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johnny
Helper ⭐️
Jul 29, 2021 12:27 PM UTC
Solved

How can I customize the navbar in Gainsight to show my preferred tools that I work with?

What the title says. I want to add apps to the navbar. How can I do this?

THanks!

johnnyAnswer
Helper ⭐️
Jul 29, 2021 2:41 PM UTC

Update:
It is doable and to quote the Mandalorian, “this is the way” ( 1:30 ): 
 

 

I spoke with GS Support and if the pencil is not available, as with my instance, we must speak with a Salesforce admin to upgrade the instance to the lightning view.

I just had this, instead of the editing pencil:

 

Bare in mind, I discovered there can be 3 different views of Gainsight, accessible via lightning experience view or app switch from the upper right or Gainsight tab click without app switch:

 

1 Gainsight app switch from upper right:

 

2 (lightning view):

 

3.Sales app, but with Gainsight tab clicked refreshes the page and shows configured Gainsight tabs in classic view:

via the Customize screen, accessible from here: https://share.getcloudapp.com/BluxXYP9

Be sure to select Gainsight app when adding items

 

My quest was to see how to add tabs to the lightning view of GS , but I must speak with an admin to do the upgrade.

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6 replies

jean.nairon
jean.nairon
Expert ⭐️
Jul 29, 2021 1:41 PM UTC

Are you referring to the left navigation menu below? That’s not possible. 

 

 

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Jean
    jean.nairon
    jean.nairon
    Expert ⭐️
    Jul 29, 2021 1:43 PM UTC

    You can add items to the navigation menu on the C360: 

     

     

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    Jean
      johnnyAuthor
      Helper ⭐️
      Jul 29, 2021 1:55 PM UTC

      Thanks for the reply!

      I was referring to the navbar:

      Not the sidebar.

      I saw in Salesforce that it is editable as an admin.

      In GS I am also super admin, but I couldn’t find any documentation that covers this.

       

      And I noticed that the items in the navbar are different than what’s available in the sidebar (for the GS landing page). The ones in green are extra.

      And I want to add Administration as a link at the top, for instance. 

      Or Reports… 
      Since I don’t want to go to the Gainsight tab each time I want to access these functions.

       

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      johnnyAuthorAnswer
      Helper ⭐️
      Jul 29, 2021 2:41 PM UTC

      Update:
      It is doable and to quote the Mandalorian, “this is the way” ( 1:30 ): 
       

       

      I spoke with GS Support and if the pencil is not available, as with my instance, we must speak with a Salesforce admin to upgrade the instance to the lightning view.

      I just had this, instead of the editing pencil:

       

      Bare in mind, I discovered there can be 3 different views of Gainsight, accessible via lightning experience view or app switch from the upper right or Gainsight tab click without app switch:

       

      1 Gainsight app switch from upper right:

       

      2 (lightning view):

       

      3.Sales app, but with Gainsight tab clicked refreshes the page and shows configured Gainsight tabs in classic view:

      via the Customize screen, accessible from here: https://share.getcloudapp.com/BluxXYP9

      Be sure to select Gainsight app when adding items

       

      My quest was to see how to add tabs to the lightning view of GS , but I must speak with an admin to do the upgrade.

      Translate
      jean.nairon
      jean.nairon
      Expert ⭐️
      Jul 29, 2021 3:40 PM UTC

      Correct! It’s doable in Salesforce. Not in Gainsight. 

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      Jean
        johnnyAuthor
        Helper ⭐️
        Jul 30, 2021 9:06 AM UTC

        But wouldn’t that Info icon change to a Pencil icon if the SF admin would upgrade GS to Lightning as stated in the information pop-up ?
         

         

        That’s what support said; that after we talk with the SF admin, we can add tabs to Gainsight (in Lightning exp)

         

        And the screenshot I appended in my earlier post, shows the Classic view of Gainsight showing the tabs that I added via the “+” icon from SF, but available in the Gainsight app - as shown in the upper right.

         

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