This path will walk you through the setup for a Viewer license. This permission set gives access to the Account/Opportunity widgets (also known as the Team View), which includes the ability to create/edit Timeline activities, as well as view reports, scorecards, milestones, and the C360/R360 for individual accounts.
When taking the step to assign the user a permission set, be sure to select the Gainsight Limited permission set.
Note: Permission sets can be used to add permissions to a user or profile but cannot be used to take permissions away. If a user belongs to a profile that has Gainsight Admin Rights, applying the Gainsight Standard permission set will not take the admin rights away. In order to do this, you will need to edit the profile and remove those rights at the profile level.
- Add Gainsight Viewer Users
- This path will walk you through the setup for a Gainsight Viewer User. The Gainsight Limited permission set gives access to the Account/Opportunity widgets, which includes the ability to create/edit/view Timeline activities, as well as view reports, scorecards, milestones, and the C360 for individual accounts.
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