Skip to main content
Gainsight Inc.

Configure Gainsight Team View (Path)

This path will walk you through the setup for Gainsight Team View. Team View empowers your cross-functional team with rich customer data and collaboration capabilities within their primary system. The Team View widget is mainly designed for users who have Gainsight Viewer License. The setup involves assigning Licenses and Viewer Permissions to users, as well as setting up the Team View on an Account or Opportunity Layout in Salesforce.

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.
Pages: 2

 

  • Was this article helpful?