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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
September 17, 2021
New Idea

Success Plan Type and Template restrictions

  • September 17, 2021
  • 4 replies
  • 66 views

Would be great if we could set permissions so that certain SP types/templates could only be an option/be used by permission set.  For example, we have a team that has a specific SP type and template that only they use.  So, we’d like to restrict that type to only users in their group.

4 replies

gunjanm
Expert ⭐️
September 17, 2021

+1!!!! Some are really only relevant for certain User Groups, so it would be great if we could make a cleaner UX!

Gunjan
bradley
Expert ⭐️
September 17, 2021

yaaaaaasssssss

Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
September 20, 2021

Hello @heather_hansen  thank you for your post! 

Thanks, @gunjanm and @bradley your upvotes will help our Product Manager confirm if this could be included on our road map. 

Anil Raj Pujari
Helper ⭐️⭐️
October 3, 2021

Thank you for the feedback. I can understand the use case. We will evaluate the requirement and the solution.