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.
There are some options on record visibility documented here:
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.
That’s a new wrinkle for me,
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
