Add or edit a team member

You can add team members manually or with team member provisioning. This article describes how to add a team member manually.

Click your user name in the top right corner and select Company settings > Team members.
Click ADD A TEAM MEMBER to add a new team member or click the name of the team member you want to edit.
In the Personal details section, enter the following:
- First name
- Last name
- Email address
- Additional email addresses: add any additional email addresses that are aliases to the primary email. associated with this user. Gong verifies that email addresses are not associated with another user.
- Trusted authentication email: The email address associated with the Gong trusted account, which enables the team member to switch between different accounts without authenticating. For more details, see Enable log in to multiple Gong instances.
- Phone number
- Extension
- Mobile number
- Time zone
- Locale: used to define regional settings such as language, the first day of the week, number and currency formatting.
- Job title
- Manager: the team member’s direct manager. Important for setting team hierarchy.
  
  Note
  
  When updating the organizational hierarchy, it can take from a few minutes up to a couple of hours to update across Gong, for example in the call filters and Activity page.
Set the team member’s seats. The seats available depend on your organization’s plan. The seats you assign affect which actions the team member can do in Gong. For more details, see Plans and seats.
In the Workspaces and permission section, set:
- the home workspace: calls the team member hosts are automatically associated with this workspace.
- the permission profile for each workspace in your organization
- whether this person is a technical administrator or not. Tech admins can view and configure company settings in Gong.
In the Data capture settings section, set the data capture options:
- Web conferences:
  1. Record web conferences: Records the users web conference calls.
  2. Don’t record web conference: Web conference calls the user hosts aren’t recorded, but calls they attend where the host is recorded are recorded.
  3. Never record: Web conference calls this team member attends won’t be recorded.
- Web conference interview
  1. Record interviews coordinated: Records interviews the user coordinated
  2. Never record interviews invited to: Interviews the team member is invited to are not recorded, regardless of other attendee settings.
- Non-recorded meetings: Set whether or not to import meeting details, such as the time and length, of meetings that weren’t recorded.
- Telephony system calls: Set whether or not to import recorded calls made on telephony systems.
- Email import:
  1. Import emails: Imports the team member’s sent and received emails.
  2. Don’t import emails: Emails sent or received won’t be imported, but emails the team member is CC’d or BCC’d on will be imported.
  3. Never import emails
- Gong Connect (free beta): Set whether or not to import recorded calls made via Gong Connect.
Set the Recording settings as follows:
1. Recording and consent: Set the consent profile for the team member.
2. When editing a team member:
  - See whether the team member opted in for voice identification. If Gong has at least 2 mono telephony calls with a minimum of 2 minutes of recorded speech, then we can typically identify the voice of the team member. For more information see How Gong identifies speakers.
  - Define the Dynamic link, the Static link and the Zoom personal meeting room link for the user. These are used when setting up meetings. For more details, see Consent page link types.
3. Associated Meeting URLs: enter the team member's Personal Meeting URL. If the team member has multiple URLs, write each one on a separate line. This enables us to associate a meeting link with this person.
4. Languages spoken during calls: Set the languages the team member speaks, and select the default language to be used when we can’t detect the language spoken in a call. For more, see Set spoken languages.
When adding a new team member: In the Welcome Email section, set whether to send a welcome email or not. If you don't want to send the email now, you can send it at a later date, via the action menu.
Click Add Team Member or Save changes if you are editing.

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