Set up a workspace

Tech admin

Any Gong plan*
Admin Center > Settings > Workspaces

Create or update a workspace

1. Go to Workspaces and click Add workspace.

2. Enter a name and description for your workspace.

3. Under AI Transcriber, select the preferred translation language for AI-generated content such as briefs, and for summaries exported to the CRM.

4. Click Save or Update.

Assign users to the workspace (automatic provisioning)

1. In the Admin center, click Team members provisioning.

2. Automatically give provisioned users access to the new workspace by creating or editing their provisioning assignments. For more information, see Provisioning team members.

Assign existing users to the workspace (manual provisioning)

1. In the Admin center, click Team members.

2. Update the data capture and permission settings for the relevant team members so that they have access to the new workspace.

   Tip:

   You can set up business admins with permissions to manage the new workspace.

3. If you need to move data like calls or folders, see this article: Move calls to another workspace.

Set up the new workspace

• Create or update business settings in the new workspace, such as permission profiles, trackers, call categories, scorecards, and custom vocabulary.

• To create new topics or to change the data retention period, contact your CSM or Gong Support.