Staircase Account Visibility Based on Gainsight Data Permissions
I'd like to submit a feature request for Staircase AI account visibility controls.
Currently, Staircase permissions are limited to ownership and role-based access (User, Manager, Admin). It would be extremely valuable to allow administrators to configure Staircase access based on existing Gainsight CS data permissions or a designated field within Gainsight.
For example, we have an "Empire" user group in Gainsight CS that can only see accounts where our field of Partner Vendor = Empire. We would like those same users to have access to only those accounts in Staircase, even if they are not the assigned CSM or account owner.
I believe it would significantly improve Staircase adoption for organizations with more complex account ownership models.