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Hark
Contributor ⭐️
Apr 17, 2023 6:21 PM UTC
Question

Multiple CSM Managers

We have multiple CSM managers who have CSMs reporting to them. What is the best way or how can I configure Gainsight so managers can filter on their group of CSMs on Dashboards and other areas. In most areas the CSM filter options are All Users, Current User and Other User.

      2 replies

      Molly.McQ
      Molly.McQ
      Helper ⭐️
      Apr 17, 2023 9:33 PM UTC

      We utilize the Manager field from the user object to filter by manager, however, we also have various custom fields added to our user object to further define relevant user attributes (e.g. team, pod, etc.). We then configure global filters to allow users to filter dashboard data as desired. 

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        alizee
        alizee
        VIP ⭐️⭐️⭐️⭐️⭐️
        Apr 18, 2023 7:46 AM UTC

        +1 to what @Molly.McQ suggests with making sure the manager field is populated. We also have a custom “Team field” which provides another option to group by “group of managers”.

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        The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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