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Journey Orchestrator accessibility without being an admin

Related products:CS Journey Orchestrator, Email & Notifications
  • February 18, 2025
  • 8 replies
  • 42 views
  • danielwal_coco

  • Contributor ⭐️⭐️
  • 6 replies

According to my testing and Gainsight documentation, a non super admin user cannot be granted any access to Journey Orchestrator. 

 

This idea is to request an enhancement that would allow non admin users to access enough of JO to allow them to at least create simple program and send emails when they desire. This idea would allow users to send emails once they have gained sufficient knowledge and trust, but also not have to make those users super admins, which would open up too much of the Gainsight platform. 

8 replies

alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 664 replies
  • February 19, 2025

@jnelson A full license user that’s not a super admin CAN access Journey Orchestrator. It’s a question of user permissions configurations. 


alizee
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  • 664 replies
  • February 19, 2025

@jnelson  In Permission Bundles,

  • Create a new permission bundle (it’s best to create a special bundle for JO contributors that you assign to users ON TOP of their standard bundle which makes permission management much easier):

 

Set permissions at the following levels:

  • Program Permissions

 

 

  • Navigation Permissions (you’ll need at least the following, for me the rest is handled through different permissions), to ensure they can actually view the menu items in the black nav

 

  • Survey Permissions
    • Only if they should be able to send surveys… 

For “JO contributors’, my recommendation is to either limit permissions to Design or Design & Distribute (in which case, they also get the capability to access program analytics). If they can design, they can’t launch which allows you to control what gets sent, when and how. This is probably best to avoid contradictory or clashing emails from the same person in the same day. When they can’t admin, they also cannot delete programs and are limited in what they can change in live programs. 

If you are not an admin yourself, you’ll need to request this from your Gainsight administrator. 


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  • Contributor ⭐️⭐️
  • 6 replies
  • February 19, 2025

@alizee Thanks for the input. For a given user, I have enabled all the Program permissions (Design, Distribute, Analyze, Admin) and all the Navigation Permissions under ‘Digital Journey’ and the user still does not see the ‘Programs’ link in the sidebar.  Only if I make the user an admin will they see it. 

Are the setup instructions you gave me working in your own tenant?


alizee
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  • 664 replies
  • February 19, 2025

@jnelson Yes, my JO contributors are not admins and they can work within JO and we’ve had this configured and working for years. Can you share a screenshot of your permission bundle? Thanks. 


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  • 6 replies
  • February 19, 2025

@alizee That’s interesting. Here are the permissions the user has. Could I be missing some other permission that seems unrelated but is needed?

 


alizee
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  • 664 replies
  • February 19, 2025

@jnelson I can’t see anything obvious when I look at mine and compare with yours. Has your user tried to clear their cache/cookies, log out and log back in? I’ll keep thinking about what it might be and get back to you if I find something that makes sense. 


alizee
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  • 664 replies
  • February 20, 2025

Hi ​@jnelson Haven’t found any other likely causes, how’s your user been getting on with clearing all their cache/cookies and relogging on? If not, you could try deactivating their full license, and reactivating too?

A


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  • 6 replies
  • February 21, 2025

@alizee I’m testing in our sandbox and using the ‘log in as’ admin feature to test out the permissions. I know the permissions are taking since I can make other changes and see them right away when I log in as the user. I’ve deactivated and reactivated the user but still no access to Programs. 


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