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waynedilworth
waynedilworth
Contributor ⭐️⭐️⭐️⭐️⭐️
Oct 20, 2021 9:31 PM UTC
Question

Horizon Success Plans sharing - "View Externally Shared & Edit Objectives owned"

We are planning to use Horizon Success Plans for onboarding project management.  In testing the functionality with external users - I think Gainsight missed a fairly obvious Use Case- where external users can "View Externally Shared & Edit Objectives Owned."

The closest alternative I can find is “View All & Edit Objectives owned.” - but that doesn’t really work for us since we will have internal-only tasks as well that we don’t necessarily want to expose to customers. 

I am wondering if anyone has found any better alternatives - and more importantly, do others feel we need this use case added to the Sharing Options list: 

 

 

    5 replies

    waynedilworth
    waynedilworthAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Oct 20, 2021 10:34 PM UTC

    I was chatting with another Admin - and I suppose this may need clarification. 

    I want to mark Objectives as internal or external (which is currently in place).

    The external user should SEE all Externally-shared objectives.  They should NOT SEE any Internal Only objectives (even if they own the internal only objective - which I would never plan to do).  

    The external user should be able to edit Externally shared objectives which they own.  

    Let’s see if that makes more sense. 

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    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    Oct 20, 2021 10:44 PM UTC

    Very valid use case Wayne. I wonder if one of the other options provides this functionality but maybe the text is not indicating that? Not sure if you tested all the other options and found this as a true corner case though?

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    VP of Customer Success at Forcepoint
    waynedilworth
    waynedilworthAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Dec 22, 2021 1:09 PM UTC

    Thanks for the follow up @dan_ahrens - sorry for the delay.  Yes, we tested all options, then tested them again with our TAM on the line and discussed all options with someone from product.  Still an edge case - but in my opinion, the first option I would want to use when it comes to external sharing.

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    zach_davis
    zach_davis
    Helper ⭐️
    Jul 1, 2022 3:08 PM UTC

    @waynedilworth Did you come up for a solution for this? We’re exploring using externally shared success plans but have the same concern as you. We would like to hide some objectives and also potentially have the users be able to edit the ones they own. This, to me, seems like one of the primary use cases of sharing a success plan.

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    Anil Raj Pujari
    Anil Raj Pujari
    Helper ⭐️⭐️
    Oct 9, 2022 1:33 PM UTC

    More control/permissions when sharing success plan with external users is in the medium term roadmap. “View Externally Shared & Edit Objectives owned” is part of it. 

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