Permissions for non-licensed Sally users?

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  • Updated 5 days ago
We just rolled out Sally to our entire Customer Success organization and are considering rolling it out to the broader company, so non-licensed users can have access to view what CSMs are working on.

Is there a different level of permission for non-licensed users? Would a non-licensed user be able to add timeline activities and update CTAs?  We would prefer to prevent individuals outside of customer success from making any changes
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Scott Superko, Champion

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Posted 7 days ago

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Rajesh Gande, Official Rep

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Hi Scott,

Thanks for rolling out Sally to your entire customer success organization! As of now, the permissions are the same for licensed and non-licensed users.

Regarding CTA, the only action we permit right now in Sally is 'Close CTA' and only the owner of the CTA can close it from Sally. CTAs cannot be assigned to non gainsight license users hence they would not be able to act on the CTAs.

Posting to timeline is currently possible for non gainsight license users as well. We are planning to roll out feature level permissions in the future and will provide an option to restrict access.

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Scott Superko, Champion

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Thanks for the prompt response, Rajesh!

Do you have an idea when feature level permissions will be rolled out?  I'd like to give a rough timeline for the executives.

Will these feature level permissions restrict access based on SFDC profile? Or would it be based on users in the Administration - Slack section?

I'm not sure if this is posted elsewhere in the community, but Sally assignment/permissions based on SFDC profile would be huge for us.  This is a daunting task in change management to ensure new employees have access.