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Question

Hiding the "Edit" Button On R360 Cards

  • December 28, 2017
  • 7 replies
  • 130 views
steve_davis
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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. 
jean.nairon
steve_davis
sarah_johnson

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
sai_ram
karen_t
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.
heather_landgraf
marcelo
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  • 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
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  • 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
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  • 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.

sai_ram
gunjanm
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  • 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
jean.nairon
sai_ram
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