Actions you can do for team members

Who is this for?

Once you've added a team member, you can edit their notifications, send a welcome email, import their call history, disable (or enable) them, and impersonate them. To perform these actions on individual team members:

1. Click Company settings > Team members. 

2. Click the name of the team member you want to perform an action on to open the individual's settings panel. 

3. In the top right corner, click and choose from the available actions:

Edit notifications

Team members can get notifications on the following: 

• Call summary

• Daily digest

• Weekly digest

• Stream alerts

• Saved filters alerts

• Comments on calls

• Forecast: get a reminder when your forecast is due

• Tips and tricks on how to use Gong

Send welcome email

If you didn't send a welcome email when adding a team member, send it at any time. The welcome mail includes information on how to sign in to Gong.

Import call history

View the log of the team member’s calls imported to Gong.

Disable (and enabling) team member

Disabling a team member prevents them from logging into Gong, but doesn't remove related captured data, such as recorded calls. Any call they scheduled to record is still recorded for the first hour after you disable them.

If you manage your team members with automatic provisioning, deactivate the team member in your IDP, so that they are then automatically deactivated in Gong. For more information, see Provisioning team members.

You cannot delete a team member from Gong.

If you want to re-enable the team member, select Enable team member. 

Log in as a team member

You can impersonate a team member to take actions on their behalf, or see what they see in Gong, to help you troubleshoot.