Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/UserAttendees.htm

## Vault CRM Users Attending an Engage Meeting

Engage hosts can invite Vault CRM user attendees to Engage meetings. When Vault CRM users, for example, managers, MSLs, or users on shared accounts, are unable to meet face to face, they can still collaborate via Engage meetings with HCPs.

**Who can use this feature?**

* Meeting Hosts - Browser, CRM Desktop (Windows), iPad
* [Invite Vault CRM user attendees to an Engage meeting](#Inviting)
* User Attendees - Browser, CRM Desktop (Windows), iPad
* [Join an Engage meeting as a Vault CRM User attendee](#Joining)
* Users require an Engage license

### Configuring Vault CRM User Attendees for Engage Meetings for

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

To enable this feature for meeting hosts:

1. Ensure [User Attendees](../../../Call_Reporting_2/ConfiguringCR.htm#Attendee) are enabled.
2. Ensure [Configuring Engage Meeting](../ConfiguringEngage/ConfigureEngageMeeting.htm) is complete.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Navigate to **Objects > Call**.
6. Grant Edit field permission to the **user\_\_v** field on the call2\_\_v object for the call\_report\_\_v object type.

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

To enable this feature for Vault CRM user attendees:

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

   | Object | OLS | Object Types | Fields | FLS |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | n/a | n/a | * call\_datetime\_\_v * remote\_meeting\_\_v * user\_\_v * veeva\_remote\_meeting\_id\_\_v | Read |
   | remote\_meeting\_\_v | R | n/a | meeting\_password\_\_v | Read |
   | vexternal\_id\_\_v | Edit |
5. Ensure users have visibility to the parent Engage call and its related records:
   * Child call for the user attendee
   * Primary account
   * remote\_meeting\_\_v record
6. Navigate to **Business Admin > Objects > Veeva Setting**s.
7. Select the appropriate **veeva\_settings\_\_v** record.
8. Ensure VMOCs for the **remote\_meeting\_\_v** object do not prohibit user attendees from syncing down Remote Meeting records they do not own. To ensure this, perform the following actions:
   * Navigate to **Business Admin > Objects > Veeva Settings**
   * Select the appropriate **veeva\_settings\_\_v** record
   * Set the **Sync Configuration Mode** Veeva Setting to 1
   * Navigate to **Business Admin > Objects > VMobile Object Configurations**
   * Create a **remote\_meeting\_\_v** VMOC with the following where clause: WHERE Id In (Select remote\_meeting\_\_v from call2\_\_v WHERE user\_\_v = @@USER\_ID@@)

### Inviting Vault CRM Users to an Engage Meeting as

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

Hosts can schedule Engage meetings and invite Vault CRM users as attendees, as well as other attendees, for example, HCPs. Vault CRM user attendees do not display in the Send Invitations modal and cannot receive Approved Email invitations. See [Scheduling and Starting an Engage Meeting](ScheduleEngageMeeting.htm) for more information.

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

The remote meeting information panel displays all invited Account Attendees and User Attendees.

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

After the host schedules an Engage meeting, the Engage meeting call displays in orange in My Schedule for Vault CRM user attendees.

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

### Joining an Engage Meeting as a Vault CRM User Attendee as

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

Vault CRM user attendees can view and join Engage meetings from My Schedule or from the Engage meeting call report.

![](../../../../Resources/Images/Multichannel/Engage/EngageeMeeting/EngageUserAttdMySched2.png)

### Considerations

* Vault CRM user attendees do not need Engage contractual licenses or to be assigned to Engage groups
* Vault CRM user attendees on the iPad must have visibility to the primary account on the parent Engage meeting call to view the call report and join the meeting
* Vault CRM user attendees on Browser must have visibility to both the primary account on the parent Engage meeting call and the related Remote Meeting record
* Vault CRM user attendees on Browser must fulfill either of the following requirements to view the call report and join the meeting:
* Have visibility to both the primary account on the parent Engage meeting call, and the related Remote Meeting record
* Be higher in the role or territory hierarchy than the host
* Meeting hosts who start the meeting from Browser must use the CRM Desktop (Windows) app to host the meeting
* Vault CRM user attendees who join the meeting on Browser must use the CRM Desktop (Windows) app
* Vault CRM user attendees cannot share their screen

### Related Topics

[Joining an Engage Meeting as an Attendee](JoinEngageMeeting.htm)

[Engage Attendance Tracking](AttdTracking.htm)

[Hosting an Engage Meeting on the iPad](HostMeetingiPad.htm)