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Gainsight Employee ⭐️
Abid
Gainsight Employee ⭐️
August 4, 2022
Discovery

Disable sharing of all success plans/objectives to external users.

Related products:CS Cockpit & Playbooks
  • August 4, 2022
  • 14 replies
  • 253 views

Hi Team,

Splunk‍ is having a use case where they are looking for the options/ability to disable sharing of all success plans/objectives to external users.

Currently we can do this only at individual success plan level only.

 

    14 replies

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    mpatra
    mpatra
    Helper ⭐️
    August 18, 2023
    No Status→Under Consideration
    Monica Patra | Senior Product Manager| Gainsight
      JoelE
      Contributor ⭐️⭐️⭐️
      September 18, 2023

        Hi,

      There are a few requests on this thread:

      1. To allow admins to disable sharing of Success Plans en-mass.
        1. We can disable this now with a support ticket. We are working on surfacing this setting for admins.
      2. To share Success Plans without objectives.
        1. Here I would like to understand the use case of sharing a success plan without the objectives.
      3. Disable tagging Persons in Success Plan Comments 
        1. We can disable the entire feature with a support ticket. But I will be taking the feedback of allowing admins to disable just the external users from Comments. Do you think this will be different for different Success Plan types? 

      Thanks,

      Monica

      Hi Monica - Glad to see you are looking into this!

      1. I opened a support ticket hoping they could help me disable external sharing for an entire success plan type. We have certain plan types which are not intended to ever be shared externally, and, while we can remove each section individually, the ‘EXTERNAL’ tag is still visible at the top of the plan even if all sections have sharing turned off.
      1. As to your question whether there could be different requirements for different success plan types, I’d say ‘Yes’ because we have different sharing requirements from one type of success plan to the next. Ideally, the configurability asked for in this thread would be there at the success plan type level as well as potentially a global on/off level.
        gunjanm
        gunjanm
        Expert ⭐️
        February 20, 2024

        Any progress here?

        Gunjan
        RGrieco
        RGrieco
        Helper ⭐️
        June 20, 2024

        @mpatra Is there any update on this feature?  We would like to prevent the sharing of certain success plans externally and it really is a potential security risk that this cannot be controlled by admins and only on a record by record basis by any users.

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