Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/KAMBusinessPortalTemplate.htm

## Using the KAM Business Portal Page

To present a clean and focused experience for Executives who need access to view Account Plan data in real time, content creators can quickly create and deploy a [Business Portal](../../X_Pages/CreateX_Pages/BusinessPortal.htm) page using X-Pages Studio that can be customized as needed. The templates are designed to create a page for users who only need access to account plan information for key accounts, for example, Executives. By using the Business Portal format, users can view the page and quickly understand the details of the account plan without navigating the full Vault CRM application.

**Who can use this feature?**

* Content Creators — Browser
* [Creating and Deploying KAM Business Portal Pages](#ContentCreators)
* KAM Users — Browser
* [Sharing a Link to the Account Plan Business Portal Page](#Viewing)
* Business Portal Users — Browser, iPad, iPhone
* [Viewing the Account Plan Business Portal Page](#ViewingBusPortalUser)
* Users do not require an additional license

### Configuring the KAM Business Portal Page for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../../X_Pages/X_PagesStudio/StudioConfigure.htm) is complete and the user has deployment permissions.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)KAM Users, Business Portal Users](#)

To configure this feature:

1. Ensure [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm) is complete.
2. Ensure [Configuring Business Portals](../../X_Pages/CreateX_Pages/BusinessPortal.htm) is complete, including granting permission to the account\_reports\_\_v and account\_plan\_\_v object types on the html\_report\_\_v object.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select the **Objects** tab.
6. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | R | All applicable object types | If only using the Account Plan template:  * id * name\_\_v If using the account template:  * office\_phone\_cda\_\_v * email\_cda\_\_v * primary\_parent\_\_v * specialty\_1\_\_v | Read |
   | address\_\_v | R | All applicable object types | * account\_\_v * city\_cda\_\_v * country\_\_v * id * name\_\_v * postal\_code\_cda\_\_v * primary\_\_v * state\_province\_\_v | Read |
   | account\_plan\_\_v | R | All | * account\_\_v * account\_plan\_status\_\_v * executive\_summary\_\_v * health\_\_v * id   name\_\_v | Read |
   | key\_stakeholder\_\_v | R | All | * account\_plan\_\_v * id * key\_stakeholder\_\_v * key\_stakeholder\_name\_\_v * role\_\_v | Read |
   | account\_team\_member\_\_v | R | All | * account\_plan\_\_v * id * role\_\_v * team\_member\_\_v * team\_member\_name\_\_v | Read |
   | plan\_tactic\_\_v | R | All | * account\_plan\_\_v * id * plan\_tactic\_status\_\_v | Read |
   | account\_tactic\_\_v | R | All | * account\_plan\_\_v * account\_tactic\_status\_\_v * id | Read |
   | action\_item\_\_v | R | All | If only using the Account Plan template:  * account\_plan\_\_v * action\_item\_status\_\_v * id If using the Account template:  * assignee\_\_v * description\_\_v * due\_date\_\_v | Read |
   | account\_territory\_\_v | R | All | * account\_\_v * id * territory\_\_v | Read |
   | user\_territory\_\_v | R | All | * id * territory\_\_v * user\_\_v | Read |
   | user\_\_sys | R | id | * email\_\_sys * mobile\_phone\_\_sys * name\_\_v * title\_\_sys * user\_type\_\_v | Read |
7. Grant Execute permission for the **Business Portals** action for the account\_\_v and account\_plan\_\_v objects for the appropriate object types.

### Creating and Deploying KAM Business Portal Pages as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

Content Creators can design and deploy KAM Business Portal pages.

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **business\_portal\_\_v** template.
4. Customize the pages if needed (for example, uploading a logo). This step is optional.
5. Remove the View Record Navigation Action from the Key Stakeholders directory display element if only the Account Plan page is used, and not the Account page.
6. Deploy the new pages using X-Pages Studio. For more information, see [Deploying Pages to Vault CRM Using X-Pages Studio](../../X_Pages/X_PagesStudio/DeployPage.htm).

### Sharing a Link to the Account Plan Business Portal Page as

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

To share a link to the Account Plan Business Portal page:

1. Select the **Business Portals** record action from an Account Plan.
2. Copy the link.

   When pasting the link into an application that supports HTML, such as an email editor, the link is formatted to display as the name of the account plan plus the name of the template.

### Viewing the Account Plan Business Portal Page as

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

Business portal users, for example executives, can select the provided link to the Business Portal page for a focused view of the most important details of the Account Plan, including the overall status of the plan.

Only licensed Vault CRM users can view Business Portal pages, even though they are not accessing the information by navigating in Vault CRM.

The following information is available by default:

* Account Name - The account name associated with the plan
* Account Plan Status - ​​In Progress, Approved, Rejected, or Pending
* Account Plan Health - Green, yellow, or red circle indicating the health of the plan
* Executive Summary - Displays the Executive Summary field value recorded on the account plan
* Strategies Status - Displays account plan strategy counts: total completed, pending, and total strategies
* Actions Status - Displays account plan action item counts: total completed, pending, and total action items
* Objectives - Displays account plan objectives counts: total completed, pending, and total objectives
* Key Stakeholders - The names and roles of key stakeholders on the account plan. Select a Key Stakeholder to view a summary of the account.
* Account Team Members - Team members on the account plan and their roles

![](../../../Resources/Images/AccountPlans/BusinessPortal/AccountPlanXPage.png)

#### Viewing Key Stakeholders

To view more information on a stakeholder, select a Key Stakeholder from the Business Portal. The account record displays, including the following information:

* Account Details, including primary parent, primary address, primary email, phone number, and specialty
* Pending action items for the account. Selecting an account plan displays the Business Portal X-Page for that plan (if configured), or displays the plan in Vault CRM.
* Users who are aligned to an account, including their title, user type, and territory

![](../../../Resources/Images/AccountPlans/BusinessPortal/AccountXPage.png)

### Related Topics

[Creating X-Pages Business Portals](../../X_Pages/CreateX_Pages/BusinessPortal.htm)

[Account Plans Overview](../ManageAcctPlans/Account_Plans.htm)