A permission profile is a set of instructions that define what a team member can see and do in Gong or per 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.
The following 3 profiles are provided “out-of-the-box”:
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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.
To change the default call settings, do the following:
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Go to the Permission Profiles page.
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Click the Collaborator profile.
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Scroll down to the Call actions section.
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Choose the actions Collaborators can perform on calls.
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Standard Team Member - In addition to all capabilities that collaborators have, standard team members can score calls, use the mobile app recorder, and access Deals, Coaching, Activity, Insights, and more.
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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 call deletion. This profile can also be given permission to create and manage folders and streams, including adding calls, editing, moving, copying, and archiving.
To grant business administrators additional permissions, do the following:
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Go to the Permission Profiles page.
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Click the Business Admin profile.
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Scroll down to the Library section, and check the Update and archive company folders and streams this profile has access to option.
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Repeat this procedure for each new customer.
New customers working with Gong Forecast may see two out-of-the-box forecast permission profiles:
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Forecast Business Admin profile - Defined with the same settings as the Business Admin profile, and also allows the user to access the Forecast page and set up the Forecast board.
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Standard Forecast Team Member profile - Defined with the same settings as the Standard Team Member profile, and also allows access to the Forecast page.
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All out-of-the-box profiles can be edited and deleted. Profiles can only be deleted when they are not assigned.
Go to Set up a permission profile to set up a profile and learn exactly what is governed by a profile.