Signing Up for Engage
HCPs can communicate with CRM users via one of the Engage apps:
- Veeva Engage Web Client – The following browsers are supported:
- Edge Chromium
- Chrome
- Firefox
- Safari
- Veeva Engage Android app in Google Play – Device must use Android 8.0 or higher
- Veeva Engage iOS app in Apple App Store – Device must use iOS 12.4 or higher
To use Engage to connect and chat with CRM users, HCPs need to sign up for the Engage app.
Engage accounts are not required to join an Engage meeting.
Who can use this feature?
- Android, iPad, iPhone, Web users
- Users do not require an additional license
- HCPs
Signing Up for Engage as
HCPs
HCPs sign up for an Engage account with their email address and follow the process of verification.
When an HCP signs into the Engage Android or iOS app for the first time, a modal displays to enable Push Notifications for the app. Veeva recommends that all Engage users enable push notifications so they can be informed whenever they receive a new chat message or meeting invite. Notifications can be enabled or disabled later via the notification settings on their device.
In addition to push notifications on the Engage iOS or Android app, HCPs can set up notification emails to inform them about received chat messages they may have missed. This is particularly helpful for HCPs who use Engage on their web browser. See Managing Notifications for more information.
Additionally, the Getting Started widget displays on the homepage, enabling them to immediately create an office or send an invitation to coworkers.
After signing in, HCPs have access to the following tabs:
- Home
- Chat
- Connections
- Meetings
- Me – Available on iOS and Android apps. HCPs on Web can access the same functionality from My Profile under the username dropdown.
