PERSUIT’s Feature Management puts feature provisioning directly in the hands of group managers to ensure the right users have access to the features that make sense for them.
In this article, you’ll learn how to:
- Navigate to Feature Management
- Configure Feature Access
- What Happens if your Org has not Opted in to a Feature
- What it Looks Like if a User Do Not Have Access to a Feature
- How to Check a User's Enabled Features
Navigating to Feature Management
First, go to Settings in the navigation menu to the left of any page.
Note: Settings and User Access > Feature Management are only manageable by users with Group Manager Access. If you do not have Group Manager access but would like to, please reach out to a fellow Group Manager for your organization.
Click on User Access in Settings.
In User Access, you’ll find Feature Management.
This is where you can view all the PERSUIT features categorized in four main groups: AI & Automation, Matters, Requests & Analytics, Market Intelligence, and My Firms.
You’ll be able to quickly see how many features within each category are enabled for your group using the # of # enabled counter to the right.
If you expand any of the categories using the arrow to the right, you can view the specific features and their configurations within the related category.
Configuring Feature Access
Group managers can enable or disable specific features for their group, within the features their organization has made available.
This can be done by using the toggle to the left of any available feature. In this example, you’ll see that Price Benchmarking is toggled on and available for all active users. If the toggle is blue, the feature is enabled for your group, if the toggle is dark gray, then the feature is disabled for your group.
When toggling on a feature for the first time, a Feature Settings window will appear where you can select which users in this group get access.
Select All Active Users if you want every user in your group to have access to the relevant feature.
If you only want a select few users to have access, press Selected Active Users.
A Select Users dropdown will appear for you to choose the appropriate users.
At the top of the dropdown, you can also press Select All to quickly select all the available users in this drop down.
In the feature’s card, you’ll be able to quickly see who the feature is enabled for - whether all active users or a select few users.
Users’ access on a feature can be updated at any time by using the Edit Access button. The Feature Settings window will appear again to be reconfigured.
Note: any feature access updates are immediately available.
What if my organization has not opted in to a certain feature?
Features unavailable to your organization cannot be configured at the group level. The feature will be completely grayed out and unconfigurable.
What if a user does not have access to a feature?
If a user doesn't have access to a feature, it will appear grayed out in the platform making it visible but unavailable. A small alert will appear informing the user that the feature is not available with their current access and to contact the CSM or PERSUIT support for more information.
Note: some features require a specific role before you can grant users access. For example, a user must have the Insights role assigned to access Insights or Business Review. View this article for more information on PERSUIT's roles & permissions.
How to Check a User's Enabled Features
You can view which features any individual user has enabled. Start in the Internal Users section of User Access.
Next, find the specific user and navigate to the Features column. You'll first see at a high-level how many features they have access to. This example show's that this user has access to 16 features.
Click on the features to expand it and view the full list of features this user can access.
If you have any additional questions, please reach out to our 24/7 Support Team at support@persuit.com.
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