Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/AssociateAEBusinessAcct.htm

## Associating Business Accounts to Approved Emails

End users can associate Approved Emails to a business account, providing a clear link between the recipients and the associated business account for auditing purposes. Additionally, associating Approved Emails to business accounts enables sent emails to respect Restricted and Allowed Products associated with a certain location, enabling compliance in certain markets.

**Who can use this feature?**

* End Users — Browser, iPad, iPhone, Windows
* [Selecting an Associated Business Account](#Selecting)
* [Enabling Business Account Product Restrictions](#Enabling)
* Users require an Approved Email license

### Configuring Associating Business Accounts to Approved Emails for

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

To configure this feature:

1. Ensure [Configuring Approved Email](../InitialConfig/ConfiguringAE.htm) is complete.
2. Grant Edit permission to the **parent\_email\_\_v** field on the sent\_email\_\_v object.
3. Add the **parent\_email\_\_v**  field to the sent\_email\_\_v page layouts for the appropriate object types.
4. Enter the appropriate value for the **Enable Group Email** Approved Email setting:

   * 1 – Enables associating business accounts to Approved Emails without product restrictions
   * 2 – Enables associating business accounts to Approved Emails with product restrictions. This overrides the individual product restrictions of the recipients with the product restrictions of the selected business account.

   Setting the Enable Group Email Approved Email setting to 0 disables associating business accounts to approved emails.
5. Enter a value of 1 for the **Additional Recipients** Approved Email Setting.

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

To configure this feature:

1. Ensure [Configuring Approved Email](../InitialConfig/ConfiguringAE.htm) is complete.
2. Grant Edit field permission to the **parent\_email\_\_v** field on the sent\_email\_\_v object.

### Selecting an Associated Business Account as

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

To associate an Approved Email to a business account:

1. Select **Add Organization** from the Recipients tab of the composed email.

   ![](../../../../Resources/Images/Multichannel/ApprovedEmail/Sending/AEAssociateBusiness.png)
2. Use the lookup field to select the business account associated with the recipients.

Approved Emails do not send to business accounts.

### Enabling Business Account Product Restrictions as

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

Depending on local regulations, customers may need to prevent communication of promotional items to non-prescribers. For HCPs associated with multiple business accounts, each with different product restrictions, end users can select the appropriate business account for each HCP to associate Approved Emails.

If a composed email includes information restricted by the business account, the following error message displays when the end user tries to send the Approved Email:

```
<Company> is restricted from <Product>
```

### Related Topics

[Composing Approved Emails](ComposingAEs.htm)

[Approved Email Entry Points](EntryPointsAE.htm)