Configuring X-Pages Studio
X-Pages Studio is a web application tool that allows X-Pages users to create interactive and custom pages for end users while adhering to company standards and branding without needing to write code, making content creation more accessible and adaptable.
Studio Admins can restrict user access to features and content in X-Pages Studio depending on their assigned Team and Permission Group. Each user is assigned a unique username and password, specific to X-Pages Studio, that enables them to create, update, and deploy pages, depending on their assigned permissions.
X-Pages Studio is supported on the following browsers:
- Chrome
- Firefox
- Safari
- Edge
- Safari
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Studio Admins, Content Creators
Accessing X-Pages Studio as
All Users
To access and use X-Pages Studio, customers must submit a support ticket requesting a Studio domain for Vault CRM and a Studio admin user. The ticket must include an email address and a unique Studio username for each requested Studio admin user. Customers can request up to five Studio admin users. Studio Admin users are sent an email with instructions on how to reset their temporary password and log in to X-Pages Studio.
Studio Admins are only associated to the Global team. They are granted Deploy to All Connections and Use Production Test Users permissions.
Configuring X-Pages Studio for
Studio Admins
To configure X-Pages Studio for studio admins:
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Ensure Configuring X-Pages is complete.
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Ensure teams are created, if using teams. Only the Global team is initially provided.
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Create a connection between X-Pages Studio and Vault CRM and add it to a team, if using teams.
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Create additional users and grant users the appropriate X-Pages Studio user permissions, including permission to deploy content if appropriate.
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Ensure users have the appropriate object and object type permissions for the page types they need to use. The following table maps available page types to their corresponding object type:
Page Type
Object Type
Account
- account_reports__v
- account_profile_override__v
- kol_profile__v
Account Plan
account_plan__v
Call Report
call2__v
Opportunity Management
opportunity_management__v
Service Center
service_center__v
Territory
- territory_insights__v
- territory_insights_default__v
Territory Feedback
territory_feedback__v
Using child accounts (location based targeting) is not supported.
-
Ensure deploy configuration is complete for users who deploy content.
Using X-Pages Studio as
All Users
Users can create X-Pages content for several page types used in Vault CRM. A page type is a group of entry points. Each page type corresponds to one or more object types for the html_report__v object. Users select the page type to be used when they create a page and the corresponding object type when they deploy content.
To log into X-Pages Studio, open https://x-pages.veeva-vcrm.com/ in any supported browser.
