This action is really useful for changing data capture settings for a team in bulk (or you can also make the change one by one).
-
In your company settings page, click Team Members.
-
In the team members table, next to the relevant person, click
, and select one of the following:
-
Change data capture settings for... (person's name) to make changes to an individual
-
Change data capture settings for... (person's team) to make changes to a manager and their team
-
-
Make the required changes to the individual or team:
-
Web conferences: Record or do not record web conferences. If you want to make sure this person/team never gets recorded, set that here.
-
Telephony system calls: Import recorded calls made on telephony systems to Gong.
-
Email import options: Select whether or not to import emails sent or received by the individual/team, or whether to never import their emails.
-
Gong Connect: (open beta) Select whether or not the team members can use Gong Connect - learn more
-
-
Do one of the following:
-
If your org has multiple workspaces, assign a home workspace, and a permission profile per workspace. For more information, go here.
-
To change the current permission profile, select a new one from the list.
-
-
If making changes to a person's team, click Apply to individual contributors to restrict changes to people who are not managers under the selected person's hierarchy.
-
Click APPLY.