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New Idea

Ability to restrict specific accounts from showing when using Sally

Related products:None
  • November 15, 2017
  • 2 replies
  • 24 views

chris_mudd
We would like to see the ability to restrict certain accounts from being able to be shown when using Sally.  

Use case:  If there was a customer who requested to hide data on their environment, could we prevent people from accessing that thru the bot requests.

2 replies

rajesh_gande
  • Helper ⭐️
  • 118 replies
  • November 16, 2017
Hi Chris,

Once Gainsight supports access permissions for GS users at account level then access to specific account (based on attributes) could be enabled / disabled for any GS user. The same permissions will be valid & applied both on Gainsight UI and through Sally for the GS users.

For the use case you mentioned, I suppose the customer requested to hide data in general and not just through bot requests. In that case, I believe the above behaviour will suffice.

We have given the provision to access Sally on Slack channels to enable collaboration among users. If sharing confidential information on channels is a concern then Sally shouldn't be added to channels (can always be kicked out if already added) and can be accessed only through Direct Messages.

Please let me know in case you have any follow up questions!

Thanks,

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  • Contributor ⭐️⭐️
  • 4 replies
  • September 19, 2019
Hi Rajesh, has this access permissions for GS users at account level been implemented?

I have a customer that only wants to allow CSM to see Accounts that belong to them throughout Gainsight. Is this possible?

Many thanks,

Ricardo


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