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taylorfriss
Contributor ⭐️⭐️
Aug 15, 2024 12:05 PM UTC
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Record Type Visibility Permissions

We would like the ability to control visibility to certain records within an object for users. This will have implications on the user experience and ensure compliance. 

For example, we have a team selling working on X and a team selling product Y. We want CSMs who support Product X to only see Relationships that have a Type of X and CSMs who support Product Y to only see Relationships that have a Type of Product Y. 

    matthew_lind
    matthew_lindAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    Aug 16, 2024 2:21 PM UTC

    There are some options on record visibility documented here:

    https://support.gainsight.com/gainsight_nxt/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/Data_Permissions

    To complete your configuration as stated, you may need a field on the User object which denotes which Products a User is associated with. Then you could write a Rule (not a Rules Engine Rule, but a Data Permissions Rule) which limits which Relationships are visible.

    Proceed with caution though, as there can be some unintended consequences in limiting visibility, such as Reports & Dashboards then excluding those records which are not permissioned to a user. 

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    3 replies

    matthew_lind
    matthew_lindAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    Aug 16, 2024 2:21 PM UTC

    There are some options on record visibility documented here:

    https://support.gainsight.com/gainsight_nxt/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/Data_Permissions

    To complete your configuration as stated, you may need a field on the User object which denotes which Products a User is associated with. Then you could write a Rule (not a Rules Engine Rule, but a Data Permissions Rule) which limits which Relationships are visible.

    Proceed with caution though, as there can be some unintended consequences in limiting visibility, such as Reports & Dashboards then excluding those records which are not permissioned to a user. 

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    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    tfriss
    Contributor ⭐️
    Aug 19, 2024 3:06 PM UTC

    @matthew_lind Thank you for the response! Based on my testing, if someone has access to the Company Team they automatically have access to the Relationships associated to it EVEN IF data permissions are set up to restrict it. It seems as though permissions being granted are additive and cannot be made restrictive. Let me know if you’ve noticed something different though 

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      matthew_lind
      matthew_lind
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      Aug 20, 2024 6:20 PM UTC

      That’s a new wrinkle for me, @tfriss. I haven’t used the Company Team feature set, and don’t know how it interacts with Data Permissions.

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      Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
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