Skip to main content

Customer Tab View Permissions

  • August 3, 2016
  • 3 replies
  • 27 views
alex_legay
Forum|alt.badge.img+7
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.
kiersti_felska
alex_legay
ian_bennett

3 replies

manu_mittal
Forum|alt.badge.img+3
  • 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
Forum|alt.badge.img+7
  • alex_legay
  • Author
  • 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
Forum|alt.badge.img+3
  • 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
Terms & ConditionsCookie settingsAccessibility statement