I'm bringing in our CSM CSAT scores to SFDC. Only the manager level profiles have visibility into the field. If I pull that onto a dashboard will those securities still apply or will all CSMs be able to see the values?
I just viewed a dashboard as a CSM and DID see the field that they shouldn't be able to see because of FLS, which I'm a little surprised at.
How do I add a field that only managers can see?
Page 1 / 1
Field level security is not honoured in reports and dashboards.
One option to review is to configure a dashboard and then restrict the visibility of this dashboard only managers. Following is a document describing dashboard permissions https://support.gainsight.com/hc/en-us/articles/202388418-Configure-Gainsight-Home-Dashboards-aka-La....
One option to review is to configure a dashboard and then restrict the visibility of this dashboard only managers. Following is a document describing dashboard permissions https://support.gainsight.com/hc/en-us/articles/202388418-Configure-Gainsight-Home-Dashboards-aka-La....
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.