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nadav_shemtov
nadav_shemtov
Contributor ⭐️⭐️⭐️⭐️⭐️
February 10, 2017
New Idea

admin permissions - more granular permissions

  • February 10, 2017
  • 13 replies
  • 163 views
During an onsite with HPE, the request to have more granular admin permissions per user has come up. 

As we are having a configuration across different use cases and business units working on different relationship, there is a requirement to have "limited admin" role for people who can only change configurations for specific relationships, or only carry out specific actions (e.g. only create reports, only create CTAs but disable other actions in the rule engine, etc.) 

      13 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      February 10, 2017
      Agree that this is needed.  First step is the changes coming in this months release that makes CTA mgmt entirely separate-able by Rel Type.   This will help prevent people from inadvertently stepping on each other.  Hard walls are pending. 
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 14, 2018
      Hi All, We have started implementing permissions . When you navigate to Administration > Security Control > Gainsight Sharing Settings, the Gainsight Permission page opens.
      brad_jennings
      brad_jennings
      Contributor ⭐️⭐️⭐️
      May 9, 2018
      Is there any update on this, or has it been added to the roadmap?

      With us having a 24/7 support organization and CSMs working outside my hours as an admin, simple perm sets for like "Mass Edit CTAs" or simple rule updates are greatly needed. 

      I would also be able to dole out access to managers and such without giving them the ability to go in and completely destroy a connector/ingestion process.

      It feels like there should be a dedicates permissions page, with a GUI where I could assign permission sets to specific users to be able to do their jobs more efficiently, without giving them the keys to the kingdom.
        pawan_kumar_adda
        pawan_kumar_adda
        Contributor ⭐️⭐️⭐️
        May 30, 2018
        Great point Brad. We are working on introducing feature level and navigation permissions soon through the concept of permissions bundle. I would be able to update you with timeline once the permissions roadmap formalizes. 
          brad_jennings
          brad_jennings
          Contributor ⭐️⭐️⭐️
          May 30, 2018
          That sounds great Pawan. I look forward to it.
          sacha
          sacha
          Contributor ⭐️⭐️⭐️⭐️⭐️
          June 1, 2018
          Definitely need more granular permissions for Surveys as well. CSMs should only be able to view their own Account results (for certain surveys). Thanks for your consideration!
          jahnavi
          jahnavi
          Contributor ⭐️⭐️⭐️⭐️⭐️
          June 18, 2018
          Hello Team,

          I have followed the steps given in https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Grant_Permission_to_Create_Reportsto build a new VF Tab named Report builder.

          The access is controlled by a permission set Gainsight Report Builder.

          But when we gave this permission set to one of our users it is opening up the entire admin functionality for that user, and support confirmed this is expected.....

          We would just like to provide report builder access and not all admin functionality.

          Regards,

          Jahnavi

            amanda_neil
            amanda_neil
            Contributor ⭐️⭐️⭐️⭐️⭐️
            June 18, 2018
            Adding onto Jahnavi's comment and everyone else's...when can we expect this to be provided at a more granular level?  I am not sure why this was designed this way as if you think about it the Admin always had access to reports and now you are giving Admin access to anyone that has this GS Reports permission.  What was the reasoning behind this?
              olavo_zapata
              olavo_zapata
              Contributor ⭐️⭐️⭐️⭐️
              June 12, 2019
              We also have a use case to restrict permissions to rules engine.



              Which let people create, run and edit rules.

              But that has another one that allows only view to some users.



              Different operations areas need to check the rule logic to validate some process.

              Other very important think is permissions to delete CTAs or SuccessPlans.

              Thanks

              Frederico.Silva
              Frederico.Silva
              Contributor ⭐️
              April 28, 2021

              This is definetly a must have for larger organizations where there is the need to delegate certain admin tasks to a subset of admins without having to give them full super admin access to the whole application.       

              I see this is now planned. When can we expect this to come? 

              Thank you.

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