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alex_legay
alex_legay
Helper ⭐️⭐️⭐️
August 3, 2016

Customer Tab View Permissions

  • August 3, 2016
  • 3 replies
  • 56 views
I think it would be very beneficial to have permissions on UI views in the customers tab.

For example, a CSM can only see the UI views they have permission to but management can see all CSM views.

    3 replies

    manu_mittal
    Gainsight Employee ⭐️
    manu_mittal
    Gainsight Employee ⭐️
    August 3, 2016
    Hi Alex,

    Could we consider replacing UI views with dashboards, and then combine that with dashboard permissions? There are some gaps of course, but I made a few posts on how to recreate here.

    Thanks,
    Manu
    alex_legay
    alex_legayAuthor
    Helper ⭐️⭐️⭐️
    August 4, 2016
    Manu,

    It would probably work for a company with a few CSMs but in the case I was working, the customer had around 30 CSMs so that would be a lot of work. If we could somehow add permissions to UI views on the customers tab it would be much easier to set up in the filters with a lot less work.

    Thanks,
    Alex
    manu_mittal
    Gainsight Employee ⭐️
    manu_mittal
    Gainsight Employee ⭐️
    August 4, 2016
    Hi Alex,

    Just so I understand fully: Where do you think additional effort is required, given that reports also support current user filtering? I do acknowledge that we'd have to create additional summary widgets and add to layouts. Anything else I'm missing?

    Thanks,
    Manu
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