Hi Team,
A suggestion from a customer is to include the locking ability for the filters used in the GS Home. Currently we are using the GS Home, and allowing the CSMs to customize the filters based on their preferences. Is it possible to do so? Otherwise, customer says this will cause a compliance issue within their organization.
Thanks,
Kiran D
L1 Support
Really looking for the ability to lock filters for CSMs to their book of business - based on this being editable this gives end users the ability to report on any category within home.
Hey
Hi
We initially shipped locked filters in other areas of Gainsight before we had data permissions.
Otherwise, customer says this will cause a compliance issue within their organization
based on this being editable this gives end users the ability to report on any category within home
From what I understand, the usecases here are more of a data permissions usecases than a filter capability ones. Data permissions is the only guaranteed way to make sure a Gainsight user does not see the data they are not supposed to see.
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