View Shared 360
This article explains how end-users can view the Shared 360 (in read-only mode) with a link from the CSM/AM. This feature provides a quick snapshot of the customer’s key information. The Shared 360 is visible as a web page with optional security settings, and requires a GS or SFDC license to view.
Admins configure the Shared 360 which contains Summary, Account Attributes, Related List reports, Person, and Relationships sections.
Purpose
With the Shared 360 feature, you can:
- Stay aligned with your customer, partner, or vendor on a single source of information.
- Coordinate and prioritize the actions around a unified understanding of health.
- Access information (view only mode) outside of the Gainsight application through a web page.
- Work proactively on customer retention, expansion, and growth.
Limitations
Shared 360 feature has some restrictions. In general, Shared 360 is a read-only version of Summary, Attributes, Related Lists (Reports), and Relationships. The following table lists the limitations/restrictions.
|
Item |
Limitation |
|---|---|
| One Time Password (OTP) | End users can request the OTP a maximum of 3 times. If the OTP is expired, end-users need to send a request to the person who shared the link for a new OTP. |
|
Share layout |
The shared 360 link cannot be shared with any non-GS User. In this case, GS User refers to whether the contact's information is loaded into the GS User object. |
View Shared 360
When the 360 view is shared, a notification is sent to the recipient's email address. The email notification may include a link expiration date and OTP verification. The following image shows the Email notification. Perform the following steps to access the Shared 360 Layout:
-
Click "Click here to view" in the email notification.
Notes:
- Admin modifies the shared active links, revokes access, and performs actions to manage the layouts and links shared. When you click "Click here to view" to access a link that has been revoked, the following message will be displayed.
-
In case the link is expired or OTP access is invalid, the same message is displayed.
In both cases mentioned above, you need to contact the person (CSM/AM) who shared the link with you.
-
Click SEND to request an OTP password to be sent to the registered email ids.
-
Check the mail inbox. You will receive an email that contains the One Time Password.
IMPORTANT: This One Time Password is time-sensitive and will expire in case of repeated unsuccessful attempts. Reinitiate the access request in case the OTP is expired.
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Enter the OTP to access the link.
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If you do not receive the OTP, click RESEND.
Note: The OTP is valid for 5 minutes. If it expires, the users need to send a request to the CSM/AM to share the 360 layout again. - Click VALIDATE. You can view the shared 360 Layout page (read-only mode) that opens in a new tab.
| Note: If you have questions or feedback about the feature explained in this article, please share them on community.gainsight.com. |