GAINSIGHT ADMIN USER MANAGEMENT 2024
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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.
