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Jef Vanlaer
Helper ⭐️⭐️⭐️
July 22, 2025
New Idea

Spaces - Success Plans: rights to update tasks should be based on task ownership, not CTA ownership

Related products:CS Success Plans & Customer Goals
  • July 22, 2025
  • 1 reply
  • 66 views

At the moment, external users (customers) can only close a task in a Success Plan shared through Spaces if they own the CTA the task belongs to. According to my interaction with Gainsight support, this is by design:

 

In many cases tasks within a CTA are distributed between CSMs and customer contacts. Having to separate these into different CTAs will make the Success Plan very cluttered. In my opinion, edit rights for tasks should be based on task ownership, not CTA ownership.

1 reply

darkknight
Expert ⭐️
July 22, 2025

Hey Gainsight — stop assuming you know what what works for every business. We don't need guardrails; we need flexibility. Trust us with the tools and the judgment to use them responsibly — we’ve earned that. So instead of making the call for us, give admins a toggle to control this behavior.

Jeff Kirkpatrick