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steve_davis
steve_davis
Gainsight Employee ⭐️⭐️
December 28, 2017
Question

Hiding the "Edit" Button On R360 Cards

  • December 28, 2017
  • 7 replies
  • 165 views
I have a request from a customer to be able to hide the "Edit" button on an R360 card. In looking at options, removing this from a permission perspective (removing edit permissions) would cause the user not be able to update thing on the relationship at all. We'd like to have this option hidden so users cannot manually update the actual relationship itself. 

    7 replies

    logan_t
    logan_t
    Contributor ⭐️⭐️⭐️
    December 29, 2017
    This reply was created from a merged topic originally titled Control Access to Edit Icon in Relationships Section.

    Hey Team!

    We've recently had a few customers ask about the ability remove access to the "Edit" icon in the "Action" column of the Relationship Tab in C360. 

    Right now when we view relationships on the C360 page without access to edit these, the edit icon still shows as "not greyed-out" unlike the "Delete" icon when users lack those permissions.



    Compared to the delete icon, which will appear greyed-out when permissions are lacking:



    We would like to see the edit icon have similar messaging if possible. Alternatively, a way to limit users access to this "Action" tab (which is standard in Gainsight). 

    Thanks for the assistance!
    Logan Thome
      karen_t
      karen_t
      Contributor ⭐️
      January 5, 2018
      Many of our new CSMs click on this edit button first instead of clicking on the blue bar at the top of the relationship to go to R360. They get a permissions error and then end up contacting the admin. Please remove to simplify. Thanks.
        marcelo
        marcelo
        Helper ⭐️
        January 5, 2018
        Same here. This was one of the first issues reported as soon as I gave access to other CSMs
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 5, 2018
        Hi Everyone, Sorry for the inconvenience. There are few technical limitations to achieve this.We are trying to achieve this via Gainsight Sharing Settings, we don't have ETA on this as of now. Thanks for the Feedback 
        heather_landgraf
        heather_landgraf
        Contributor ⭐️⭐️⭐️⭐️⭐️
        August 15, 2018
        we just enabled relationships and same here - getting questions about what happens when they click the edit button.  need to remove access.
        phani_kumar
        phani_kumar
        Gainsight Employee ⭐️⭐️
        September 8, 2020

        Many of our new CSMs click on this edit button first instead of clicking on the blue bar at the top of the relationship to go to R360. They get a permissions error and then end up contacting the admin. Please remove to simplify. Thanks.

        +1.

        Is this considered or in the roadmap.

        Thanks.

          gunjanm
          gunjanm
          Expert ⭐️
          September 8, 2020

          I came across this use case a few months back also. There was also the discussion of ensuring CSMs do not create relationships either, because the source of truth was to be in SFDC. 

          Gunjan
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