To configure this feature:

1. Ensure the Engage app is enabled for the Vault CRM instance.
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 applicable object types	assigned_engage_portal__v assigned_engage_portal_domain__v	Edit
   customer_message__v	CRED	engage_portal__v	category__v description__v engage_portal__v engage_portal_domain__v language__v name__v text__v vexternal_id__v	Edit
   engage_portal_domain__v	CRE	None	domain__v domain_favicon__v domain_logo__v domain_secondary_theme_color__v domain_theme_color__v has_unpublished_changes__v last_successful_publish_date__v publishing_details__v publishing_end_date__v publishing_start_date__v publishing_status__v	Edit
   engage_portal__v	CRE	None	company_name__v country__v deployment_details__v deployment_status__v display_name__v enable_inbox__v engage_portal_domain__v engage_portal_status__v favicon__v has_undeployed_changes__v last_deployment_end_date__v last_deployment_start_date__v last_successful_deployment_date__v logo__v name__v privacy_policy__v secondary_theme_color__v support_email__v support_phone__v terms_of_use__v theme_color__v url_path__v	Edit

6. Select the Pages tab.
7. Grant access to the My Engage Portal Administration page.
8. Navigate to Admin > Configuration > Objects > Account > Object Types.
9. Select Edit Object Type Fields from the All Actions Menu.
10. Enable the Assigned Engage Portal (assigned_engage_portal__v) and Assigned Engage Portal Domain (assigned_engage_portal_domain__v) fields for the appropriate object types (for example, Professional).
11. Select Save.
12. Navigate to Admin > Configuration > Objects > Account > Layouts.
13. Place the assigned_engage_portal__v and assigned_engage_portal_domain__v fields on the appropriate account__v layouts.

In the My Engage Portal Administration page, business admin users can manage the settings for My Engage Portal, including the portal domain, org-wide branding information, and country-specific portals.

Managing the Portal Domain

Business admin users must define the portal domain for their company, including the domain name and general settings, and publish it every time changes are made to the general settings. This domain is used for all portals created in the same Vault CRM instance and must be unique across all Vault CRM instances.

The portal domain name cannot be edited after publishing.

To define and publish a portal domain:

1. Navigate to Admin > Configuration > Application Configurations > Channels > My Engage Portal.
2. Select Edit in the Portal Domain section.
3. Populate the Domain field with the appropriate domain name. This name is prepended to the base URL for the My Engage Portal. For example, entering Verteo as the Domain in a US-based Vault CRM instance creates the URL verteo.us.myengageportal.com. The following conditions must be met:

• The domain name must be unique across all Vault CRM instances. An error message displays if the domain name is not unique and it cannot be saved.
• The domain name only contains alphanumeric characters and single hyphens. It cannot begin or end with a hyphen.
• The maximum length is 55 characters

4. Upload a JPG, JPEG, or PNG file in the Logo field.
5. Upload an SVG, ICO, or PNG file in the Favicon field.
6. Populate the Theme Color field with a 6-character hexadecimal color code or select a color from the palette.
7. (Optional) Populate the Secondary Theme Color field with a 6-character hexadecimal color code or select a color from the palette.
8. Select Save.

To publish the portal domain with the general settings:

1. Select Publish in the Portal Domain section.
2. Review the information in the Confirm Domain and Publish modal.
3. Select Confirm.

Once the domain is published, customers must submit a support ticket in order to change or delete it.

A blue banner displays at the top of the Portal Domain section indicating publishing is in progress. The blue banner also displays a Refresh to Check Progress button, which business admins can select to refresh the page and check for a change to the publishing status.

Once the domain is published, the Last Successful Publish Date is populated and a preview of the general branding settings displays in the Portal Branding Preview section.

Managing Individual Portals

Business admin users can create and manage multiple portals under the same portal domain. Each portal is controlled by its own settings, allowing users to display different branding to different types of HCPs or different markets. The Portals section of the My Engage Portal Administration page displays a digestible overview of the status and undeployed changes for each portal.

To create a portal:

1. Navigate to Admin > Configuration > Application Configurations > Channels > My Engage Portal.
2. Select Create in the Portals list. By default, the Portal Branding Preview displays a preview of the general branding settings defined for the portal domain.
3. Populate the Name field with a unique name.
4. (Optional) Populate the Country field with one or more countries to indicate where this portal is intended for use.
5. Populate the name to display in the Website Display Name field.

• Set to WEBSITE_EXTERNAL_DISPLAY_NAME to use the translations from the corresponding Customer Message record. See Managing Translations for Portals for more details.
• Alternately, set the desired text that will be shown to all users accessing the portal regardless of their browser language.

6. Populate the URL Path field with the name of the portal. This displays in the URL after the domain name, for example, verteo.us.myengageportal.com/us-hcpsl or verteo.us.myengageportal.com/ca-hcps.
7. Populate the Company Display Name field.
8. (Optional) Populate the Override Logo, Override Favicon, Override Theme Color, and/or Override Secondary Theme Color fields to override the branding for the portal domain.
9. Populate the Support Email and Support Phone fields with the appropriate contact information.
10. Select the appropriate HTML files for the Terms of Use and Privacy Policy attachment fields. JavaScript is not supported when HCPs view the files.
11. Select Save.

In the Portal Features section, select the checkbox for each feature that should be enabled for this portal. Currently available features include the following:

• Enable Inbox - See Sending Secure Messages via Approved Email for information

Deploying Portals

Portals must be deployed every time changes are made. Portals without any portal features enabled cannot be deployed. To deploy a portal:

1. Select Deploy.
2. Review the information in the Confirm Deployment modal.
3. Select Confirm.

A blue banner indicates that the deployment is in progress. Once complete, a green banner confirms the deployment was successful and a preview of the portal-specific branding settings displays in the Portal Branding Preview section.

• To deactivate a portal, select Deactivate Portal from the All Actions menu and confirm.
• To delete a portal, select Delete Portal from the All Actions menu and confirm. Only deactivated portals can be deleted. Portals referenced by Customer Message records or assigned to accounts cannot be deleted.

Managing Translations for Portals

Business admin users can manage the translations for tab names, labels, and messages in each portal by creating or editing Customer Message records. The Vault CRM instance will contain default Customer Message records in all Vault CRM-supported languages. These can be edited directly if a translation change should be applied across all portals, or the user can create portal-specific translations that will only be applied to the defined portal.

Translations Across Portals

To edit a translation for use across all portals:

1. Navigate to Business Admin > Objects > Customer Messages.
2. Select the appropriate Customer Message record to edit. The following Customer Message records are available in each Vault CRM Supported Language, by default:

Message Name	Usage
CHANGE_PASSWORD	Profile menu option for updating password.
DONE	Common label for closing modals.
EXPIRED_MESSAGE	Error message shown when a secure message link references an email that is no longer available.
INBOX	Menu option label for displaying the Sent Emails (including secure messages) for an Account.
LOG_OUT	Profile menu option for logging out.
MESSAGE_COUNT	Subheader in the message list under the "Inbox" title showing the total number of messages.
MESSAGES_DOCUMENTS	Menu label for functionality related to messages or documents.
NEED_SUPPORT	Link label for accessing support information (email or phone).
NO_MESSAGE_SELECTED	Empty state text for the message content pane.
NO_MESSAGES	Empty state text for the message list pane.
PRIVACY_POLICY	Link label for opening the privacy policy document.
TERMS_OF_USE	Link label for opening the terms of use document.
VIEW_SENDER_DETAILS	Link label for opening the sender's detailed contact information.
WEBSITE_EXTERNAL_DISPLAY_NAME	Display Name of the portal, displayed in the header and browser tab.

3. Ensure the Customer Message Type is Engage Portal.
4. Populate the Text field with the appropriate translation.
5. Ensure the Status is set to Active.
6. Select Save.

Business admin users must re-publish the domain for the updated Customer Message records to be displayed on any portals.

Translations for Individual Portals

To create an override translation for use on an individual portal only:

1. Navigate to Business Admin > Objects > Customer Messages.
2. Make a copy of the desired Customer Message record.
3. Ensure the Customer Message Type is Engage Portal.
4. Populate the Text field with the appropriate translation.
5. Populate the Engage Portal Domain and Engage Portal fields appropriately.
6. Ensure the Status is set to Active.
7. Select Save.

Business admin users must deploy the appropriate portal for the updated Customer Message records to be displayed on that portal.

Assigning Portals to Accounts

Business admin users can assign portals to accounts to determine which portal as HCP can access. To assign a portal to an account:

1. Navigate to Business Admin > Objects > Accounts.
2. Select the appropriate account.
3. Select Edit.
4. Populate the Assigned Engage Portal Domain field.
5. Populate the Assigned Engage Portal field with the appropriate portal.

When the HCP associated with this account logs into the portal, the branding settings for the assigned portal display.

When HCPs access the link to a portal, the Log In page displays. Select the Log In with VeevaID button to register or log in with an existing account. After logging in, the portal displays.

The navigation menu of the portal can include the following sections and links, depending on features enabled in the portal's settings:

• Sections:
• Messages & Documents - Displays when the Inbox (Secure Messaging) feature is enabled. Contains the tab for Inbox.
• Links:
• Need Support? - Displays when a support email and/or phone number are populated
• Privacy Policy - Displays when a privacy policy HTML file is selected.
• Terms of Use - Displays when a terms of use HTML file is selected.

When an HCP selects the link to view Privacy Policy or Terms of Use files, any JavaScript included in the HTML is blocked.