Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/PersonalizingUserProfile.htm

## Personalizing User Profiles

End users can personalize the emails they send with information about themselves, including user profile photos. The user profile information is customizable and admins can create custom fields to suit each customer's needs without impacting the user\_\_sys object. Content admins can reference the user profile information in email templates and fragments using tokens, ensuring the appropriate user profile information displays for each sent Approved Email.

**Who can use this feature?**

* Content Creation Users — Browser
* [Adding User Profile Information to Approved Email Content](#Adding)
* Business Admin Users — Browser
* [Editing a User Profile](#Editing)
* End Users — iPad, iPhone
* [Editing a User Profile](#Editing)
* Users require an Approved Email license

### Configuring the User Profile for

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

To configure this feature:

1. Ensure [Configuring Approved Email](../InitialConfig/ConfiguringAE.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. Grant end users Edit permission to all appropriate fields on the **user\_detail\_\_v** object.
6. Ensure end users have Edit permission to the following fields on the **user\_detail\_\_v** object to allow them to edit profile photos:
   * photo\_file\_\_v
   * photo\_crop\_properties\_\_v
   * approved\_email\_photo\_url\_\_v
   * digital\_business\_card\_photo\_url\_\_v
7. Navigate to the **Application** tab on the permission set.
8. Select **Edit**.
9. Grant access to **File Staging**.
10. Select **Save**.
11. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
12. Activate the appropriate **VMOC** for the user\_detail\_\_v object.

#### Optional Configuration

1. Create custom fields on the **user\_detail\_\_v** object. These fields should be one of the supported data types of the [merge token](ConfigTokens.htm#mergeToken) so they can be added to Approved Email content.
2. Grant end users Edit permission to those custom fields on the **user\_detail\_\_v** object.

### Adding User Profile Information to Approved Email Content as

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

To add user profile information to Approved Email content, insert the following tokens:

* [{{userPhoto}}](ConfigTokens.htm#userPhoto) – Inserts a photo of the end user
* [{{user\_detail\_\_v.FieldAPIName}}](ConfigTokens.htm#mergeToken) – Uses the standard {{ObjectName.FieldName}} format to reference any supported Veeva or custom user\_detail\_\_v field

Admins should ensure only one User Detail record exists for each user. If there are multiple records for a user, Vault CRM uses the first record returned to find the value for the referenced field.

### Editing a User Profile as

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

Business admin users can data load user photos, or upload them manually from a User Details record on the Browser platform.

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

End users on the iPad and iPhone platforms can view and edit their user profile on any enabled mobile device:

1. Sign into the **Vault CRM** app.
2. Navigate to the **Options** menu.
3. Select the **My Profile** tab.

   ![](../../../../Resources/Images/Multichannel/ApprovedEmail/Using/ManageEmail1_s.PNG)
4. Select **Edit**.
5. Populate the appropriate fields.
6. Select the **Edit** button on the profile photo to update the photo.

   The selected photo is used for both the Approved Email user profile photo and the [Digital Business Card photo](../../Engage/Connect/DigitalBusinessCards.htm), if configured.

   The following options are available:

   * Edit Photo - Opens the existing user photo in the cropping tool
   * Take a Photo - Launches the camera app. If the Vault CRM app does not have access to the camera, a prompt displays for users to grant Vault CRM access to it.
   * Choose from Library – Launches the photo library. If the Vault CRM app does not have access to the photo library, a prompt displays for users to grant Vault CRM access to it. Photos must be in PNG or JPG format.
   * Remove
     Photo – This option only displays when there is an existing photo

   The approved\_email\_photo\_url\_\_v on the user\_detail\_\_v record is automatically updated.

   ![](../../../../Resources/Images/Multichannel/Engage/DBCEditPhoto.png)
7. Select **Save**.

   The photo saved in approved\_email\_photo\_url\_\_v is scaled down to under 120x160 pixels. This photo displays in a circle in Vault CRM but does not display as a circle in sent emails.

### Related Topics

[Approved Email Configuration Tokens](ConfigTokens.htm)

[Using Digital Business Cards](../../Engage/Connect/DigitalBusinessCards.htm)