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tom_wix
tom_wix
Contributor ⭐️⭐️⭐️⭐️⭐️
August 14, 2015

Scorecards in the SFDC Account Widget - read only ?

  • August 14, 2015
  • 6 replies
  • 43 views
So is the Scorecard really Read-Only for the Read Only users?



Desire is to show the Scorecard data in the widget to Sales people,
but we dont want them updating the Score data nor the comments in the
scores.... So the only way around that would be just not to show the
Scorecard tab (kinda stinks) or tell them not to change the Scores....

Anyone else have this business case ?

      6 replies

      sidhu
      Gainsight Employee ⭐️
      sidhu
      Gainsight Employee ⭐️
      August 19, 2015
      A read only Account widget is a very popular request. Currently we do not have this but when we add these capabilities, you will be able to share a view only scorecard tab (in the widget) with specific salesforce users.
      jd_griffis
      jd_griffis
      Contributor ⭐️⭐️⭐️⭐️
      August 19, 2015
      Just to clarify; users with View licenses that see the Gainsight widget on the account page can edit the data? Somehow never realized that if true; and that is definitely not a good or desired thing. Would kind of defeat the idea of a "View only" license.
      tom_wix
      tom_wixAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 19, 2015
      JD - from what I can see - yes.   We will warn/train our Sales and other Services staff about the edits and when its ok to edit.   But, trust will play a big factor.   Actually, we view the engagement from other departments and other users encouraging so that we continue to drive a 360/ complete update of the customer.   BUT there are some pieces Id rather, was expecting, be view only.
      juhi_bulchandani
      juhi_bulchandani
      Contributor ⭐️⭐️
      January 26, 2017
      I see this enhancement very useful to provide cross functional
      visibility without providing access to update anything in Gainsight.

      matthew_weinreb_adccf1
      matthew_weinreb_adccf1
      Contributor ⭐️⭐️⭐️⭐️
      February 8, 2017
      This needs need to happen before this can be a useful feature within our Org
      tara
      tara
      Contributor ⭐️⭐️
      February 8, 2017
      We would really like a read-only version! Looks like this was brought up over a year ago and while mentioned to be a popular request hasn't made it into the roadmap.  Would love to know more about when this might make the list. 

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