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

## X-Pages on Account Plans

Key Account Managers and account team members can access multiple X-Pages from dedicated tabs within an Account Plan. Each X-Pages visualization occupies a separate tab, ensuring team members can easily access visualizations when relevant for their planning.

**Who can use this feature?**

* Content Creators - Browser
* [Creating Account Plan X-Pages from Templates](#Creator)
* Key Account Managers, Team Members - Browser, iPad, Windows
* [Using X-Pages on Account Plans](#KAM)
* Users do not require an additional license

### Configuring X-Pages on Account Plans for

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

To configure this feature:

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | html\_report\_\_v | R | * account\_plan\_default\_\_v * account\_plan\_\_v | All fields | Read |
6. Navigate to **Admin > Configuration > Objects > account\_plan\_\_v**.
7. Select **Layouts**.
8. Place the **X-Pages (myinsights\_account\_plan\_section\_\_c)** section on the appropriate layouts.

### Creating Account Plan X-Pages from Templates as

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

Content Creators can design and deploy multiple Account Plan X-Pages to deliver tailored account insights.

For instructions on deploying an Account Plan X-Page, or for information on using the out-of-the-box X-Pages Studio template for Account Plans, see [Using the Account Plan X-Pages Studio Template](AccountPlanXPagesTemplate.htm).

### Using X-Pages on Account Plans as

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

Key Account Managers (KAMs) and team members can view multiple X-Pages from a single account plan as they evaluate account strategies.

Browser
iPad
Windows

To navigate between multiple account plan X-Pages:

1. Navigate to the target account plan.
2. Expand the **X-Pages** section.

   The sorted X-Pages display inside the section. The first account\_plan\_default\_\_v content displays first. Subsequent account\_plan\_\_v and additional account\_plan\_default\_\_v content displays next in alphabetical order by name.
3. Select the desired tab to load a specific X-Page.

To navigate between multiple account plan X-Pages:

1. Navigate to the target account plan.

   The first account\_plan\_default\_\_v page displays as a tab before the details tab. Additional account\_plan\_default\_\_v and account\_plan\_\_v pages display after the details tab from left to right in alphabetical order. Users can scroll horizontally if the number of tabs exceeds the available screen width.
2. Select the desired tab to load a specific X-Page.

To navigate between multiple account plan X-Pages:

1. Navigate to the target account plan.

   The first account\_plan\_default\_\_v page displays as a tab before the details tab. Additional account\_plan\_default\_\_v and account\_plan\_\_v pages display after the details tab from left to right in alphabetical order. Users can scroll horizontally if the number of tabs exceeds the available screen width.
2. Select the desired tab to load a specific X-Page.

### Related Topics

[Using the Account Plan X-Pages Studio Template](AccountPlanXPagesTemplate.htm)

[Using the KAM Business Portal Page](KAMBusinessPortalTemplate.htm)

[Creating X-Pages Using X-Pages Studio](../../X_Pages/X_PagesStudio/CreatePage.htm)