Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/DigitalBusinessCards.htm

## Using Digital Business Cards

The digital business card (DBC) is a profile for Vault CRM users to share with their HCPs giving them easy and convenient access to a Vault CRM user’s contact information. HCPs can view a user's digital business card on the web or in the Engage apps. Admins and Vault CRM users can manage the digital business card information available to HCPs from Vault CRM.

A fully configured digital business card can display the CRM user’s photo, name, role, title, contact information, brands the user carries, and display the company color. Admins and users can manage digital business card information from Vault CRM to ensure the information is always up to date.

![](../../../../Resources/Images/25R3 UVCs/25R3.0/DBCWebAfter.png)

**Who can use this feature?**

* Admin Users - Browser
* [Manage digital business card information](#ManagingAdmin)
* End Users - iPad, iPhone
* [Manage digital business card information](#Managing)
* [Preview digital business cards](#PreviewDBC)
* HCPs - iPad, iPhone
* [View digital business cards](#viewDBC)
* Users require an Engage license

### Configuring Digital Business Cards for

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

To configure this feature:

1. Ensure the **country\_code\_\_v** field is populated on the user\_\_sys record. This grants access to the Engage Connect Administration tab.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | user\_\_sys | CRE | n/a | * country\_\_v * email\_\_sys * first\_name\_\_sys * last\_name\_\_sys * mobile\_phone\_\_sys * title\_\_sys * user\_type\_\_v | Edit |
   | country\_code\_\_v | Read |
   | user\_detail\_\_v | CRE | n/a | * digital\_business\_card\_country\_\_v * digital\_business\_card\_email\_\_v * digital\_business\_card\_first\_name\_\_v * digital\_business\_card\_last\_name\_\_v * digital\_business\_card\_role\_\_v | Read |
   | * digital\_business\_card\_display\_name\_\_v * digital\_business\_card\_phone\_\_v * photo\_file\_\_v * photo\_crop\_properties\_\_v * approved\_email\_photo\_url\_\_v * digital\_business\_card\_photo\_url\_\_v * digital\_business\_card\_title\_\_v * user\_\_v * object\_type\_\_v | Edit |
5. Navigate to **CRM Setup > Engage Setup**.
6. Select the **Engage Connect Administration** tab.
7. Populate the **User Profile Company Name** field. Optionally, populate the Primary Color and Secondary Color fields using the appropriate hexadecimal color codes without the # sign, for example, 000000 or ffffff.
8. Select **Save**.

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

To configure this feature:

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | user\_\_sys | CRE | n/a | * country\_code\_\_v * email\_\_sys * first\_name\_\_sys * last\_name\_\_sys * mobile\_phone\_\_sys * title\_\_sys * user\_type\_\_v | Read |
   | user\_detail\_\_v | CRE | n/a | * digital\_business\_card\_country\_\_v * digital\_business\_card\_email\_\_v * digital\_business\_card\_first\_name\_\_v * digital\_business\_card\_last\_name\_\_v * digital\_business\_card\_role\_\_v * modified\_date\_\_v | Read |
   | * digital\_business\_card\_display\_name\_\_v * digital\_business\_card\_phone\_\_v * photo\_file\_\_v * photo\_crop\_properties\_\_v * approved\_email\_photo\_url\_\_v * digital\_business\_card\_photo\_url\_\_v Do not place the digital\_business\_card\_photo\_url\_\_v field on the layout. * digital\_business\_card\_title\_\_v * mobile\_id\_\_v * user\_\_v * object\_type\_\_v | Edit  To prevent users from editing these fields in their CRM profile, grant Read permission. |
4. Navigate to the **Application** tab on the permission set.
5. Select **Edit**.
6. Grant access to **File Staging**.
7. Select **Save**.
8. Navigate to **Admin > Configuration > Objects > User Detail > Layouts**.
9. Select the appropriate **user\_detail\_\_v** layout.
10. Add the following fields to the **user\_detail\_\_v** layout:
    * digital\_business\_card\_display\_name\_\_v
    * digital\_business\_card\_phone\_\_v
    * digital\_business\_card\_title\_\_v
11. Navigate to **Business Admin > Objects > Users**.
12. Ensure the **country\_code\_\_v** field on each user\_\_sys record for end users is populated.
13. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
14. Enable a **Full Sync VMOC** for the user\_detail\_\_v object for the appropriate platforms. This ensures any updates made online by an admin are synced to the end user's device.

### Managing Digital Business Card Information as

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

The minimum configuration of the digital business card displays a basic profile including the user's name, role, and title.

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

Admins can configure digital business cards to include customer branding and the end user's contact information.

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

The following table describes the various elements of the digital business card admins can edit on the Browser platform, including the source of the data and how to manage each element:

| Element | Source | Additional Details | Required? |
| --- | --- | --- | --- |
| Background Color | Primary Color and Secondary Color fields in the Engage Connect Administration tab | * Displays as a left-to-right gradient from Secondary Color to Primary Color * If the end user belongs to an Engage Connect Group, the group-level Primary Color and Secondary Color fields are used * If unpopulated, the Digital Business Card uses a navy blue gradient color by default | No |
| Display Name | digital\_business\_card\_display\_name\_\_v field on the end user’s user\_detail\_\_v record | * If unpopulated, the DBC uses the digital\_business\_card\_first\_name\_\_v and digital\_business\_card\_last\_name\_\_v fields from the end user’s user\_detail\_\_v record * The digital\_business\_card\_first\_name\_\_v and digital\_business\_card\_last\_name\_\_v fields are automatically populated from the values of the first\_name\_\_sys and last\_name\_\_sys fields on the end user’s user\_\_sys record, respectively | No |
| Role | digital\_business\_card\_role\_\_v field on the end user’s user\_detail\_\_v record | * Automatically populated from the value of the user\_type\_\_v field on the end user’s user\_\_sys record. To update the role for an end user, an admin must update the user\_type\_\_v field. * Possible values include: * Sales * Medical * Key Account Manager * Operations and Admin | Yes |
| Title | digital\_business\_card\_title\_\_v field on the end user’s user\_detail\_\_v record | When the user\_detail\_\_v record is created by an end user who has Edit field permission to the digital\_business\_card\_title\_\_v field, it is automatically populated with the value of the title\_\_sys field on the end user’s user\_\_sys record. | No |
| Company Name | User Profile Company Name in the Engage Connect Administration tab | If the end user belongs to an Engage Connect Group, the group-level field is used. | No |
| Phone | digital\_business\_card\_phone\_\_v on the end user’s user\_detail\_\_v record | n/a | No |
| Email | digital\_business\_card\_email\_\_v on the end user’s user\_detail\_\_v record | Automatically populated from the value of the email\_\_sys field on the end user’s user\_\_sys record. To update this value for an end user, an admin must update the email\_\_sys field. | Yes |
| Chat/Ping button | User Communication Channel field in the Engage Connect Administration tab | If the end user belongs to an Engage Connect Group, the group-level field is used. See [List of Engage Connect Group Settings](../ConfiguringEngage/EngageConnectGroupSettings.htm) for more information. | No |
| Schedule/Schedule Meeting button | Enable HCP-Initiated Meeting Requests field in the Engage Connect Administration tab | If the end user belongs to an Engage Connect Group, the group-level field is used. See [Appointment Booking for HCPs](../eHCP/ApptBooking.htm) for more information. | No |
| Save/Save Contact button | n/a | Allows HCPs to save the end user's DBC as a contact on their device. | Yes |
| Share/Share Contact button | n/a | Allows HCPs to share the end user's DBC with colleagues. | Yes |
| Medications section | Brands field in the Engage Connect Administration tab for Engage Connect Groups | Brands can only be assigned at the Engage Connect Group level. See [Creating the Company Configuration File](../ConfiguringEngage/CompanyConfigFile.htm) for more information. | No |

Admin users can only update the following fields for a user from the user\_\_sys record:

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

These fields on the user\_\_sys object always override the corresponding fields on the user\_detail\_\_v object. Admin users cannot edit the corresponding user\_detail\_\_v fields, but they can report on them to analyze information about their Engage chat users.

| user\_\_sys Field | Corresponding user\_detail\_\_v Field |
| --- | --- |
| country\_\_v | digital\_business\_card\_country\_\_v |
| email\_\_sys | digital\_business\_card\_email\_\_v |
| first\_name\_\_sys | digital\_business\_card\_first\_name\_\_v |
| last\_name\_\_sys | digital\_business\_card\_last\_name\_\_v |
| user\_type\_\_v | digital\_business\_card\_role\_\_v |

To update the digital business card for an individual user:

1. Navigate to the **user\_\_sys** or **user\_detail\_\_v** record for the user.
2. Edit the appropriate fields. For user\_detail\_\_v records, API names for fields related to digital business cards start with digital\_business\_card\_, for example, digital\_business\_card\_display\_name\_\_v.
3. Select **Save**.

Admin users can data load the user\_\_sys and user\_detail\_\_v records to update digital business cards for a group of users.

To ensure digital business cards display correctly to HCPs, admins can test digital business cards in a sandbox Vault. See [Testing Veeva Engage in Sandboxes](../eHCP/TestEngageinSbx.htm) for more information.

### Managing Digital Business Card Information as

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

The following table describes the various elements of the digital business card end users can edit on the iPad and iPhone platforms, including the source of the data and how to manage each element:

| Element | Source | Additional Details | Required? |
| --- | --- | --- | --- |
| Profile Photo | digital\_business\_card\_photo\_url\_\_v field on the end user’s user\_detail\_\_v record | If unpopulated, the DBC displays an avatar with the first initial of the end user's last name. | No |
| Display Name | digital\_business\_card\_display\_name\_\_v field on the end user’s user\_detail\_\_v record | * If unpopulated, the DBC uses the digital\_business\_card\_first\_name\_\_v and digital\_business\_card\_last\_name\_\_v fields from the end user’s user\_detail\_\_v record * The digital\_business\_card\_first\_name\_\_v and digital\_business\_card\_last\_name\_\_v fields are automatically populated from the values of the first\_name\_\_sys and last\_name\_\_sys fields on the end user’s user\_\_sys record, respectively | No |
| Title | digital\_business\_card\_title\_\_v field on the end user’s user\_detail\_\_v record | When the user\_detail\_\_v record is created by an end user who has Edit field permission to the digital\_business\_card\_title\_\_v field, it is automatically populated with the value of the title\_\_sys field on the end user’s user\_\_sys record. | No |
| Phone | digital\_business\_card\_phone\_\_v on the end user’s user\_detail\_\_v record | n/a | No |

To update user profile information:

1. Navigate to **My Profile** in Vault CRM.

   ![](../../../../Resources/Images/Multichannel/Engage/EngageTab/AfterProfile.png)
2. Select **Edit**.
3. Populate the appropriate digital business card fields. Depending on configuration, end users can edit one or more of the following fields:
   * digital\_business\_card\_display\_name\_\_v
   * digital\_business\_card\_phone\_\_v
   * digital\_business\_card\_title\_\_v
4. 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](../../ApprovedEmail/CreatingContent/PersonalizingUserProfile.htm), if configured, and the Digital Business Card photo.

   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

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

   The digital\_business\_card\_photo\_url\_\_v on the user\_detail\_\_v record is automatically updated.
5. Select **Save**.

End users can share their digital business cards with HCPs by sending Engage connection invites from various entry points in Vault CRM. See [Sending Engage Connection Invites to HCPs](SendConnectionInvite.htm) for more information.

### Previewing Digital Business Cards as

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

End users can preview their digital business card in a view-only mode from the My Profile tab. The preview displays the user’s digital business card as it displays to HCPs who are not signed into Engage. Previews are not tracked as views to the digital business card.

End users can navigate directly to the My Profile tab by selecting their profile icon in the top right corner of the Chats tab or from the Options tab.

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

Select Preview Digital Business Card to preview the digital business card in the embedded browser.

Customers can give users access to their connection invite links by exporting them using the company configuration file. Users can then add their connection invite link to their email footer or create a QR Code® to print out and distribute. See [Creating the Company Configuration File](../ConfiguringEngage/CompanyConfigFile.htm) and [Sending Engage Connection Invites to HCPs](SendConnectionInvite.htm) for more information.

### Viewing Digital Business Cards as

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

HCPs can view digital business cards for Vault CRM users by selecting the Vault CRM user's connection invite link or scanning a QR Code®, whether or not they are signed into Engage. The digital business card includes the CRM user's profile information and available contact methods.

![](../../../../Resources/Images/25R3 UVCs/25R3.0/DBCWebAfter.png)

If an HCP is already signed into Engage and selects a Vault CRM user’s connection invite link, they automatically connect to the user, and the user’s digital business card displays.

HCPs who are not signed into Engage can perform the following actions from the digital business card:

* Select the mobile number to make a phone call, if a phone number is available for the CRM user
* Select the email address to compose an email
* Select Save (mobile) or Save Contact (desktop) to save the CRM user’s contact information to their device’s address book
* Select regulatory links to view brand information in the browser

When the HCP is not signed into Engage, their views and interactions with digital business cards are tracked as anonymous activity in the [Rep Profile Activity Report](ECReports.htm#RepProfActivity).

HCPs must sign into Engage to perform the following actions:

Performing any of these actions from the digital business card automatically connects the HCP to the Vault CRM user after the HCP finishes signing up or signing in.

* Select Chat or Ping to send messages. See [Using the Chat Tab](../eHCP/HCPChatTab.htm) for more information.
* Select Schedule (mobile) or Schedule Meeting (desktop) to request a meeting. See [Appointment Booking for HCPs](../eHCP/ApptBooking.htm) for more information.
* Select Sign Up to Connect to create an Engage account or to sign into an existing Engage account. See [Signing Up for Engage](../eHCP/HCPSignUp.htm) for more information.
* Select a brand to view the brand profile

HCPs can share the link to a CRM user’s digital business card with other HCPs. See [Sharing Digital Business Cards](../eHCP/ShareDBC.htm) for more information.

### Related Topics

[Using Engage Chat in CRM](EngageTab.htm)

[Sending Engage Connection Invites to HCPs](SendConnectionInvite.htm)

[Sharing Digital Business Cards from the Home Page](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/ShareDBCComponent.htm)