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kyle_handley
kyle_handley
Contributor ⭐️⭐️⭐️⭐️
July 9, 2019

Gainsight Champions - Manage specific Reports and Dashboards without full admin

  • July 9, 2019
  • 5 replies
  • 194 views
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.

      • 5 replies

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

      VP of Customer Success at Forcepoint
      keith_mattes
      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
        neelam_mukherjee
        neelam_mukherjee
        Contributor ⭐️⭐️⭐️⭐️
        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
        christina_gonzales
        Contributor ⭐️⭐️
        September 10, 2020

        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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