Hi Team,
We have a use case scenario where we need to control access to CTA types based on user roles.
Scenario: CTAs are created based on feedback from clients according to criteria defined by the business. These CTAs are assigned to CSM Managers to act on the feedback. CSM Manager Managers, in turn, will have a CTA with a different type to review the CSM Managers' status with respect to their CTA work.
We have created dedicated views for the CSM Managers and CSM Manager Managers, but these views are editable.
==> CSM Managers can check the CTAs of their managers.
==> CSMs can also create custom views where they can select the above CTA types and access their performance details recorded by their managers.
We want to avoid/control this kind access.
What am I looking for from Gainsight with the use case I have?
Admin-defined views: An option in the view configuration for admins to enable/disable editing of the view by end users.
Custom Views: Options for the admin in the custom view configurations to specify which CTA Types users can see while creating custom views.