Configure CS-Based Role Assignment
This article helps admins assign existing Gainsight CC roles automatically, based on conditions matched against Gainsight CS data.Overview How Rules Are Evaluated Create a Role Assignment Rule Build The Condition Select An Action Overview CS-Based Role Assignment lets admins assign an existing Gainsight CC role to members automatically, based on conditions matched against Gainsight CS data, instead of assigning roles manually as CS records change.Each rule pairs a condition built from CS data with an action that determines how the role is applied. This only assigns and unassigns roles; it never creates, renames, or deletes them.LimitationsSupported field types in rule conditions: Text, Number, Date, Date & Time, True/False, Email, Currency, and Percentage. Unsupported field types in rule conditions: Picklist, Multi-Select Dropdown List, Rich Text Area, URL, Lookup, Who Id, and What Id, including these types on the Person, Company, and Company Person objects. Supported role types i
