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Contributor ⭐️⭐️
September 18, 2020
New Idea

Allowing External Users to Edit Success Plan Information

  • September 18, 2020
  • 4 replies
  • 135 views

We would like to allow external users to edit Success Plan information. We have plans created around client project and now have several clients who wish to edit the plan information independently such as updating the project team, goals, success metrics, resources, etc. We currently have one client refusing to use success plans due to the limitation of not being able to edit the plan information. This would allow our clients to take a more active role in their success plans generating ownership and buy in. 

4 replies

nick_morris
Contributor ⭐️⭐️
September 18, 2020

Agreed! This would allow for increased collaboration would be a nice enhancement to help streamline workflows even more.

phani_kumar
Gainsight Employee ⭐️⭐️
September 21, 2020

We would like to allow external users to edit Success Plan information. We have plans created around client project and now have several clients who wish to edit the plan information independently such as updating the project team, goals, success metrics, resources, etc. We currently have one client refusing to use success plans due to the limitation of not being able to edit the plan information. This would allow our clients to take a more active role in their success plans generating ownership and buy in. 

+1. Totally agreed.

jgalvan
Helper ⭐️
September 21, 2020

Agreed! Would be a huge plus for customers who want to track progress and and also understand that they play a part in their success.

sai_ram
Expert ⭐️⭐️
September 28, 2020

@amanda.wachendorf Thanks for bringing this up! This is on our long term road-map. I will update you here once we consider this for release.