Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/Account_Plan_Sharing.htm

## Account Plan Sharing

Administrators can configure automatic sharing of account plans and related data to account team members. This ensures the appropriate users have the correct visibility to their account plans and related information.

For example, a Key Account Manager (KAM) creates a new account plan and adds an end user as an account team member with the role of sales. The user now has access to the plan and only the data relevant to their role so they can execute on the account plan.

**Who can use this feature?**

* Key Account Managers — Browser
* [Sharing Account Plans](#Sharing)
* Team Members — iPad, Windows
* [Accessing Shared Account Plans](#Accessing)
* Users do not require an additional license

### Configuring Account Plan Sharing for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)  is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant users permission to the following objects:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_team\_member\_\_v | CRED | n/a | * access\_\_v * account\_plan\_\_v * mobile\_id\_\_v * role\_\_v * team\_member\_\_v | Edit |
   | plan\_tactic\_\_v OR account\_tactic\_\_v OR action\_item\_\_v | CRED | n/a | share\_with\_\_v | Edit |
6. Grant end users permission to objects in the **account\_plan\_object\_hierarchy\_\_v** Veeva Setting. (Optional)
7. Set the **account\_plan\_sharing\_\_v** Veeva Setting to 1.

   This feature does not support profile-specific Veeva Settings. The value of the Vault-level setting applies to all users regardless of any configured profile-specific settings.
8. Ensure there is a hierarchy defined in the **account\_plan\_object\_hierarchy\_\_v** Veeva Setting.
   For guidelines on defining the hierarchy, see [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm) .

   Custom objects are not supported at the second level of the hierarchy with this feature. The second level of the hierarchy, directly beneath the account plan, must be one of the following objects:

   * plan\_tactic\_\_v
   * account\_tactic\_\_v
   * action\_item\_\_v

   Custom objects can be used after the second level of the hierarchy. Sharing is only granted to custom objects when a Vault CRM object is updated. It is recommended to use only Vault CRM objects when using this feature.
9. Select **Enable Custom Sharing Rules** and **Use action security to control sharing settings** for all objects in the account\_plan\_object\_hierarchy\_\_v Veeva Setting, including Account Plan.

   The Account Team Member and Key Stakeholder objects are publicly shared with all users by default. If this is not changed, users who have visibility to an account plan can see all account team members and key stakeholders associated with the plan. This feature does not cover sharing account team member and key stakeholder records. Organizations can use matching or custom sharing rules to make those objects private.
10. Remove Execute permission on the **Sharing Settings** action for all objects in the account\_plan\_object\_hierarchy\_\_v on all permission sets where Create, Edit, or Delete permissions are given to end users.
11. Enable View permission on the **Sharing Settings** action for all objects with lifecycles if lifecycles have been enabled on account plan hierarchy objects.
12. Select the **Enable Enhanced Sync** checkbox on the VMOCs for all objects in the **account\_plan\_object\_hierarchy\_\_v** Veeva Setting. For information on enhanced sync, see [Using Enhanced Sync](../../Getting_Started/MobileDeviceSetup/Sync/VMOCs.htm#Using).

If needed, add or update the values in the role\_\_v picklist on the account\_team\_member\_\_v object.

### Using Account Plan Sharing as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

#### Sharing Account Plans

KAM users can add users to an account plan as an account team member and control their access via the **access\_\_v** and **role\_\_v** field on the Account Team Member object.

Team members have read or write access to the account plan and account plan data according to configured permissions, sharing rules, and object hierarchy. For data related to objects after the account plan in the hierarchy, sharing is based on the share\_with\_\_v value for a given record and the sharing settings are applied to hierarchy records downward from the record.

For example, consider the following hierarchy:

account plan -> strategy -> objective -> action item

In this hierarchy, the KAM populates the share\_with\_\_v field on a strategy record with Sales, which matches the role\_\_v field on the end user's Account Team Member record. The end user now has access to the strategies shared with her role, as well as all objectives related to the strategy, and all action items related to the objectives. The user's ability to read and edit all of the records shared with her role is driven by the access\_\_v field on her Account Team Member record.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Team Members](#)

#### Accessing Shared Account Plans

Team members can access shared account plans from the Account Plans tab on their iPad.

### Related Topics

[Account Plans Overview](Account_Plans.htm)

[Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)

[Account Plan Progress](AcctPlanProgress.htm)