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Change Document for Permission Bundle

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Gainsight NXT

 

This article helps admins learn about the changes in Permission Bundles as part of the redesigned experience.

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:

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.

Permission Bundles screen with bundle names, modification details, descriptions, user counts, search bar, and add button for new bundles

New Experience:

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

Permission Bundles screen listing bundles by name, description, license type, bundle type, user count, with search and configure options at the top

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.

Permission Bundles customization screen for 'bundle 1,' with fields for name, description, and expandable sections for permissions settings

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.

New Permission Bundle setup screen showing license type selection (Viewer_Analytics), access permissions configuration, and navigation buttons

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.

Permission Bundles screen with options to assign users, edit, or delete a bundle, accessed through a dropdown menu next to each bundle

New Experience:

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

Permission Bundles screen with a dropdown menu offering options to assign users, edit permissions, or duplicate a bundle

Rename of Default Admin Bundle

Old Experience:

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

License Type Old Permission Bundle Name

Full

DEFAULT_BUNDLE

Viewer

VIEW_GROUP

Viewer Analytics

VIEWANALYTICS_GROUP

Partner 

DEFAULT_PARTNER_BUNDLE

Permission Bundles screen showing a list of default bundles with names, descriptions, license types, bundle types, user counts, and permission levels

New Experience:

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

License Type New Permission Bundle Name

Full

Default Admin Permissions

Viewer

Default Viewer Permissions

Viewer Analytics

Default Viewer Analytics Permissions

Partner 

Default Partner Permissions

Permission Bundles screen displaying default bundles with names, descriptions, license types, bundle types, user counts, and configured permissions

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. 

User Management screen showing License & Permission settings with Full License type and selected permission bundles, including an option to add more bundles

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.

User Management screen showing License & Permission section with Full License type, assigned permission bundles, and option to add more bundles

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.