Security in Engage

Veeva Engage incorporates multiple layers of security features and customizable options to ensure the integrity and confidentiality of remote meetings. Engage uses the AES 256-bit GCM encryption standard, offering increased protection against unauthorized access and tampering for meeting data in transit. For customers, these security options ensure interactions and sensitive information shared during Engage meetings are protected through host-controlled features, for example, password-protected scheduling, meeting locking, and the ability to remove uninvited attendees.

Who can use this feature?

  • CRM Desktop (Windows), iPad users
  • Users require an Engage license
  • Attendees, End Users

End Users (Meeting Hosts)

Hosts are able to add security with the following functionality:

  • Scheduling Password-Protected Meetings - When meeting hosts schedule an Engage meeting, a password is generated and attendee meeting links include the meeting password automatically
  • Locking Meeting – After all attendees join an Engage meeting, the Lock Meeting toggle blocks any new attendees from joining
    • iPad – In the More section of the Meeting Controls menu, enable the Lock Meeting toggle
  • Waiting Room – The waiting room enables hosts to keep attendees from joining the meeting until the host allows them in
  • Removing Attendees – To ensure only invited attendees are in an Engage meeting, hosts can remove attendees from their meetings
    • iPad – In the Attendees section of the Meeting Controls menu, select the attendee from the list and select Remove

    Once removed, an attendee cannot rejoin the meeting.

  • Sharing the Screen – When presenting Engage meetings, the host’s screen is only shared while displaying CLM content
  • Recording an Engage Meeting – Engage meeting does not allow meetings to be recorded

Attendees

The following ensures Engage meeting attendee security:

  • Attendee Video – When joining an Engage meeting, the attendee’s live video feed is always disabled by default.
  • Meeting Not Started Room – If attendees join an Engage meeting before the host starts the meeting, the Meeting Not Started screen displays.

Engage Security Best Practices

To facilitate a secure Engage meeting, hosts should do the following:

  • Confirm only the invited attendees are in the meeting
  • Remove any attendee who was not invited
  • Lock the meeting once all attendees join
  • Lock the meeting before displaying CLM content