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

## Managing X-Pages Visibility for Accounts

Admins can control when X-Pages content displays for specific accounts. This ensures an X-Page only displays when the data being queried is available, avoiding confusion for end users.

For example, an end user can view an X-page that queries and displays account user data from Veeva Link. Dr. Clinton Ackerman has a Veeva Link profile, while Dr. Bob Adams does not. When the end user selects Dr. Ackerman’s account record on their iPad, the tab for Veeva Link displays in the Sunrise bar. When they select Dr. Adam’s account record, the Veeva Link tab does not display.

**Who can use this feature?**

* Business Admin Users - Browser
* [Managing X-Pages Visibility for Accounts](#Managing)
* End Users - Browser, iPad
* [Using X-Pages Visibility for Accounts](#Using)
* Users do not require an additional license

### Configuring X-Pages Visibility for Accounts for

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

To configure this feature:

1. Ensure [Configuring X-Pages](../X_PagesConfig.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 |
   | --- | --- | --- | --- | --- |
   | html\_report\_\_v | CRED | All Object Types | visibility\_criteria\_\_v | Edit |
6. Navigate to **Admin > Configuration > Objects**.

   * Select **html\_report\_\_v**
   * Select **Layouts**
   * Add the **visibility\_criteria\_\_v** field to the appropriate layout. For example, to manage visibility for X-Pages content with the account\_reports\_\_v object type, add the field to the account\_reports\_\_v layout.
   * Select **Save**
7. Navigate to **Business Admin > Objects> html\_report\_\_v**.
8. Select the appropriate report.
9. Select **Edit**.
10. Populate the **visibility\_criteria\_\_v** field with a reference to any Yes/No field. Ensure the field exists on the account\_\_v object, and the object and field names are correct. If the reference is invalid, the visibility\_criteria\_\_v field is ignored.
11. Select **Save**.

    ![](../../../Resources/Images/X_Pages/account_visibility.png)

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

To configure this feature:

1. Ensure [Configuring X-Pages](../X_PagesConfig.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 |
   | --- | --- | --- | --- | --- |
   | html\_report\_\_v | R | All appropriate object types | visibility\_criteria\_\_v | Read |

### Managing X-Pages Visibility for Accounts as

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

Business admin users can manage visibility to X-Pages content displayed for the following object types:

* account\_profile\_override\_\_v
* account\_reports\_\_v
* kol\_\_v
* em\_speaker\_\_v

To manage end user visibility to X-Pages content for an account:

1. Navigate to the appropriate account.
2. Select **Edit**.
3. Select the custom checkbox to display X-Pages content on the record. Depending on how this feature was configured, the custom checkbox might display in its own section.
   ![](../../../Resources/Images/X-Pages/account_visibility2.png)
4. Select **Save**.

To hide X-Pages content for an account, deselect the custom checkbox.

### Using X-Pages Visibility for Accounts as

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

X-Pages content displays only when the data being queried is available to the end user.

### Related Topics

[Creating X-Pages Content](CreateRecord.htm)

[Integrating Veeva Link with an X-Pages Account Page](../CustomizeX_Pages/LinkAccounts.htm)