Who is this for?
Once you have added a team member, you can do actions such as import their call history, disable the team member and edit notifications.
To perform team member actions:
-
Click your username and select Company Settings > Team members.
-
Click the name of the team member you want to perform an action on to open the team member details.
-
In the top right corner, click
and choose from the actions available:
Team members can get notifications on the following:
-
Call summary
-
Daily digest
-
Weekly digest
-
Stream alerts
-
Saved filters alerts
-
Comment on calls
-
Forecast: get a reminder when your forecast is due
-
Tips and tricks on how to use Gong
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.
Disabling a team member prevents them from logging into Gong, but does not 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.
Comments
0 comments
Article is closed for comments.