Displaying Child Accounts for an Account Hierarchy
Account hierarchies provide a visual representation of associated accounts. For organizations recording interactions and account information against child accounts instead of person accounts, users can view child accounts in the Account Hierarchy.
The Account Hierarchy action is available for all Vaults.
When a user visits a hospital and wants to see all of the child accounts to identify which HCPs to visit, they can select the View Hierarchy action to view the associated child accounts.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Child Account Display for an Account Hierarchy for
All Users
To enable this feature:
- Ensure Configuring Accounts is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object Object Permission Object Type Fields Field Permission child_account__v
n/a
n/a
- parent_child_name__v
- is_person_account__v
Read
- Navigate to Business Admin > Objects > Veeva Settings.
- Ensure the enable_child_account__v Veeva Setting check box is selected.
The Account Plan Hierarchy Overlay for Account Plan Details is not supported for Child Account Hierarchies.
Using Child Accounts Display for Account Hierarchy as
End Users
All child accounts (business-to-business and business-to-person) display with the parent account name listed before the child account name.
