Using the Network Portal




The Network Portal provides a way for business users to access Network data through predefined or custom applications.

The Network Portal includes a predefined search application, Search Accounts, so users can find and edit HCP and HCO accounts in Veeva OpenData and your Network instance.

The Network Portal is available in all Network instances, but it is disabled by default. System Administrators and System and Data Admin users can enable the Network Portal.

Access to the Network Portal

The Network Portal is available to the following users:

  • Portal Users - A Network user type that has access to the Network Portal but no access to the Network UI.

    These users can sign-in using their Portal Username and password.

  • Network Users - Standard Users, Data Stewards, Data Managers, System Administrators, and System and Data Admin users.
    Integration Users do not have access to the Portal; they have access only to the Network API.

    These users can sign in using their regular Network username and password.

Logging into the Network Portal

You can log into the Network Portal using the following methods:

  • Login page (unique URL)

  • Network UI

  • Single sign-on (SSO)

Login page

Business users can log into the Network Portal using their Network username, a Portal Username (for non-SSO customers), or through single sign-on (SSO).

Portal Users and Network users can reset their password on the Network Portal login page. Click Forgot your password.

Network UI

When the Network Portal is enabled, Network users can access it from their Network instance if they have been granted permission to use it.

On the Network menu bar, click Network Business Portal.

Some user types can also access the Network Portal from their Home or Overview page.

  • Standard users and Data Stewards - Click the Network Business Portal link on the Home page.

  • System Administrators and System and Data Admin users - Click the Launch the Network Portal button under the Widgets and Portal heading on the Admin Overview page.

The Network Portal will open in a new browser tab.

Single sign-on (SSO)

Users can access the Network Portal using SSO through the following methods:

  • SSO dashboard (for example, a Network Portal tile on an Okta┬« Dashboard) that is optionally configured by your SSO admin

  • Bookmarked Portal SSO URL

  • Network Portal login page using the SSO button

Viewing the Network Portal

When the Network Portal opens, the default view is the Home page. This page contains all of the enabled applications that you have access to in the Network Portal.

If there is only one app available in the Network Portal, the app will be open by default. For example, when you log in, the Search Accounts application will be open.

Navigation

Use the navigation bar at the top to navigate to another application or to go to the Network Portal Home page to view all applications. The logo in the top left corner will also navigate to the Network Portal Home page.

Multiple widgets

An application can contain multiple Network widgets. Use the tabs in the left panel to switch between widgets. Each tab (widget) has its own unique URL so you can bookmark the page.

User settings

You can view your Network Portal user settings. The settings are read-only but can be helpful to Veeva Support for troubleshooting issues.

  1. In the top-right corner, expand the arrow beside your user name.

  2. Click Settings.

  3. On the General Settings tab, view your user name, language, locale, and timezone.

    SSO users can view their language and time zone.

  4. Click Country Visibility to view the countries that you have access to view records for. This is helpful to troubleshoot issues where you cannot access records from specific countries.

Log out of the Network Portal

  1. In the top-right corner, expand the arrow beside your user name.

  2. Click Logout.

Note: When Network users log out of the Network Portal, they are also logged out of the Network UI if they were signed in.

Search Accounts application

The Search Accounts application is available by default when the Network Portal is enabled. This application uses the Network Search widget. You can search for HCO and HCP accounts, edit records (if you have edit access through your data visibility profile), and create new records.

Note: There is no option to download records from Veeva OpenData. If you click Edit to make a change to a record, the record will be downloaded from OpenData.

Search for accounts

Use the widget to search for HCP and HCO accounts. Click the Health Care Organizations and Health Care Professionals tabs at the top of the application to toggle between the two search forms.

The search results display the accounts that matched the field values that you specified. You can continue to change or filter the results using the fields in the left panel.

For more information about searching for records, see Using the search widget.

Create a new account

If you cannot find an existing account that matches your search criteria, you can create a new one. On the search results page, click Create New.

When you submit the request, a confirmation message displays and includes the Network entity ID of the new account. Click Copy Task ID if you want to store your request somewhere locally for reference. Click the x icon to remove the message.

For more information about adding accounts, see Creating add requests.