To configure this feature:

1. Ensure Configuring Account Plans and Stakeholder Navigator are complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   child_account__v	R	None	primary__v	Read
   key_stakeholder__v (optional)	R	All applicable object types	account_plan__v key_stakeholder__v	Read

6. Grant View access to the Stakeholder Navigator object action on the account_plan__v object.
7. Navigate to Admin > Configuration > Objects > account_plan__v > Object Types > Actions.
8. Enable the stakeholder_navigator__v action on appropriate account_plan__v object types.
9. Enable iPad users to access Stakeholder Navigator from Account Plans:
   • Navigate to Business Admin > Objects > Veeva Settings
   • Ensure the Stakeholder Navigator Account Plan Types Veeva Setting is populated with STAKEHOLDER_NAVIGATOR_ACCT_PLAN_TYPES;;STAKEHOLDER_NAVIGATOR
   • Populate the kam_enable__v Veeva Setting with 1
   • Navigate to the Veeva Messages object
   • Populate the STAKEHOLDER_NAVIGATOR_ACCT_PLAN_TYPES;;STAKEHOLDER_NAVIGATOR Veeva Message with the appropriate Account Plan object types in a semi-colon delimited list. For example: account_plan__v

To view Stakeholder Navigator from an account plan:

1. Navigate to an account plan.
2. Select All Actions > Stakeholder Navigator.

Stakeholder Navigator displays with the account from the plan as the root account. Accounts that are key stakeholders are displayed with blue borders when the user has access to the key_stakeholder__v object. This allows KAMs to more easily identify key stakeholders when viewing the hierarchy in Stakeholder Navigator.

To view all key stakeholders, even if they do not match applied filters, select the Always Show Key Stakeholders filter. This option is only available from the Account Plans entry point.