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This thread is for the upcoming EMEA Admin Office Hours for Thursday, June 19, 2025.

🕐 Time: 1:00 – 2:30 PM UK Time
💬 Have questions? Drop them in this thread—we’ll cover them live during the session!

🔗 Join Zoom Meeting (Note: this is a new link!)
https://gainsight.zoom.us/j/94074862515?pwd=DAiixkKZfGaL7va9VNZiEiPiGUA261.1
🔢 Meeting ID: 940 7486 2515
🔐 Passcode: 333404

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🔢 Meeting ID: 940 7486 2515
🔐 Passcode: 333404

Looking forward to seeing you there!


Shiv
Gainsight CSA

Hello,

I’m looking for guidance on how we can assign a group of users to view only specific types of companies and their associated relationships across all areas of Gainsight — including Reports, Dashboards, R360, C360, etc.

Currently, we are able to restrict access at the Account (Company) level, but this control does not extend effectively to the Relationship level. Our goal is to ensure that users (grouped by role) can only view data tied to the Relationship Types they are authorized to access.

Could you advise on the best practices or recommended setup to achieve this level of access control?

Thank you
Pooja