp_body_text__v whatsapp_button_1_placeholder__v whatsapp_button_1_text__v whatsapp_button_1_type__v whatsapp_button_1_value__v whatsapp_button_2_placeholder__v whatsapp_button_2_text__v whatsapp_button_2_type__v whatsapp_button_2_value__v whatsapp_button_3_placeholder__v whatsapp_button_3_text__v whatsapp_button_3_type__v whatsapp_button_3_value__v whatsapp_footer_text__v whatsapp_header_placeholder__v whatsapp_header_text__v whatsapp_header_type__v	Read
   message_template_content__v	Edit	message_template_content__v	clm_presentation__v created_by__v created_date__v message_template__v modified_by__v modified_date__v name__v object_type__v status__v template__v	Read
   message_template_business_account__v	R	whatsapp__v	created_by__v created_date__v message_template__v messaging_business_account__v modified_by__v modified_date__v vexternal_id__v	Read
   messaging_business_account__v	R	whatsapp__v	alert_email_recipients__v connection_datetime__v connection_status__v country__v created_by__v created_date__v external_id__v modified_by__v modified_date__v name__v primary_assignee_for_new_inbound_chat__v secondary_assignee_for_new_inbound_chat__v status__v	Read
   messaging_phone_number__v	R	messaging_phone_number__v	created_by__v created_date__v data_storage_geolocation__v display_name__v external_id__v modified_by__v modified_date__v name__v number__v pin__v status__v whatsapp_business_account__v whatsapp_business_phone_number_id__v	Read
   multichannel_consent__v	CRE	messaging__v	account__v capture_datetime__v consent_header__v consent_type__v created_by__v created_date__v default_consent_text_file__v last_device__v legacy_consent_channel__v mobile_id__v modified_by__v modified_date__v object_type__v opt_expiration_date__v opt_method__v opt_type__v optout_event_type__v signature__v signature_datetime__v signature_id__v	Edit
   sent_message__v	CRE	content__v message_template__v	clicked__v click_count__v created_by__v created_date__v modified_by__v	Read
   			account__v call__v capture_datetime__v clm_presentation__v detail_group__v details__v engage_link__v key_message__v mc_capture_datetime__v message_config_values__v modified_by__v mobile_id__v name__v object_type__v ownerid__v product__v sent_from_platform__v sent_via__v shortened_engage_link__v status__v to__v transaction_type__v user__v vexternal_id__v	Edit
   user__sys	R	n/a	consent_admin__v country_code__v enable_clm_testing_feature__v whatsapp_phone_number__v	Read

6. Ensure VMOCs for the following objects are active:
   • consent_header__v
   • consent_type__v
   • message_activity__v
   • message_template__v
   • message_template_content__v
   • message_template_business_account__v
   • messaging_phone_number__v
   • messaging_business_account__v
   • multichannel_consent__v
   • sent_message__v
7. Create an Engage Connect Group for WhatsApp Business Messaging with the Communication Channel setting set to Ping. See List of Engage Connect Group Settings for more information.
8. Add the Primary User, Secondary User, and appropriate end users to the group. See Assigning Users for New Inbound Chats for more information.