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

## Managing Key Stakeholders

Key stakeholders are external stakeholders important to the progression of an account plan. These stakeholders can include HCPs, hospital or health system administrators, committee members, or anyone who influences the relationship with the account on the account plan. Key Account Manager (KAM) users can add key stakeholders to an account plan manually or select key stakeholders from existing affiliations in the Sphere of Influence or Account Hierarchy.

**Who can use this feature?**

* KAM Users — Browser
* [Managing Key Stakeholders](#Managing)
* [Adding Key Stakeholders](#Adding)
* [Adding Key Stakeholders from the Account Hierarchy](#AddingHierarchy)
* [Adding Key Stakeholders from Sphere of Influence](#AddingSOI)
* [Removing Key Stakeholders](#Removing)
* [Editing Key Stakeholder Information](#Editing)
* Users do not require an additional license

### Configuring Key Stakeholder Management for

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

To configure this feature:

1. Ensure the following features are configured:
   * [Configuring Accounts](../../Accounts/AcctConfig.htm)
   * [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)
2. Add the **key\_stakeholders\_section\_\_v** object control and remove the **Key Stakeholders** related object section on the appropriate layouts on the account\_plan\_\_v object.

   The columns displayed in the Key Stakeholders section are driven by the fields on the Key Stakeholders object that have Display in default lists and hovercards selected.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | affiliation\_\_v | R | all | * to\_account\_name\_\_v * to\_account\_record\_type\_\_v * from\_account\_\_v * to\_account\_\_v | Read |
   | child\_account\_\_v  Only needed for Account Hierarchy functionality. | R | all | * child\_account\_\_v * parent\_account\_\_v | Read |
   | key\_stakeholder\_\_v | CRED | all  At least Read permission to the base\_\_v object type is required. | * account\_plan\_\_v * key\_stakeholder\_\_v * key\_stakeholder\_name\_\_v * object\_type\_\_v * role\_\_v (optional) * stakeholder\_owner\_\_v (optional) * stakeholder\_owner\_name\_\_v (optional) | Edit |
6. Grant view access to the **key\_stakeholder\_section\_\_v** object control on the account\_plan\_\_v object.
7. Grant access to the **view\_hierarchy\_page\_\_v**.

### Managing Key Stakeholders as

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

Users can manage key stakeholders from the Key Stakeholders section on the account plan. The following buttons display:

* Create New Stakeholder
* Create From Hierarchy – allows users to add a Key Stakeholder from the account hierarchy
* Create From Sphere of Influence – allows users to add a Key Stakeholder from affiliations in the Sphere of Influence

![](../../../Resources/Images/AccountPlans/manage-stakeholders-create.png)

#### Adding New Key Stakeholders

To add a new key stakeholder:

1. Select the **Create** button in the Key Stakeholders section of the account plan.
2. Select **Create New Stakeholder** from the drop-down menu.
3. Enter stakeholder information in the applicable fields in the New Key Stakeholder screen.
4. Select **Save**.

#### Adding Key Stakeholders from the Account Hierarchy

To add a key stakeholder from the account hierarchy:

1. Select the **Create** button in the Key Stakeholders section of the account plan.
2. Select **Create From Hierarchy** from the drop-down menu. The Create From Hierarchy screen displays and lists all selected key stakeholders, even if they are not included in the hierarchy.
3. Select the **Plus** button next to an account in the account hierarchy on the Create From Hierarchy screen.
   The Create Key Stakeholder modal displays.

   ![](../../../Resources/Images/AccountPlans/manage-stakeholders-create-from-hierarchy.png)
4. Enter the stakeholder information in the fields on the dialog.
5. Select **Save**. The selected account is added to the Selected Key Stakeholders table.

#### Adding Key Stakeholders from Sphere of Influence

To add a key stakeholder from affiliations in Sphere of Influence:

1. Select the **Create** button in the Key Stakeholders section of the account plan.
2. Select **Create From Sphere of Influence** from the drop-down menu. The Create From Sphere of Influence screen displays and lists all selected key stakeholders, even if they are not included in the Sphere of Influence.

   ![](../../../Resources/Images/AccountPlans/manage-stakeholders-create-from-soi.png)
3. Select the **Plus** button next to an account in the Sphere of Influence on the Create From Sphere of Influence screen. The Create Key Stakeholder dialog displays.

   The Role field defaults to the role value on the affiliation.
4. Enter information in the Create Key Stakeholder dialog.
5. Select **Save**.
   The selected account is added to the Selected Key Stakeholders table.

#### Removing Key Stakeholders

To remove a key stakeholder:

1. Select the **Delete** action in the list of stakeholders in the Key Stakeholders section of the account plan.
2. Select **Remove** in the Remove Key Stakeholder dialog.

Users can also delete selected key stakeholders on the Create From Hierarchy or Create From Sphere of Influence screens by selecting the Delete icon next to a stakeholder in the Selected Key Stakeholders table or on the account card.

![](../../../Resources/Images/AccountPlans/stakeholder-delete-from-hierarchy.png)

#### Editing Key Stakeholder Information

To edit information for selected key stakeholders:

1. Select the **Edit** action for a key stakeholder in the Key Stakeholders section of the account plan, or select the **Edit** icon in the Selected Key Stakeholders table in the Create From Hierarchy or Create From Sphere of Influence screens.

   ![](../../../Resources/Images/AccountPlans/manage-stakeholders-edit-from-table.png)
2. Update the key stakeholder information in the Edit Key Stakeholder dialog.
3. Select **Save**.

### Related Topics

[Account Hierarchy Overlay](AccountHierarchyOverlay.htm)

[Sphere of Influence](../../Accounts/ManagingAccountInfo/Sphere_of_Influence.htm)

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