To enable an integration user for deployment:

1. Grant the integration user the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   html_report__v	CRED	account_plan__v account_profile_override__v account_reports__v call2__v kol_profile__v territory_insights__v territory_insights_default__v territory_feedback__v service_center__v opportunity_management__v	external_id__v failure_msg__v object_recordtype__v* object_recordtype_id__v* platform__v profile__v* profile_name__v* phone__v published_date__v sharing_group__v status__v studio_id__v studio_version__v	Edit
   All Objects	R	n/a	n/a	n/a

To create a connection:

1. Ensure an Enabling an Integration User for Deployment as is configured to use this connection.
2. Ensure a test user is configured in Vault CRM. Test users are used when creating content and should have the same permissions as the target end user. Not every connection requires a test user.
3. Select the gear icon to enter Admin mode.
4. Select the Connections tab.
5. Select the New Connection button.
6. Enter the following information:
• Name - Must be unique, max 50 characters
• Connection Type - Select Sandbox or Production
• Team - Select a team (default is Global)
• Vault URL - Vault address. Do not include a trailing forward slash mark (/).
• Username - Integration user name
• Password - Integration password
7. Select Save or Save & Add a Test User. The integration user's connection is verified. If the connection cannot be verified, an error displays. Once the connection is verified, the connection is saved. If Save & Add a Test User is selected, a New Test User modal displays for the associated connection.
8. Enter the following information:
• Username - Test user’s user name
• Password - Test user’s password
9. Select Save or Save & New. The Test User's credentials are verified. If the test user’s credentials cannot be verified, an error displays. Once the test user’s credentials are verified, the test user is saved. The Testing Group is the test user's Security Profile. This field is not editable.
10. Select New Test User to add another test user.
11. Select Done.

To edit a connection’s details, including connection type, team, or integration user credentials:

1. Select the gear icon to enter Admin mode.

2. Select the Connections tab.

3. Select Edit Connection from the drop down arrow of the connection you want to edit. Connections display by connection type or team.

4. Update the connection type, team, or integration user credentials.

5. Select Done.

Studio admins can delete a connection by selecting Delete Connection from the drop down arrow of the connection they want to delete. All test users associated with that connection are also deleted.

To add a test user to a connection:

1. Select the Connections tab.
2. Select New Test User from the drop down arrow of a connection.
3. Enter the following information:
• Username - test user’s user name
• Password - test user’s password
4. Select Save or Save & New. The Test User's credentials are verified. If the test user’s credentials cannot be verified, an error displays. Once the test user’s credentials are verified, the test user is saved. The Testing Group is the test user's Security Profile. This field is not editable.

To view test users for a connection:

1. Select the Connections tab.

2. Select View Test Users from the drop down arrow of a connection.

3. Select Done.

To delete a test user for a connection:

1. Select the Connections tab.

2. Select View Test Users from the drop down arrow of a connection.

3. Select the delete icon next to the user you want to delete.

4. Select Done.