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Access Denied When Opening a Presentation from CRM Approved Email

  • Updated

Overview:

A Health Care Provider (HCP) receives an Access Denied error when trying to open an Engage for Portals presentation from an Approved Email.

Screen_Shot_2019-03-07_at_13.24.33.png

 

Root Cause:

The Engage_Document_Id_vod__c field on the related Approved_Document_vod__c object record is not populated.  Or, the record is incorrectly populated.

Solution:

To correct the problem, do the following:

  1. Be sure that the Approved Email integration user has read and edit access to Approved_Document_vod__c.Engage_Document_Id_vod__c. 
  2. Check that the field mapping in the Approved Email Administration console is up-to-date.

If access is missing, do the following:

  1. Provide Edit Field Level Security (FLS) to the integration user.
  2. Clear the cache.
  3. Refresh the field mapping in the Approved Email Administration console under Vault Login Credential Management.
  4. Run the CRM-Vault integration by clicking on Incremental Refresh or Force Full Refresh.

Related Documentation:

CRM Help Documentation: Uploading Content via CLM Vault Integration

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