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New Idea

Staircase Manager user role - proposed email visibility changes

Related products:Staircase AI
  • January 14, 2026
  • 3 replies
  • 22 views

mattmarcsmith
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As per https://support.gainsight.com/Staircase_AI/Users_and_Permissions/Users_and_Permissions#Role_Definitions, Staircase AI users with the role Manager can see all communications. The only difference between that role and Admin is that Admin can also manage User permissions, Configurations, Integrations and Reports.

 

Wouldn’t it be better to either change the Manager role - or create an additional role - so that the visibility behaviour is that they see all of their own emails and their team’s email instead? And by team I mean direct reports and (as an optional setting) peers. This is especially useful for CSM Managers to keep an eye on accounts in region, etc. without having access to say conversations at an executive level?

 

Staircase already inherits the concept of Team from the Exchange server so knows the current hierarchy, so it doesn't seem such a giant leap to be able to implement this?

 

Regards,

Matt Smith

3 replies

dcassidy
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  • Helper ⭐️
  • January 16, 2026

This is a really good suggestion. We’re about 8 months into our Staircase implementation and the permissions options have changed a couple of times - but how it stands now feels a little bit ham-fisted. 

A possible fix might be something like a “Team Manager” role. So, if we have Dawn’s Team, then I as the team manager would default to seeing all my team members’ communications, but not things that I shouldn’t have access to. 

@mattmarcsmith Our org is likely run a bit differently than yours (based on your post), but I wanted to make sure you’re aware of this setting:

 



 


mattmarcsmith
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  • Author
  • Contributor ⭐️⭐️⭐️
  • January 19, 2026

Hi ​@dcassidy,

 

Yes, I am aware of that setting, but it’s a bit of an ‘all or nothing’ approach. I’m kind of hoping to have a setting that’s hierarchical so that as a Manager you get to see the body of all of your own emails plus the body of emails sent to those in your team. You’re only really going to be following up on the major items such as extremely negative message, churn risk, or change of personnel, but being able to see the body of these emails will be really useful.

 

Regards,

Matt Smith


dcassidy
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  • Helper ⭐️
  • January 20, 2026

I absolutely agree with you - your suggestion would be super useful. I was just pointing this one out because I stumbled across it randomly one day. :)