Account Hierarchy Overlay
The Account Hierarchy Overlay feature has been superseded by Stakeholder Navigator, and Veeva encourages the use of Stakeholder Navigator for viewing account relationships. Admins should only configure one of these visualization tools for users.
Team members can use the Account Hierarchy Overlay to quickly prepare for calls and ensure their actions during those calls meet the goals of the plan.
Who can use this feature?
- KAM Users — Browser
- Using the Account Plan Hierarchy Overlay
- Users do not require an additional license
Configuring the Account Plan Hierarchy Overlay for
KAM Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate Permission Set.
- Select the Objects tab.
- Grant users at least Read permission to the account_plan__v and child_account__v objects.
- Grant users execute permission on the view_hierarchy__v object action on the account__v and account_plan__v objects.
- Navigate to the Pages tab.
- Grant users View permission to the View Hierarchy page.
- Navigate to Admin > Configuration > Objects.
- Set the account_hierarchy_page__v Veeva Setting to a value of 1 for the account plans overlay.
- Add the view_hierarchy__v object action to the appropriate account and account plan object types.
Using the Account Plan Hierarchy Overlay as
KAM Users
The Hierarchy displays a visual representation of the relationships within the account and details for account plan stakeholders.
Selecting an account in the hierarchy makes that account the root of the hierarchy.
When an account in the hierarchy has associated objectives for the selected plan, the objectives display in the account card. A key stakeholder icon displays if the account is a key stakeholder on the account plan.
Users can view similar information for other account plans associated with the root account by selecting a plan from the Account Plan dropdown menu.
