Is restricting who can see various Layouts/Views on the roadmap?
None
We'd like to be able to permission specific "Gainsight" tab layouts and Customer tab dropdowns. We have several views we don't want some users to see
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Right now this is not something that our product handles but it is something we have heard from other customers. I am going to make this a product idea so that our product team can review and provide you with feedback. They will probably have some follow up questions for you too!
I'm not sure about Harris' preferences, but it would be great for our team if we could moderate access to certain Dashboards in the Gainsight tab. For example, CSMs wouldn't be able to see the CEO's Executive dashboard or one of the manager dashboards. It would also be nice of CSMs could create their own personal reports & dashboards that they could give themselves access to that others couldn't see.
I don't think we have any desire to restrict creating/modifying/viewing playbooks -- just reports and dashboards. Thanks!
https://community.gainsight.com/gainsight/topics/available-dashboards-based-on-profile
https://community.gainsight.com/gainsight/topics/dashboards-private-dashboards-for-success-operation...
As mentioned in the above threads, ability to set view permissions to a dashboard for a user will be available in Feb release.
Thanks!
It's great that we can lock dashboards. Is it currently possible to lock UI views on the Customer's Tab? If not is that on the roadmap?
I have a customer who does not want CSMs to be able to see any customers that they do not manage.
Thanks!
We are thinking of building this soon and would love your feedback on the thoughts we have regarding this. Please refer this post and post your comments - https://community.gainsight.com/gainsight/topics/multiple-c360-layouts
Thanks
Abhishek S
As you might have seen in the release notes for November, we have released the first version of Multiple C360 Layouts. You can see the detailed description with the steps to do it here - https://support.gainsight.com/hc/en-us/articles/235626068.
We would love to hear your feedback and comments regarding how we can make it better.
Thanks
Abhishek S