Contributor ⭐️

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Mass update reports within Spaces

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Hello,

We are using Company person report and share with via Spaces with a customer. We set up permissions to allow customers check Active : true or false status. If we access customer account in preview mode or from the customer account, it’s not possible to edit the Active field.

Could you please suggest.

Gainsight Employee ⭐️

Hi @Jevgenia

As per the article: https://support.gainsight.com/gainsight_nxt/Spaces/User_Guides/Spaces_Widgets_and_Permissions_for_CSMs?utm_source=openai#Reports_Widgets editing of reports is not possible for Standard objects.

The article also shows us what permissions are allowed for the CSM’s in report widgets as well as for end users.

Gainsight Employee ⭐️

Hi @Jevgenia

As per the article: https://support.gainsight.com/gainsight_nxt/Spaces/User_Guides/Spaces_Widgets_and_Permissions_for_CSMs?utm_source=openai#Reports_Widgets editing of reports is not possible for Standard objects.

The article also shows us what permissions are allowed for the CSM’s in report widgets as well as for end users.

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