GAINSIGHT ADMIN – VALUIZE WITH COMPLETE SOLUTIONS ALREADY GRADED A+
User Management is the process through which users are loaded, assigned permissions, and provided a login method to access Gainsight. Users are people who use Gainsight directly or indirectly. Direct Users CSMs (Customer Success Managers), Sales Executives, and Administrators Indirect Users people using an instance of gainsight who are external to your organization. 3 Steps of User Management Load users, assign permissions, send welcome emails. Viewer License _____________ is a paid license. Users with a _____________ license can only view pages assigned to them as part of the __________ Permission Bundle (VIEW_GROUP). This license is typically assigned to Support Representatives, Project Managers, Service Managers, Executives, New-logo Sales, and Channel Partners. Full License _____________ is a paid license. Users with a _____________ license will have access to products based on the Permission Bundles assigned to them and they can be assigned any Permission Bundles based on the requirement. This is typically assigned to Customer Success Managers, Account Managers, Technical Account Managers, and Renewal Managers. Internal Collaborator License ____________ ______________ is a free license and can be assigned to users within an organization who do not use Gainsight directly but need to collaborate with other internal teams . Users with this license can only be included in specific events such as Timeline. This license is typically assigned to Sales, Services, and Marketing teammates Users with a _____________ _____________ license can't login to Gainsight and can't access Sally. External License _______________ is a free license and can't be assigned to any user by Administrators. A user with a _______________ license will be created when C/R360 or a Success Plan is shared with a Person/Contact record.
Written for
- Institution
- Gainsight Admin
- Course
- Gainsight Admin
Document information
- Uploaded on
- November 18, 2023
- Number of pages
- 31
- Written in
- 2023/2024
- Type
- Exam (elaborations)
- Contains
- Questions & answers
Subjects
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