Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/BusinessPortal.htm

## Creating X-Pages Business Portals

X-Pages Business Portals provide a unique way to display and share Vault CRM data. Desired content is rendered as a standalone web page, providing a simplified, custom experience that completely bypasses the standard Vault CRM user interface. This is ideal for stakeholders who need specific data insights but do not sign into Vault CRM on a regular basis. Once a content creator deploys a page, it is accessed via a direct, shareable link that functions as an independent website.

X-Pages Business Portals streamline how strategic information is shared, providing several key benefits:

* Increases Efficiency - Users can quickly share a direct link to a specific portal view, replacing the manual effort of preparing and sending the information
* Customizable - Customers can create a wide range of customized pages using X-Pages Studio or custom code
* Provides Real-Time Data - Business portal users can access live information by simply selecting a bookmarked link, eliminating the need for static and quickly outdated exports or screenshots
* Simplified User Experience - The portal provides a straightforward, clean, view-only experience

This feature is designed for two primary user groups:

* Business Portal Users - Leaders, for example executives, who need to monitor the status of strategic accounts in real-time but do not sign into Vault CRM on a regular basis
* Vault CRM Users - They prepare, preview, and share portal links with Business Portal users.

**Who can use this feature?**

* Business Admins - Browser
* [Previewing a Business Portal and Copying a Shareable Link](#Previewi)
* Business Portal Users - Browser, iPad, iPhone
* [Viewing a Business Portal X-Page](#Viewing)
* Content Creators - Browser
* [Creating a Business Portal](#Creating)
* [Deploying Business Portals](#Deployin)
* End Users - Browser
* [Previewing a Business Portal and Copying a Shareable Link](#Previewi)
* Users do not require an additional license

### Configuring Business Portals for

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

To configure this feature, ensure [Configuring X-Pages Studio](../X_PagesStudio/StudioConfigure.htm) is complete.

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

To configure this feature:

1. Ensure [Configuring Account Plans](../../AccountPlanning/Config/ConfiguringAccountPlans.htm) is complete, if using the Account Plan page type.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | html\_report\_\_v | R | * account\_profile\_override\_\_v * account\_reports\_\_v * kol\_profile\_\_v * account\_plan\_\_v * territory\_insights\_default\_\_v * territory\_insights\_\_v | * name\_\_v * object\_type\_\_v * platform\_\_v | Read |
6. Grant Read permission to any objects queried by the X-Page. See [Using the KAM Business Portal Page Template](../../AccountPlanning/UsingAcctPlans/KAMBusinessPortalTemplate.htm) for an example of required permissions.
7. Do one of the following:

* Grant Execute permission for the **business\_portals\_\_v** action for the account\_\_v or account\_plan\_\_v objects for the appropriate object types if you want users to view an account or account plan business portal page
* Grant Execute permission for the **business\_portal\_link\_\_v** action for the html\_report\_\_v object for the territory\_insights\_\_v or territory\_insights\_default\_\_v object types if you want users to view a territory-level business portal page (not related to an account or account plan)

8. Navigate to **Admin > Configuration > Objects**.
9. Add the **business\_portals\_\_v** record action to appropriate account\_plan\_\_v, account\_\_v, and html\_report\_\_v object types.

### Creating a Business Portal as

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

Business Portal X-Pages can be created for the following page types and object types:

| Page Type | Object Type |
| --- | --- |
| Account | * account\_reports\_\_v * account\_profile\_override\_\_v * kol\_profile\_\_v |
| Account Plan | account\_plan\_\_v |
| Territory | * territory\_insights\_\_v * territory\_insights\_default\_\_v |

For a full list of page types and object types available to use in X-Pages Studio see [Configuring X-Pages Studio](../X_PagesStudio/StudioConfigure.htm).

X-Pages for Business Portals can:

* Use inline edit functions, including createRecord and updateRecord, to write data to a page
* Use all deep linking methods, including the [viewRecord](../X_PagesStudio/DefineLayout.htm#ViewRecord) and [viewSection](../X_PagesStudio/DefineLayout.htm#ViewSection) methods, to navigate to another page in Vault CRM

### Deploying Business Portals as

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

To deploy an X-Page and make it available as a Business Portal:

1. Follow the steps for [Deploying Pages to Vault CRM Using X-Pages Studio](../X_PagesStudio/DeployPage.htm).
2. Select **business\_portal\_\_v** from the Platform drop-down list.
3. Select **Deploy**.

### Previewing a Business Portal and Copying a Shareable Link as

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

Users can preview Business Portals and copy a shareable link for the HTML Report record to share with others to view the Business Portal.

To preview a Business Portal page:

1. Navigate to the appropriate record.
2. Select the **All Actions** menu.
3. Select **Business Portals**.
4. Select the name of an available Business Portal to display it in a new browser tab.
5. Close the tab when you are done viewing it.

To copy a Business Portal link for sharing with others:

1. Navigate to the appropriate record.
2. Select the **All Actions** menu.
3. Select **Business Portals**.
4. Select **Copy Link** for the appropriate Business Portal. The Business Portal link is copied to your clipboard.
5. Select **Close**.
6. Share the link using any available method, for example, chat, email, or as an embedded link in a shared document.

### Viewing a Business Portal X-Page as

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

When a Business Portal user navigates to a Business Portal link, the X-Page content displays without the standard Vault CRM header and navigation.

If the Business Portal user is not signed into Vault CRM, a prompt displays before being redirected to the Business Portal page.

If the [View Record or View Section](../X_PagesStudio/DeployPage.htm#ViewRecord) navigation actions were used when creating the Business Portal page to link to another page in Vault CRM, the Business Portal user remains in the Business Portal if the link goes to an X-Page that can be viewed in the Business Portal. Otherwise, they are redirected to a standard Vault CRM page.

### Related Topics

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

[X-Pages Studio Introduction Flightpath](https://vaultcrmflightpath.veeva.com/doc/Content/X-Pages/Studio_Overview/1-Intro.htm)

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