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steve_davis
Gainsight Employee ⭐️⭐️
August 9, 2016

Permissions for JO, Survey, Vault, Dashboards

  • August 9, 2016
  • 10 replies
  • 74 views
Customer would like the ability to be able to assign permissions for modules of GS by either the profile level (in SFDC) or by permission sets assigned in GS (standard, admin, etc.). 

I don't think this is possible at this time. 

    10 replies

    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    August 11, 2016
    I love this idea since I myself have been thinking about this direction. One point of clarification, does the need end with just the module level permissions or is there a need to also support more granular permissions like analyzing or distributing a survey via permission sets?
    steve_davis
    Gainsight Employee ⭐️⭐️
    August 11, 2016
    Sidhu, I emailed Tom directly (customer requesting this) and provided him a link. I will let him put his input. 

    Personally, The more flexibility we have in applying permission sets in GS would be helpful. 
    tom_dalbo
    Contributor ⭐️⭐️
    August 11, 2016

    Actually, I think my original request was about Vault, JO, and Playbooks - not Surveys.  I must have either made a typo with my original support ticket, or Steve did when creating this feature request.  

    steve_davis
    Gainsight Employee ⭐️⭐️
    August 11, 2016
    Tom, Sidhu  isn't asking about the different modules (survey, vault, copilot, etc.) he is just asking about the different ways you'd like to see an admin be able to apply a permissions set. (i.e. Only via the permission set, by SFDC profile, OR by individual user). What are the different options you'd like to see here. 
    steve_davis
    Gainsight Employee ⭐️⭐️
    August 11, 2016
    Also, with most of our features we offer Module Level Permissions AND individual permissions. (i.e. module level = can edit all playbooks individual level = can only update play books that meet X criteria) Is there any requests for changes to this approach as well?
    steve_davis
    Gainsight Employee ⭐️⭐️
    August 11, 2016
    Sidhu, 

    Another thing I would like to see here would be the ability to assign multiple permissions from JUST the user level on one screen, for example:

    Name            Copilot     Vault    Playbook   Survey 
    John Doe          Y             Y            N               Y 
    Jane Doe          N             N            N               Y

    Does this make sense?
    tom_dalbo
    Contributor ⭐️⭐️
    August 11, 2016
    I think it would be really nice to say "All users with Gainsight Standard permissions can view Copilot", or "Only users with Gainsight Admin permissions can view Copilot, Vault, and Playbook. 

    like this:

    Permission Role Copilot Vault Playbook Survey Copilot Admin ...etc
    Gainsight Limited N N N N N
    Gainsight Standard Y N Y N N
    Gainsight Admin Y Y Y Y Y
    tom_dalbo
    Contributor ⭐️⭐️
    August 11, 2016
    My tables got squished.  The "Copilot Admin ...etc" is supposed to all be on that first line
    steve_davis
    Gainsight Employee ⭐️⭐️
    August 11, 2016
    I understand 🙂 makes sense. 
    andrea_weisz_171687
    Contributor ⭐️⭐️⭐️
    October 28, 2017
    I want to give a Director permission to Edit Dashboards, I don't see that option in Dashboard Permissions, only view. How do I do that?