Solved
Can access to the NPS tab be limited to certain users?
My manager would like to limit access to the NPS tab to only certain Gainsight users. His concern is that people may misunderstand and misuse the data. Is there a way to block visibility of the NPS object for some users?
Best answer by kendra_mcclanahan
Hi Steve,
Yes, you can restrict access to the NPS tab for some users. You'll need a Salesforce Admin to restrict access to this tab through Permission sets / Profiles. If it's all standard users, they can edit the standard permission set to make this tab hidden...otherwise your admin can setup a special permissions set and apply it to this group of users.
Let me know if I can provide additional information here.
- Kendra
Yes, you can restrict access to the NPS tab for some users. You'll need a Salesforce Admin to restrict access to this tab through Permission sets / Profiles. If it's all standard users, they can edit the standard permission set to make this tab hidden...otherwise your admin can setup a special permissions set and apply it to this group of users.
Let me know if I can provide additional information here.
- Kendra
+9Hi Steve,
Yes, you can restrict access to the NPS tab for some users. You'll need a Salesforce Admin to restrict access to this tab through Permission sets / Profiles. If it's all standard users, they can edit the standard permission set to make this tab hidden...otherwise your admin can setup a special permissions set and apply it to this group of users.
Let me know if I can provide additional information here.
- Kendra
Yes, you can restrict access to the NPS tab for some users. You'll need a Salesforce Admin to restrict access to this tab through Permission sets / Profiles. If it's all standard users, they can edit the standard permission set to make this tab hidden...otherwise your admin can setup a special permissions set and apply it to this group of users.
Let me know if I can provide additional information here.
- Kendra
Thanks, Kendra. I expected it would be a Salesforce configuration, but wanted to check on whether GS had any mechanism for doing this. Have a great Thanksgiving!
I had similar issue but I wasn't able to edit the standard permission set so I put in ticket. This is what I got from Gainsight support.
The standard permission
sets are not editable. This is a SFDC limitation. You can, however, clone the
existing permission set and make the modifications that you'd like to make to
the permissions on that cloned permission set. The only thing you cannot do is
give it the same name as the standard one (you wouldn't want to do this
anyway).
The standard permission
sets are not editable. This is a SFDC limitation. You can, however, clone the
existing permission set and make the modifications that you'd like to make to
the permissions on that cloned permission set. The only thing you cannot do is
give it the same name as the standard one (you wouldn't want to do this
anyway).
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