Provision team members from Rippling

Who can do this? Tech Admin small label

When setting up provisioning, ensure that you assign the necessary Gong seats for your team members. If you enable settings that require a seat, but don't assign the seat, the features won't be available for those team members. Once the seat is assigned the permissions and settings will be enabled for the team members.

Supported features

Push new users: New users created in Rippling will also be provisioned in Gong
Push user updates: Updates made to the user's profile in Rippling will be pushed to Gong
Push user deactivation: Deactivating the user or disabling the user's access to the application through Rippling will deactivate the user in Gong
Push user reactivation: Reactivating a user in Rippling will reactivate the user in Gong
Push groups: Push existing Rippling groups and their memberships to Gong, which are then mastered by Rippling

Step 1: Configure Rippling in Gong

Go to your company settings page > PEOPLE area > Team Member Provisioning.
Select Rippling as the provisioning source.
A default assignment is set up where team members imported with this assignment are not assigned any seats, data capture capabilities or permissions. You can edit this or set up assignments for different teams.
Create an assignment to assign data capture, workspace, and permission settings to Rippling groups:
1. In the Assign settings area, click ADD ASSIGNMENT.
2. Give the assignment a name.
3. In the Rippling groups area, select the Rippling group you want to define the settings for.
4. Select the Gong seats you want users in this group to have assigned to them.
  
  Note
  
  Ensure you assign the Gong seats required for the permissions and other settings included in the assignment.
5. In the Workspaces and permissions area, set the permissions profile for each workspace in your organization.
6. In the Data capture area, select which data should be captured and imported to Gong. For details see About managing team members.
7. In the Update settings area, define how settings can be managed for this assignment:
  - Select Manual editing to manage data capture and permission settings for users in this assignment in Gong.
    
    After you create the assignment: if you make changes to group settings in Rippling, they will not be pushed to Gong. However, you can edit the group settings manually in Gong.
  - (Recommended) Select Automatic updates to give Rippling governance over data capture and permission settings in Gong.
    
    Define data capture and permission settings in Gong only when creating an assignment. Thereafter, other changes will only be applied to users in groups with this assignment when pushed from Rippling.
8. Click ADD ASSIGNMENT.
In the Manager's provisioning settings area:
1. Select Notify direct managers with recorded teams when a new team member is imported to keep your team managers in the loop.
2. Select Managers can turn data capture on or off for their team to give your team managers some autonomy.
Tip

For more information, see "What are Manager's provisioning settings" in the FAQ for team member provisioning article.
Click Update to save your settings.

Step 3: Map user attributes

Configure the fields for the people you want to provision in Gong.

Make sure that the following mandatory fields are configured for all the users you want to provision in Gong:
- Given name
- Last name
- Primary email (Note that the email domain must match your company primary domain, otherwise the user won't be imported)
The following fields are optional, but it’s highly recommended to configure them for your users before provisioning in order to avoid the need for manual updates:

Note

Provisioned fields cannot be edited manually. If you leave a field empty, it can be manually set once in Gong. Thereafter, this field cannot be changed.
- Phone number:
  - (865) 365-1900
  - (212) 575-1994 ext 3437
  - (317) 251-0700 ext. 468
  - (202) 903-2585 x2991
  - (206) 324-1800 x 229
  - 540.946.4600 Ext. 143
- Primary Phone Ext: Enter the extension number
- Secondary Email: If users have more than one work email address, configure this field. If you need more, you can define these in Rippling so they get added in Gong.
- Private Email: If users have a private email, configure this field.
- Title: Enter the user's job title
- Manager Email: Enter the manager's email address. Without this field, Gong cannot build your org's hierarchy.
- Manager Full Name: In the format firstname lastname, e.g. John Doe. If you do not have the manager email, make sure this field is populated with the manager's full name. If neither this field or the Manager ID field are defined, Gong cannot automatically build your org hierarchy. Note that, if there's more than one manager with the same name, Gong can't set the manager for the user and you'll have to set this manually in Gong.
- Time zone: Use any of the values from the TZ Database Name column in the following wiki link:
  
  https://en.wikipedia.org/wiki/List_of_tz_database_time_zones
- State or Province: Enter the full state or province name, or two letter code according to the following ISO codes:
  - US: ISO 3166-2:US
  - Canada: ISO 3166-2:CA
  - Australia: ISO 3166-2:AU (for Australia the state code can be 2 or 3 letters)
- Locale: Use the following format: en-US. If you don’t define a locale for a user, they are assigned en-US by default. This field is used in Gong to identify the user weekend in order to avoid sending notifications when the user is not working.

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