I have several issues that have arisen from trying to add the new Group Send widget.
I followed the job aid to add the new Group Send widget to the custom Home page for our team but the People Widget is not showing within the new Portfolio option despite publishing the new version and it showing on the configuration preview screen. See screenshot where it is missing.
I keep getting a message on both my page and the users that the “Admin Portfolio is Not Configured”. I cannot figure out what permissions or edits I need to make to configure the portfolio.
In addition, some of the users within the group that it is published to are not even seeing the updated Home page despite being in the User Group I published it to. It also did not show for me at first but I changed mine to the Admin Preview and then went back into the Home configuration and chose “Make My Home Page” there and it finally showed. The end Users don’t have this option. How can they override their home page to see the new version?
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Hello,
To resolve the issues you're experiencing with the People Widget not showing within the new Portfolio option on the custom Home page, the "Admin Portfolio is Not Configured" message, and users not seeing the updated Home page despite being in the User Group, follow these steps:
People Widget Not Showing in Portfolio
Add the My Portfolio Widget:
Navigate to Administration > Gainsight Home > Configuration.
Click Customize Home.
From the Widgets pane, drag-and-drop the My Portfolio widget to the layouts pane.
Configure the size of the My Portfolio widget if needed.
Click the Settings icon to configure the widget. Ensure that the View Company Records and View Relationship Records toggles are enabled.
Check Widget Configuration:
Ensure that the necessary fields are added to the Company and Relationship tabs.
Ensure that the My Portfolio widget is properly configured as described above.
Verify that the widget is published and visible to the intended user groups.
Users Not Seeing Updated Home Page
Publish Home Page:
After configuring the Home page, ensure that you click Publish Home and confirm the changes. This step is crucial to make the updates visible to all users.
User Group Assignment:
Verify that the users are correctly assigned to the User Group that has access to the updated Home page.
Navigate to Administration > Gainsight Home > Configuration and ensure that the Home page is published for the correct User Group.
Personalize Home Page:
Users can personalize their Home page by clicking the three-vertical dots menu and selecting Personalize My Home. They can then drag-and-drop the necessary widgets and click Update My Home.
If these steps do not resolve the issues, it may be necessary to contact your Gainsight Support for further assistance.
Hi, Thank you for the very detailed information. Unfortunately, all of this is already set up as you described above and none of it is working. I have logged a ticket to determine next steps. The concern is that we have multiple departments within our company and my team needs a different home page than others. It’s been discovered that we can only have one Gainsight Home.
To follow up on this, we have discovered that the only way for Group Send to work is for the reps to be assigned as CSM on the accounts. Due to this, this feature will not work for our company without a major overhaul to the way we do business. The vast majority of our accounts are not assigned due to capacity limitations. We only assign a small sample of accounts for specific projects, cases and strategic teams. As a result, Group Send is not a feature we can utilize and we are highly disappointed in this outcome.
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