Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/ConfigureEngageConnectGrp.htm

## Configuring Engage Connect Groups

Functionality within Engage Connect can be enabled or disabled for groups of users depending on the assigned group.

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

To configure Engage Connect groups:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the permission set for the appropriate user profile.
3. Navigate to **Objects**.
4. Grant FLS edit permission to the following fields on the **user\_\_sys** object:
   * engage\_connect\_group\_\_v
   * engage\_connect\_group\_status\_\_v
   * engage\_connect\_group\_request\_\_v
5. Navigate to **Admin > Configuration > Tabs**.
6. Grant access to the **CRM Setup** tab collection.
7. Navigate to **Admin > Configuration > Pages**.
8. Grant access to the following Pages:
   * Engage Connect Administration
   * CRM PL3 Generic Page
9. Navigate to **Admin > Configuration > Objects > Users > Layouts**.
10. Add the following fields to the appropriate **user\_\_sys** layout:
    * engage\_connect\_group\_\_v
    * engage\_connect\_group\_status\_\_v
    * engage\_connect\_group\_request\_\_v

#### Managing Users in Engage Connect Groups

To configure managing users for Engage Connect groups, grant Edit field permission to the following fields on the user\_\_sys object:

* first\_name\_\_sys
* last\_name\_\_sys
* email\_\_sys
* country\_code\_\_v
* user\_type\_\_v

These fields are required.

The user\_\_sys records for users in Engage Connect Groups must be marked active. See [About the Vault Membership Lifecycle](https://platform.veevavault.help/en/gr/46534/#lifecycle) for more information.

![](../../../../Resources/Images/Multichannel/Engage/EngageConnect/ActiveUser.png)

### Defining Vault-Wide Default Settings

Engage Connect group settings have a Vault-wide default that applies to all licensed Engage users unless they are assigned to a specific Engage Connect group with an overriding value. Once Vault-wide settings are enabled, HCPs can view the contact information of connected users, for example, their email address or phone number.

To set Vault-wide default settings:

1. Navigate to **CRM Setup > Engage Setup > Engage Connect Administration**.
2. Navigate to the **Organization Settings** section.
3. Edit the appropriate [Engage Connect Group Settings](EngageConnectGroupSettings.htm).
4. Select **Save**.

### Managing Engage Connect Groups

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

To create an Engage Connect group and add a user to the group:

1. Navigate to **CRM Setup > Engage Setup > Engage Connect Administration**.
2. Select **Create New Group**.
3. Define the group name and all applicable [Engage Connect group settings](EngageConnectGroupSettings.htm). The group settings for new Engage Connect groups are automatically populated according to the Vault-wide default settings. Edit the auto-populated values to override the defined Vault-wide default settings for the group.
4. Select the appropriate **Brands** for the group.
5. Select **Save**.
6. Navigate to **Business Admin > Objects > Users**.
7. Select the appropriate **user\_\_sys** record.
8. Populate the **engage\_connect\_group\_request\_\_v** field with the name of the appropriate Engage Group. The engage\_connect\_group\_status\_\_v field indicates the status of the request.

   A user can only belong to one Engage Connect group. A user cannot be added to an Engage Connect group if their email address ends in .invalid.

### Related Topics

[Engage Group Management](GroupMgmt.htm)

[Group Meeting Permissions](GroupMeetingPermissions.htm)

[List of Engage Connect Group Settings](EngageConnectGroupSettings.htm)