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GAINSIGHT ADMIN NXT
CERTIFICATION: USER MANAGEMENT
2024 Exam Review Questions and Answers
100% Pass
What are the steps for managing users in Gainsight? - Answer>> 1. Load Users
- Assign permissions
- Send Welcome email The type of license a user is assigned determines what a user can access in Gainsight. A. True B. False - Answer>> A. True Viewer license is a PAID license. Users with Viewer licenses can only view pages assigned to them as part of the Viewer Permission Bundle. This license is typically assigned to Support Representatives, Project Managers, Service Managers, Executives, New-logo Sales, and Channel Partners. - Answer>> Full license is a PAID license. Users with Full 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. - Answer>> Internal Collaborator 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 Internal Collaborator license can't login to Gainsight and can't access Sally. - Answer>> External license is a FREE license and can't be assigned to any user by Administrators. A user with External license will be created when C/R360 or a Success Plan is shared with a Person/Contact record. - Answer>> Viewer+ Analytics is a PAID license that provides users with additional exclusive access to Horizon Analytics, CX Center, Dashboards, Renewal Centre and Adoption Explorer. Users can view insights across the entire customer base or segments instead of only specific customers.
A. True B. False - Answer>> A. True Users with Viewer and Viewer+ Analytics licenses are automatically assigned permission bundles by default. A. True B. False - Answer>> A. True During the user load from a CSV file, the CSV file should have the license types clearly written. The license type must be written with an underscore. For example, if the license type is Internal Collaborator, it must be written as Internal_Collaborator for the users to be loaded. - Answer>> During the user load from an external system, all active users from an external system will be loaded into Gainsight with an Internal Collaborator license. - Answer>> What are Permission Bundles? - Answer>> An administration feature which enables an admin to easily set up different permissions for users. Permissions are a collection of settings that grants users access to various applications in Gainsight. Every permission bundle consists of how many types of permissions? A. One
B. Three C. Two D. Four - Answer>> D. Four Navigation permissions Survey permissions Email template permissions Program permissions Navigation Permissions allow a user to do what? - Answer>> View pages or sub-pages of Gainsight Survey Permissions allow a user to do what? - Answer>> Design, distribute, analyze and administer surveys. Email Template Permissions allow a user to do what? - Answer>> Design and administer the email templates. Program Permissions allow a user to do what? - Answer>> Design, distribute, analyze, and administer programs. What is the system defined Permission Bundle that is automatically assigned to users with Viewer license? - Answer>> VIEW_GROUP
SAML authentication - Answer>> SAML Authentication allows the users to login to Gainsight via Identity Providers (IdP), such as Okta, SSO, Salesforce, etc. Once Gainsight is configured to authenticate via SAML, users who want to access Gainsight will no longer be prompted to enter a username or password. Instead, an exchange between Gainsight and the configured IdP occurs that grants Gainsight access to the users. GSuite authentication - Answer>> GSuite Authentication enables users to login to Gainsight NXT by entering their username, provided users have already logged-in to their Google accounts. If the user is not logged-in to their Google account, user will be redirected to the login page of the Google account where the user needs to enter the Google account credentials.
