Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/ChildAcctConfig.htm

## Configuring Child Accounts

In this topic you can find information on child accounts components as well as all of the configuration steps you need to use child accounts.

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Components](#)

#### Child Accounts Objects

**Child Account Details**

* child\_account\_\_v – The initial object for creating a child account record that associates a parent account with a child account. Use of this object is not limited to Vaults using the [Child Accounts business model](ChildAcctsInVaultCRM.htm). This object is also used to support the account hierarchy / parent account functionality.

**Child Account Territory Management**

* childaccount\_tsf\_\_v – This object is used to display location- and account-specific territory fields on child account records

### Configuring Child Accounts for

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All Users](#)

To configure this feature:

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | child\_account\_\_v | CRED | n/a | * alternate\_name\_\_v * best\_times\_\_v * child\_account\_\_v * child\_account\_identifier\_\_v * child\_account\_search\_lastfirst\_\_v * child\_affiliation\_count\_\_v * child\_furigana\_\_v * child\_name\_\_v * child\_record\_type\_\_v * copy\_address\_\_v * customer\_master\_status\_\_v * external\_id\_\_v * external\_key\_\_v * formatted\_name\_furigana\_\_v * hierarchy\_type\_\_v * location\_identifier\_\_v * mobile\_id\_\_v * network\_primary\_\_v * parent\_account\_\_v * parent\_account\_identifier\_\_v * parent\_affiliation\_count\_\_v * parent\_child\_formatted\_name\_\_v * parent\_child\_furigana\_\_v * parent\_child\_name\_\_v * parent\_furigana\_\_v * parent\_name\_\_v * parent\_record\_type\_\_v * primary\_\_v | Read |
   | childaccount\_tsf\_\_v | RE | n/a | * child\_account\_\_v * external\_id\_\_v * my\_target\_\_v * territory\_\_v | Edit |
   | veeva\_settings\_\_v | R | n/a | enable\_child\_account\_\_v | Read |
6. Navigate to **Admin > Configuration > Objects > child\_account\_\_v**.
7. Place the desired **child\_account\_\_v** fields on the appropriate layouts.
8. Place the **childaccount\_tsf\_\_v** field control on the appropriate child\_account\_\_v layouts in a single column in its own section, if using Territory Fields.
9. Navigate to **Business Admin > Objects > Veeva Settings**.
10. Ensure the **Enable Child Account** Veeva Setting is enabled.

#### Modifying Account Name Formatting for Business-to-Business Child Accounts

A child account may be used for a business-to-business relationship, for example when a clinic is part of a larger health system. If the child\_name format is the desired display for business-to-business child accounts, change the formula for the parent\_child\_name\_\_v field on the child\_account\_\_v object to the following:

If (child\_account\_\_v\_\_r.ispersonaccount, parent\_account\_\_vr.name\_\_v + " " + child\_account\_\_vr.last\_name\_cda\_\_v + " " + child\_account\_\_vr.first\_name\_cda\_\_v, child\_account\_\_vr.name\_\_v)

The default value of the formula is as follows:

If (child\_account\_\_vr.ispersonaccount\_\_v, parent\_account\_\_vr.name\_\_v & " " & child\_account\_\_vr.last\_name\_cda\_\_v & " " & child\_account\_\_vr.first\_name\_cda\_\_v, parent\_account\_\_vr.name\_\_v & " " & child\_account\_\_vr.name\_\_v)

A database refresh may be required for users to view new values based on the updated formula.

#### Custom Object Types

Admins must configure data\_source\_\_v field for all custom object types. For more information, see [Record Data Sources for Account, Child Account, and Address](../ManagingAccountInfo/RecordDataSource.htm).

### Related Topics

[Accounts Overview](../AcctOverview.htm)

[My Accounts Overview](../MyAccounts/MyAccountsOverview.htm)

[Child Accounts in Vault CRM](ChildAcctsInVaultCRM.htm)