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GAINSIGHT ADMIN USER MANAGEMENT 2024 Exam Review Questions and Answers 100% Pass
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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.
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. Viewer + Analytics License ___________ ____________ 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. This license is typically assigned to Executives/CXOs and Functional leaders from Marketing and Sales. 3 User Load Types Manual Entry- Users can be created in Gainsight manually with some important details like First Name, Last Name, Username, Email ID and License Type. Via CSV File- Users can be loaded in bulk using a CSV file. Admins can add any headers in the CSV file but the following headers are required for a user to be created: User Name First Name Last Name Email From an External System - Users can be imported from External Systems such as Salesforce, Microsoft Dynamics 365, Slack, Zendesk and Hubspot using Connectors. Permission Bundles
Once Gainsight is configured to authenticate via ____________, 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 ____________ 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.