Set up a permission profile

Create a permission profile

Click your user name and select Company settings > Permission profiles.
Click ADD PROFILE.
Give a name and description to the new profile.
Define the permission settings for the profile.

Go here for details on each of the available settings.
Click ADD PROFILE.
To make the profile the default new team members are assigned, in the Permission profiles page, click the actions menu and select Set as default.

Duplicate a permission profile

You may need to duplicate profiles, for example, if you're adding team members to Gong and want to assign them profiles similar to existing ones. Rather than copying permissions from an existing profile to a new one, you can duplicate an existing profile, tweak it, and then reassign as needed. This reduces errors and saves time.

Navigate to your company’s Settings page, and click Permission profiles from the People section.
Hover over the By column of the profile you want to duplicate and click .
Select Duplicate.
Create a new profile name and description.

Assign the permission profile to a team or team member

Once you have set up your permission profiles, you can assign them either to individual team members or to a team. For details see Add or edit team members or Change team settings.

Menu

Create a permission profile

Duplicate a permission profile

Assign the permission profile to a team or team member

Comments

CONFIDENTIAL