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

## Using the X-Pages Top Level Entry Point

Content developers can create custom, top-level tabs in Vault CRM using X-Pages to support business processes that are not tied to a specific record or territory. Customers can use these tabs to include their own content, for example, AI tools, business intelligence reports, or inventory monitoring reviews in the primary navigation bar for end users to easily access.

**Who can use this feature?**

* Content Developers - Browser
* [Using X-Pages Top Level Entry Point](#Using)
* End Users - Browser, iPad, iPhone, Windows
* [Using X-Pages Top Level Entry Point](#Using)
* Users do not require an additional license

### Configuring X-Pages Top Level Entry Point for

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

To configure this feature:

1. Ensure [X-Pages](../X_PagesConfig.htm) is configured and deployment permissions are granted.
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 | CRE | top\_level\_\_v | All | Edit |
6. Grant Execute permission to the **publish\_\_v** action on the html\_report\_\_v object.

Once the content developer creates the appropriate HTML record and provides the appropriate External ID, configure the appropriate tabs.

For tabs displaying on mobile devices:

1. Navigate to **Business Admin > Objects > Veeva Messages**.
2. Select **TAB\_NAV\_DISPLAY**.
3. Select **Edit**.
4. Add a custom tab name for the X-Page in the **Text** field, in the appropriate position, using the following syntax:

* X-Page(<icon\_name>):<External ID>, for example, X-Page(Custom1):NewReport
* Valid icon names are Custom1, Custom2, and Custom3 and each is represented by a unique icon
* Ensure the list items are delimited by double semicolons (;;)

5. Select **Save**.

For tabs displaying on Browser:

1. Navigate to **Admin > Configuration > Tabs**.
   * Select **Edit** from the All Actions menu for one of the following tabs:
   * Top Level X-Page 1
   * Top Level X-Page 2
   * Top Level X-Page 3

* Select **Active** from the Status drop-down menu
* Edit the tab name. This step is optional
* Select **Save**
* Repeat this step for each tab as needed

2. Navigate to **Business Admin > Objects > Veeva Settings**.
   * Select **Edit**
   * Select the desired records for one or more of the Top Level X-Page drop-down lists:
   * Top Level X-Page 1
   * Top Level X-Page 2
   * Top Level X-Page 3
   * Select **Save**

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

To configure this feature:

1. Ensure [X-Pages](../X_PagesConfig.htm) is configured.
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 | top\_level\_\_v | All | Read |
   | veeva\_settings\_\_v | R | n/a | * top\_level\_xpage\_1\_\_v * top\_level\_xpage\_2\_\_v * top\_level\_xpage\_3\_\_v | Read |

### Using X-Pages Top Level Entry Point as

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

Create the appropriate HTML records. Provide the X-Page External ID to the Vault CRM admin. The X-Page External ID must be added to the tab display configuration to enable the custom tab.

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

Users can access custom business tools and pages directly from the primary navigation bar of Vault CRM by selecting the appropriate custom X-Page tab.

To return to the custom business tool or page after navigating to a specific record, for example, viewing an Account, select the Back button.

### Related Topics

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

[Managing X-Pages Visibility for Accounts](ManageVisibilityRecord.htm)

[Setting the Content Target Platform for X-Pages](SetTargetPlatform.htm)