Who can do this: 
There are 5 parts to setting up users for success:
Make sure that all meeting organizers, talent team members, and other interviewers are Gong users, meaning they have been provisioned in Gong.
Learn how to add users to Gong.
Data capture (recording) rules for interviews are set up per person.
Note
You do not need to turn on any other data capture settings for interviewers or anyone who schedules interviews, unless needed for other reasons, such as recording candidate screens over your mobile. Go here for more details.
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In your company settings page, click Team Members.
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Locate the person you want to add to the recruiting workspace, and click their name.
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Find the interview-related settings in the Data capture settings section > Web conference interviews.
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For everyone that schedules interviews for others or for themselves, select Record interviews coordinated.
Typically this setting is relevant for the entire talent acquisition team.
Tip
To set this up for an entire team, click
next to the manager's name, and then select the option to change data capture settings for their team.This means that Gong will scan all calendars they have access to in order to identify interviews to be recorded.
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For anyone whose interviews should not be automatically recorded, select Never record interviews invited to.
Gong will never automatically record the interviews that include anyone where this setting is turned on.
Tip
If there is an exception and such an interview needs to be recorded, the person scheduling the interview can add assistant@gong.io to the invitation, and the interview will be recorded.
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Click Update.
We recommend setting up dedicated permission profiles for each recruitment role to stay on top of access permissions, and to easily make updates if necessary.
Note
When connecting an ATS to Gong, recruiters and managers with access permissions to the dedicated recruiting workspace are automatically given access to any interview recordings with candidates that apply to jobs they are responsible for, regardless of their profile settings.
The 3 profiles we recommend starting off with are for each member of the recruiting team, based on their role:
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Recruitment team: assign this profile to people who schedule interviews, including recruiters and talent acquisition leaders
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Manager: assign to this profile to anyone who is hiring for a position on their team
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Interviewers: assign this profile to anyone else who will interview the candidate for any particular position
To create permission profiles with recruiting settings:
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Set up permission profiles for the recruiting workspace in the usual way, but with special consideration for recruiting settings, as described in the following steps.
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In the Calls section, set the default call access permission for each profile:
We recommend the following settings as a starting point:
Profile
Setting
Reason
1
Recruitment team
All
Gives access to all recorded interviews
2
Managers
People who report to them or Specific teams
Gives access to interviews conducted by themselves and anyone on their team, or a specific team in order to provide coaching and drive alignment
3
Interviewers
Their own
Let them access their own interviews. Other interviews can be shared with them based on needs. Managers will automatically gain access to interviews for jobs that they are hiring for.
Don’t forget that people can give access to selected interviews by sharing the interview or mentioning others in comments.
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In the Call and emails actions section, give the recruitment team profile (for schedulers in particular) permission to Manually schedule & upload, so that they can always use the assistant to record interviews that would not be recorded automatically due to other settings.
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(Optional) Check Set calls they own as private in order to allow the interview host to restrict access to an interview when it’s sensitive or contains sensitive subjects.
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(Optional) Check Delete calls in order to allow people with this permission to delete an interview if needed.
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Click Save.
Tip
As you use Gong Recruiting more and more, you may consider setting up additional permission profiles for nuanced roles in the recruiting process, for different departments, and so on.
We recommend giving everyone who is part of the hiring process, from recruiters and talent acquisition to managers and interviewers, access to the recruiting workspace so they can all collaborate with one another on recorded interviews. You do so by assigning them a relevant permission profile for the workspace.
Note
(1) Anyone with access to the dedicated recruiting workspace also has access to calls shared with them, calls where they are mentioned in a comment, or calls in library folders they have access to.
This step must be completed AFTER you’ve set up permission profiles for recruiting.
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In your company settings page, click Team Members.
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Locate the person you want to add to the recruiting workspace, and click their name.
PRO TIP: To add a team, click
next to the manager's name, and then change the settings for everyone on their team. -
In the Work and permission settings section, add the recruiting workspace and assign the relevant permission profile to govern what the user can see and do in the workspace.
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Click Update.
After you have set up users in the recruiting workspace, there may be some final set up to be done by each user. Each user will be guided on how to complete their set up the first time they sign into Gong. Typically, this needs to be done by anyone who is new to Gong, and includes connecting their calendar.