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Copilot permissions required?

  • June 21, 2016
  • 1 reply
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chris_valentine
what permission set is used for copilot analytics? The feature expressed here (my user cannot see "analytics," it is greyed out) https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/User_Guides/02_Revie...

Best answer by chris_valentine

I found this. Clickpath for posterity: Administration -> Cockpit Configuration -> Search "Copilot Configuration" -> Find and click "Add Copilot Permission" -> Find and click "+ User(s)" -> add applicable users. Permissions are displayed in a matrix, you will want the one that is column "View Analytics", row "Outreach". 

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chris_valentine
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  • June 21, 2016
I found this. Clickpath for posterity: Administration -> Cockpit Configuration -> Search "Copilot Configuration" -> Find and click "Add Copilot Permission" -> Find and click "+ User(s)" -> add applicable users. Permissions are displayed in a matrix, you will want the one that is column "View Analytics", row "Outreach".