Change Document for Permission Bundle

Overview

The Permission Bundles feature enables admins to easily set up various permissions in Gainsight for users based on their roles in the organization, including Navigation, Survey, Email Template, and Program Permissions. Admins can only create new permissions for Full License user types and they rely on default permission bundles for Viewer and Viewer Analytics user types. Additionally, admins are currently unable to clone existing permissions, and the user experience is not intuitive. The Permission Bundle redesign offers an enhanced user experience and greater customization, with a more intuitive design, flexible access controls, and efficient configuration options.

Key improvements and enhancements include:

• Redesigned User Experience
• Permission Bundle Customization for Users
• Efficient Configuration with Cloning
• Rename of Default Admin Bundle
• Full License Permissions for Full License Users

For more information, refer to the Permission Bundles article.

Redesigned User Experience

Old Experience:

The following screen displays the old user interface of the permission bundle.

New Experience:

The redesigned interface of Permission Bundles makes navigation and management more user-friendly, facilitating easier access and control over permissions.

Permission Bundle Customization for Users

Old Experience:

Previously, admins were unable to create new customized bundles for Viewer or Viewer Analytics license users; only the default bundles for these license types were available. New bundles could be created only for Full license user types, as there were no options available to select the Viewer or Viewer Analytics users.

New Experience:

In addition to the default Viewer and Viewer Analytics license permission bundles, admins can now create customized permission bundles for Viewer and Viewer Analytics paid license types. They can define and customize module access within these licenses and assign users to these bundles. This allows for precise control over what each user can access and do in Gainsight.

Efficient Configuration with Cloning

Old Experience:

In previous experience of Permission Bundles, admins were not able to duplicate existing bundles and reuse them. They had to create a new bundle each time.

New Experience:

The ability to duplicate existing permission bundles enables administrators to quickly replicate configurations and save significant time.

Rename of Default Admin Bundle

Old Experience:

Previously, the default admin permission bundle names for each license type were as follows:

New Experience:

The default admin permission bundle names for each license type have been renamed as follows:

Full License Permissions for Full License Users 

Old Experience:

Previously, Default Viewer and Default Viewer Analytics permission bundles could be assigned to Full license type users. 

New Experience:

With this enhancement, Default Viewer and Default Viewer Analytics permission can no longer be assigned to Full license users. Full license users can only have the default or custom full license permissions.

Note: Full license users who currently have Default Viewer and Default Viewer Analytics Permission bundles assigned will continue to retain them until an admin manually updates their permissions.