Gainsight Standard EditionThis article supports Gainsight Standard Edition. This Edition is built on Gainsight's state of the art Matrix Data Architecture (MDA) platform, and is designed for customer success professionals for driving revenue, increasing retention, and scaling operations. To learn more about Gainsight Standard Edition, click here.
If you are using Gainsight Salesforce Edition, which is built on Salesforce and customer business data is stored in SFDC, you can find supporting documentation here.
Gainsight User is a standard object to store user information in Gainsight’s Matrix Data Architecture (MDA). A set of standard fields with predefined mappings are shipped by Gainsight in the GS User object. Customers can add custom fields, update the schema of custom fields, and implement Read and Join tasks (from Reporting, CoPilot, and Scorecards). Every user record in this object is assigned a GSID and it is referenced in the rest of the system. Example: CSM in Company contains the GSID of the User, etc.
Note: Users in this object may or may not have a Gainsight license but the pre-defined data in Gainsight can be shared with these users through the integrated features listed in this article.
Additional Resource: Bulk Load Account Contacts for C360 and Success Plan Sharing
Admins can view the User object in Administration > Data Management as shown below:
Gainsight User enables users to:
- Perform actions from other functionalities in Gainsight directly on GS User object.
- Access Gainsight from outside of the application. Examples: see CTA related information and to perform some actions on CTAs, to see predefined C360/R360 layouts by non Gainsight users.
Fields in Gainsight User
The Gainsight User object has the following set of System Fields and Standard Fields:
- System Fields - These fields are system generated. You can neither edit the system fields nor ingest data into them through any data ingestion channel. You cannot see the system fields in the field mappings of any connector.
- Standard Fields - these fields are provided out of the box by Gainsight. You cannot edit the standard fields. You can ingest data into these fields through the User Management page.
- Custom Fields - You can create custom fields at Administration > Data Management > User Object and also ingest data to these fields.
|Created Date||DateTime||Indicates when the record was created.|
|Modified Date||DateTime||Indicates the date when the record was last modified.|
|GSID||GS ID||GSID of a user record. For example: CSM field in the Company object has a look up to a record in the User object. This is generated automatically.|
|Company ID||GS ID||This has a lookup to Company object and it has GSID of a company record.|
|Stores the Email address of a user.|
|External ID||String||A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.|
|First Name||String||First name of a user|
|Is Active User||Boolean (True/False)||It flags whether a user is active in Administration > User Management page or not.|
|Last Name||String||Last name of a user|
|Name||String||Name of a user|
|Manager||GS ID||This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.|
|Timezone||Dropdown list||It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).|
|Is Super Admin||Boolean (True/False)||It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders. Super Admins have access to everything.|
|System Type||Dropdown list||Either Internal or External. A user is identified as an internal user when the user is part of your organisation. A user is identified as an external user when the user is part of your customer’s organisation. To enter external user information into User object, user’s organisation should have a record in the MDA object Company.|
Admins can view the list of fields in User object in Administration > Data Management > [Click the object User] as shown below:
Channels to ingest data into Gainsight User
You can enter user records into the Gainsight User object in the Administration > User Management page. You can ingest data by two methods: either Manually or through a CSV File. For more information on this, refer User Management.
Through Admin Configuration for Sally
Navigate to Administration > User Management > AVATARS > Avatar Type: Slack. Admins can now add new users from Slack into Gainsight User object directly while configuring the Sally access to new Gainsight users. For more information, refer Admin Configuration for Sally.
If you have questions or feedback about Gainsight User object explained in this article, please share them on community.gainsight.com.