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Gainsight Champions - Manage specific Reports and Dashboards without full admin

  • July 9, 2019
  • 5 replies
  • 161 views
kyle_handley
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Hi Folks,

I have a depatment which consumes much of our GS admin time with report and dashboard updates. I needed a way to give permission to edit specific dashboards and reports without the admin access that GS ships with this ability.

https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Dashboard_Permissions

Today I found a way. Here is what I did:

  1. Created new SFDC permission set (I named it Gainsight Report+Dashboard Builder )
  2. Added two visualforce pages to the permission set [list=1]
  3. JBCXM.LayoutManager
  4. JBCXM.ReportBuilder
  • Added the permission set to GS champions

    [/list]Now my GS champions can edit only the reports and dashboards that they have edit access to at the Report/dashboard or folder level.

    • May your day continue to be filled with awesome
    john_apple
    kate_green
    keith_mattes

    5 replies

    B
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    • bighnaraj
    • Contributor ⭐️
    • July 9, 2019
    @neelam_mukherjee ,

    Hi Neelam,

    Can you kindly review this and see if we can have more clarity on the documentaion for this particular use case. I believe this can be very helpful?

    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • July 10, 2019
    FYI @rakesh

    VP of Customer Success at Forcepoint
    keith_mattes
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    • keith_mattes
    • Helper ⭐️⭐️
    • July 10, 2019
    This is totally awesome and I am putting this on my "TO DO" list since we have the EXACT use case. We have some power users that wish to have a few keys to a few doors but not the entire Kingdom per se.

    I stongly vote this up as a potential feature enhancement to automate or create this type of group as standard in GS.

    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
    sai_ram
    oscarhero
    davebrown2242
    neelam_mukherjee
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    • neelam_mukherjee
    • Gainsight Employee ⭐️⭐️
    • July 11, 2019
    Sure Bighnaraj!! @prashant_mathapathi from my team will reach out to you with the updated doc for your review.

    Neelam Mukherjee || Associate Director - Gainsight Technical Communication
    christina_gonzales

    In my org, with the JBCXM.ReportBuilder permission, any end user can go to report builder if they have a link to a report, and from there they can edit any and all reports. Once a user is in report builder there is not a way to restrict access by report folder.

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