A permission profile is a set of permissions that define what a team member can see and do in Gong or in each workspace.
Assign a permission profile to each team member when setting them up. Create multiple profiles to customize permissions for different types of user in your company. You have the following out-of-the-box permission profiles:
-
Collaborator: Collaborators can listen to calls, receive alerts, have the ability to access and edit call libraries, to search, make comments, topics, and access the timeline for individual accounts. This profile is intended for people who don't need to leverage the full power of Gong. By default, due to licensing issues, this profile cannot use the assistant@gong.io to record one-off calls. To change the default settings, go to the Permission Profiles.
-
Standard team member: In addition to all the capabilities that collaborators have, standard team members can score calls, use the mobile app recorder, and access Deals, Coaching, Activity, Insights, and more.
-
Business admin: In addition to the capabilities that standard team members have, business admins can access data optimization, Whisper, and scorecard settings; and can perform other admin actions, such as delete calls. This profile can also be given permission to create and manage folders and streams, including adding calls, editing, moving, copying, and archiving.
-
If you have a Gong Forecast seat, you may see these out-of-the-box Forecast permission profiles:
-
Business Admin - Forecast: Includes the same permissions as the Business Admin profile, and also allows the user to access the Forecast page and set up forecast boards.
-
Standard Team Member - Forecast: Includes the same settings as the Standard Team Member profile, and also inlcudes access to the Forecast page.
-
Out-of-the-box profiles can be edited, duplicated, and deleted. Profiles that are assigned to users cannot be deleted. To learn more about what actions are governed by profiles, and how to set them up, see Set up a permission profile.
Another role in Gong is the technical administrator. This role is not set in the permission profile area, but via the Team members page. Learn more
Comments
0 comments
Article is closed for comments.