Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConfiguringAE/AEConfigEndUsers.htm

## Configuring Approved Email End Users

Additional configuration is required for Approved Email end users. Approved Email is a primary channel of communication between end users and the accounts they serve. End users compose emails from approved content, select accounts as recipients, personalize the content (if enabled), and send the emails to accounts.

### Configuring Approved Email for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure Approved Email for end users:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the permission set for the appropriate user profile.
3. Navigate to **Objects**.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | R | n/a | * approved\_email\_opt\_type\_\_v * language\_\_v * restricted\_products\_\_v | Read |
   | approved\_document\_\_v | R | * email\_fragment\_\_v * email\_receipt\_\_v * email\_template\_\_v * engage\_\_v * medical\_inquiry\_template\_\_v | * allow\_any\_product\_fragment\_\_v * allowed\_document\_ids\_\_v * approved\_document\_status\_\_v * created\_by\_\_v * created\_date\_\_v * detail\_group\_\_v * document\_description\_\_v * document\_host\_url\_\_v * document\_id\_\_v * document\_last\_mod\_datetime\_\_v * email\_allows\_documents\_\_v * email\_domain\_\_v * email\_fragment\_html\_file\_\_v * email\_from\_address\_\_v * email\_from\_name\_\_v * email\_html\_file\_\_v * email\_replyto\_address\_\_v * email\_replyto\_name\_\_v * email\_subject\_\_v * email\_template\_fragment\_document\_id\_\_v * email\_template\_fragment\_html\_file\_\_v * isi\_document\_id\_\_v * language\_\_v * modified\_by\_\_v * modified\_date\_\_v * other\_document\_id\_list\_\_v * pi\_document\_id\_\_v * piece\_document\_id\_\_v * product\_\_v * status\_\_v * territory\_\_v * vault\_document\_id\_\_v * vault\_instance\_id\_\_v | Read |
   | approved\_email\_settings\_\_v | R | n/a | * add\_recipients\_\_v * approved\_email\_consent\_text\_\_v * approved\_email\_consent\_mode\_\_v * approved\_email\_domain\_\_v * approved\_email\_field\_exclusions\_\_v * approved\_email\_filter\_fields\_\_v * approved\_email\_disclaimer\_text\_\_v * multichannel\_explicit\_opt\_in\_\_v * approved\_email\_restricted\_words\_\_v * approved\_email\_test\_address\_\_v * approved\_email\_vault\_endpoints\_\_v * approved\_email\_vault\_query\_\_v * approved\_email\_count\_limit\_\_v * approved\_email\_duration\_limit\_\_v * created\_by\_\_v * created\_date\_\_v * disabled\_approved\_email\_entrypoints\_\_v * enable\_approved\_email\_receipts\_\_v * enable\_drafts\_folder\_\_v * enable\_group\_email\_\_v * global\_id\_\_sys * id * modified\_by\_\_v * modified\_date\_\_v * legacy\_crm\_id\_\_v * link\_\_sys * name\_\_v * recipient\_name\_in\_email\_header\_\_v * recipient\_specific\_fields\_\_v * security\_profile\_\_v * setupownerid\_\_v * status\_\_v * timeline\_view\_email\_link\_\_v | Read |
   | channel\_metrics\_\_v | R | n/a | * name * account\_\_v * channel\_value\_\_v * channel\_source\_\_v * external\_id\_\_v * last\_email\_error\_date\_\_v * email\_delivery\_error\_\_v * email\_activity\_\_v | Read |
   | email\_activity\_\_v | R | * email\_activity\_\_v * vault\_activity\_\_v | * event\_type\_\_v * activity\_datetime\_\_v * event\_msg\_\_v * approved\_document\_\_v * city\_\_v * click\_url\_\_v * client\_name\_\_v * client\_os\_\_v * client\_type\_\_v * country\_\_v * created\_by\_\_v * created\_date\_\_v * device\_type\_\_v * vault\_doc\_id\_\_v * vault\_doc\_name\_\_v * vault\_document\_number\_\_v * vault\_document\_title\_\_v * ip\_address\_\_v * link\_name\_\_v * modified\_by\_\_v * modified\_date\_\_v * vault\_document\_major\_version\_\_v * vault\_document\_minor\_version\_\_v * region\_\_v * sent\_email\_\_v * user\_agent\_\_v * vault\_instance\_id\_\_v | Read |
   | multichannel\_consent\_\_v | CRE | * approved\_email\_\_v | * account\_\_v * capture\_datetime\_\_v * channel\_source\_\_v * channel\_value\_\_v * detail\_group\_\_v * last\_device\_\_v * mobile\_id\_\_v * opt\_expiration\_date\_\_v * opt\_type\_\_v * product\_\_v * signature\_datetime\_\_v * signature\_id\_\_v * signature\_\_v | Edit |
   | * optout\_event\_type\_\_v * created\_by\_\_v * created\_date\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
   | sent\_email\_\_v | CRE | * account\_\_v * call\_\_v * clm\_\_v * email\_receipt\_\_v * events\_management\_\_v * medical\_event\_\_v * medical\_inquiry\_\_v | * account\_email\_\_v * account\_\_v * approved\_email\_template\_\_v * call2\_\_v * capture\_datetime\_\_v * detail\_group\_\_v * email\_config\_values\_\_v * email\_config\_values\_file\_\_v * email\_fragments\_\_v * email\_group\_id\_\_v * email\_sent\_date\_\_v * email\_source\_\_v * last\_device\_\_v * list\_unsubscribe\_header\_v * mc\_capture\_datetime\_\_v * mobile\_id\_\_v * object\_type\_\_v * ownerid\_\_v * product\_\_v * related\_transaction\_id\_\_v * sender\_email\_\_v * sent\_email\_status\_\_v * status\_\_v * subject\_\_v * territory\_\_v * user\_input\_text\_\_v * valid\_consent\_exists\_\_v | Edit |
   | * approved\_document\_views\_\_v * click\_count\_\_v * clicked\_\_v * created\_by\_\_v * created\_date\_\_v * email\_content\_file\_\_v * failure\_msg\_\_v * last\_activity\_date\_\_v * last\_click\_date\_\_v * last\_open\_date\_\_v * modified\_by\_\_v * modified\_date\_\_v * open\_count\_\_v * product\_display\_\_v | Read |
   | tsf\_\_v | R | n/a | * account\_\_v * allowed\_products\_\_v * territory\_name\_\_v | Read |
   | user\_\_sys | R | n/a | * approved\_email\_admin\_\_v | Read |
   | user\_detail\_\_v | CRE | All | * user\_\_v | Edit |
   | * created\_by\_\_v * created\_date\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
5. Grant end users Execute permission to the **Send Email** object action permission on the Account object.
6. Navigate to **Application > File Staging** in the permission set.
7. Grant end users access to **File Staging** in the Enable Access column.
8. Enable the VMOC for channel\_metrics\_\_v.
9. Ensure users have read access to the modified\_date\_\_v field on the channel\_metrics\_\_v object.
10. Navigate to **Admin > Configuration > Objects > Account > Object Types**.
11. Select the **Actions** link.
12. Select **Edit Object Type Actions** from the Actions menu.
13. Enable the **Send Email** action for the appropriate account object types.
14. Select **Save**.
15. Add the **language\_\_v** field to the approved\_document\_\_v layout.

#### Configuring Approved Email for Mobile Devices

The following process enables Approved Email for mobile devices:

1. Open the **VMobile Object Configurations** tab.
2. Ensure the following VMOCs exist. If not, create them. For information on creating VMOCs, see [Using VMobile Object Configurations](../../../Getting_Started/MobileDeviceSetup/Sync/VMOCs.htm). All VMOCs should be Active with the appropriate device:

   | Object | VMOC Details |
   | --- | --- |
   | approved\_document\_\_v | * Type - Full Sync * Where Clause - none |
   | approved\_email\_settings\_\_v | * Type - Full Sync * Where Clause - WHERE application\_profile\_\_v = @@USER\_APP\_PROFILE\_ID@@ OR (application\_profile\_\_v = null AND security\_profile\_\_v = null) |
   | channel\_metrics\_\_v | * Type - Full Sync * WHERE account\_\_v IN (SELECT id FROM account\_\_vr) |
   | multichannel\_consent\_\_v | * Type - Full Sync * Account Lookup Field - account\_\_v * Where Clause - None |
   | sent\_email\_\_v | * Type - Top Level * Where Clause - WHERE account\_\_v IN (SELECT id FROM account\_\_vr) AND created\_date\_\_v >= LAST\_DAYS:90 |
   | user\_detail\_\_v | * Type - Full Sync * Where Clause - WHERE user\_\_v = @@USER\_ID@@ |
3. Ensure users have read access to the modified\_date\_\_v field on the objects above.

Vault CRM does not support mobile device users having the File Staging API > Access Root Folder permission.

Email Templates reference images stored on public web servers. Approved Document attachments include a copy of the Email Template with embedded images. When synced, the Email Templates and images can be previewed from within Approved Email while offline ensuring that complex emails with many images render properly offline. Initial sync times may increase depending on the volume of Email Templates and embedded images.

Individual VMOC Settings contain WHERE clauses which enable users to add filters limiting the data pulled onto a mobile device during the Vault - Vault CRM integration. See [VMOCs](../../../Getting_Started/MobileDeviceSetup/Sync/VMOCs.htm) for more information.

### Related Topics

[Configuring Approved Email](../InitialConfig/ConfiguringAE.htm)

[Configuring Approved Email Admins and Integration Users](AEConfigAdmins.htm)

[Approved Email Overview](../Overview.htm)