Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/AccountHierarchy.htm

## Managing Account Hierarchies

Account hierarchies enable users to view, understand, and manage account relationships within an organization’s structure. Account hierarchies display all types of business accounts (IDNs, hospitals, clinics, etc.) and the HCPs associated with those accounts in a chart-like, visual format.

When a user is assigned to a new practice, they can understand the department structure of practice, as well as who works there.

**Who can use this feature?**

* End Users — Browser, iPad, Windows
* [Using Account Hierarchies](#Using)
* [Displaying the Number of Child Accounts in Account Hierarchy](#Displaying)
* [Primary Address in Account Hierarchy](#Primary)
* [Territories in Account Hierarchy](#Territories)
* [Platform Specific Details](#Platform)
* Users do not require an additional license

### Configuring Accounts Hierarchies for

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

To configure this feature:

1. Ensure [Configuring Accounts](../AcctConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the applicable permission set.
4. Grant View access to the **View Hierarchy** page on the Account object.
5. Grant Execute access to the **View Hierarchy** object action permission on the Account object.
6. Navigate to **Admin > Configuration > Objects > Account > Object Types**.
7. Grant access to the **View Hierarchy** object type action for the applicable Account object types.

#### Optional Configuration

To enable a badge displaying the number of child accounts for each account, grant users edit field permission to the **parent\_affiliation\_count\_\_v** and **child\_affiliation\_count\_\_v** fields on the child\_account\_\_v object.

The parent\_affiliation\_count\_\_v and child\_affiliation\_count\_\_v fields are delivered unpopulated. They automatically populate as users view hierarchy records, therefore, edit permission is recommended.

Different types of accounts can be color coded in the hierarchy for easy identification. Color can also be used to indicate other account attributes, for example, object type, for quick identification.

To configure color coding for accounts on the account hierarchy, modify the formula in the **color\_\_v** field on the account\_\_v object to indicate the color of an account attribute and ensure users have Read access to the field. Valid color values are specified in the color\_\_v field on the call2\_\_v object.

The example formula shown below sets non-person accounts to green and all other accounts to clear.

If(Not(ispersonaccount\_\_v), 'green\_\_v', 'clear')

Do not add the color\_\_v field to a layout. The field cannot be directly translated.

### Using Account Hierarchies as

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

Select View Hierarchy on the Account Detail screen to view the account hierarchy. The hierarchy displays on a separate page and shows all immediate parents and children of the selected account (one level up and one level down). Selecting a related account makes that account the parent account. The view then displays the new related accounts.

#### Displaying the Number of Child Accounts in Account Hierarchy

To help users quickly identify the largest account in a hierarchy, admins can enable a badge displaying the number of child accounts for each account.

![](../../../Resources/Images/Accounts/Managing/AcctHierarchy-ChildAcctBadge.jpg)

#### Primary Address in Account Hierarchy

When searching child accounts from the Members section of the Account Detail page, the primary address displays next to each account. This helps users differentiate between accounts based on the address.

![](../../../Resources/Images/Accounts/Managing/PrimaryAddressChildAcct.jpg)

It is expected that customers data load both the child\_account\_\_v objects and the value for the primary\_parent\_\_v field on the Account object so associations are visible in the hierarchy.

#### Territories in Account Hierarchy

Accounts outside the users’ territory display in the account hierarchy on mobile devices only.

Selecting the Add to Territory action starts one of two processes depending on configuration:

* [Add to territory with network configured](#NetworkConfigured)
* [Add to territory without network](#NoNetwork)

##### Add to Territory with Network Configured

Accounts are assigned to a territory based on the following configurations if [Network](../../Integration/Network_Integration/Introduction_and_Background.htm) is configured:

| network\_naw\_assign\_all\_terr\_\_v  Network Setting | enable\_user\_assigned\_territory\_\_v  Veeva Setting | Territories assigned to Account |
| --- | --- | --- |
| false | false | All previous territories and first directly assigned territory (alpha-sort) |
| true | false | All previous territories and all of the user's directly assigned territories |
| true or false | true | All previous territories, and territories (direct and indirect) selected by the user from the Territory Selector dialog  100 territories maximum per user and per account |

##### Add to Territory without Network

The Global Account Search process for adding out-of-territory accounts is used if Network is not configured. For more information, see [Adding an Account from Outside a User’s Territory](GlobalAccountSearch.htm#AddOOT).

#### Platform Specific Details

##### Account Hierarchy Scheduling in CRM for iPad

To view the account hierarchy from My Schedule in CRM for iPad, select the hierarchy button for an account. In order for the hierarchy button to display, users must have at least read object permission for the child\_account\_\_v object, and the business account must have at least one child account.

![](../../../Resources/Images/Accounts/Managing/AcctHierarchy-Scheduleing-1.png)

When a user selects the hierarchy button, only direct children of the account display in a list format. If a child account has its own child accounts, the hierarchy button displays in the child account row so the user can view those accounts.

![](../../../Resources/Images/Accounts/Managing/AcctHierarchy-Scheduling-2.png)

##### Account Hierarchy - CRM for iPad

To view the account hierarchy, select the View Hierarchy tab from the account details screen. An account must have at least one child account to display the hierarchy tab. Only direct children of the account display in the account hierarchy.

![](../../../Resources/Images/Accounts/Managing/AcctHierarchy-iPad-1.jpg)

For child accounts with their own child accounts, a hierarchy highlight displays on the account icon. Selecting the account refocuses the hierarchy around the child account, and displays that account’s children. For example, selecting a specific practice from a hospital hierarchy displays the practice’s child accounts.

![](../../../Resources/Images/Accounts/Managing/AcctHierarchy-iPad-2.jpg)

To search for child accounts, enter a search term in the search box in the top center of the screen. Search results display and refresh dynamically as you type.

To perform actions on a parent or child account, select the All Actions button in the account box. The following options are available:

* View Account – Closes the account hierarchy window and opens the Account Detail screen for the selected account
* Record a Call – Creates a new call report for the selected account
* Launch Media – Creates a new call report for the selected account and brings the user directly into the media player

![](../../../Resources/Images/Accounts/Managing/AccountHierarchy1_s.png)

### Related Topics

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

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