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samantha_braastad
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
October 25, 2018

Set C360 view by permission sets

  • October 25, 2018
  • 2 replies
  • 43 views
We are looking to distribute Gainsight to more users within our org. using the 'Limited License' permission set. To help simplify the roll-out, we want to simplify the number of reports that are available within this view using a custom C360 layout as they do not need the same extent of reports as those who use Gainsight as their primary tool. It would be great if we could assign the layouts based on the 'Limited License' permission set being enabled.

      2 replies

      rajdeep_barman
      Gainsight Employee ⭐️
      rajdeep_barman
      Gainsight Employee ⭐️
      October 26, 2018
      The ability to assign layouts based on account and user attributes could be leveraged here. (Link to doc -->> #9)

      A field in the user object - in this case - can be created and then a separate layout can be assigned based on its value.

      Hope this helps.

      jean.nairon
      jean.nairon
      Expert ⭐️
      December 18, 2018
      That's a good work around. It would be great if this worked exactly like SFDC where you can easily assign layouts to profiles.

      Jean
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