Microsoft Entra ID provisioning setup

Tech admin and Microsoft Entra ID admin

Any Gong plan*

When setting up provisioning, ensure team members have the necessary Gong seat. Features that require seats won't be available until seats are assigned.

Set up Entra ID to provision to Gong

1. Follow step 3 of Microsoft's tutorial on configuring Gong for automatic user provisioning:  Step 3: Add Gong from the Entra ID application gallery
   To add the Gong app:

   1. Log in to your account

   2. Go to Enterprise Applications and choose New Application.

   3. Search for Gong. When you click the app, Microsoft starts adding it.

2. The following fields are mandatory when provisioning with Gong:

   • Given name: mapped to the First name for the team member

   • Last name: mapped to the Last name for the team member

   • Primary email: mapped to the Email address for the team member. The email domain must match your company primary domain, otherwise the user won't be imported.

3. 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 in Gong. If you leave a field empty, it can be manually set one time in Gong. After this, the field can’t be modified.

   • Phone number: mapped to the team member’s Phone number.  Following formats are supported:

     • (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: mapped to the team member’s Extension

   • Secondary Email: mapped to team member’s Additional email addresses. Used for additional ways to identify the user. Includes both additional email addresses and email aliases. See Primary and additional email address.

   • Private Email: If users have a private email, configure this field.

   • Title:  mapped to the team member’s Job title

   • Manager Email: (Recommended) Enter the manager's email address. This is required for building the company hierarchy.

   • Manager Full Name: In the format firstname lastname, e.g. John Doe. The manager’s full name should be provided if you can’t provide the manager’s email. 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. This method is not recommended for building the company hierarchy.

   • Time zone: Use any value from the list of time zones in List of tz database time zones.

     Note:

     Updating the user’s time zone after they have been provisioned can only be done by updating their time zone in Entra ID. Changing their country won’t change their time zone.

   • Country: Enter the country’s full name or 2 or 3 letter country code, according to ISO 3166-1 alpha-2 codes

   • 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.
     

4. Locate the group/s you want to use in Gong, and push them to Gong.

How is the timezone calculated?

Note:

• Timezone offsets (e.g. -05:00) are not supported.

• Updating the user’s time zone after they have been provisioned can only be done by updating their time zone in Entra ID. Changing their country won’t change their time zone.

Gong calculates the user timezone according to the following hierarchy:

1. Time zone attribute from Entra ID, if provided.

2. Country attribute from Entra ID, if provided.

3. State-or-Province attribute from Entra ID, in a country where timezones are different between states or provinces.

4. Default timezone, as set for the company in Gong.

Set up provisioning in Gong

1. Go to Admin center > Settings > People > Team Member Provisioning.

2. In Provisioning source, select Entra ID. 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.

3. In the Manager's provisioning settings area:

   1. Select Notify direct managers with recorded teams when a new team member is imported to send a notification by email when new team members are automatically provisioned.

   2. Select Managers can turn data capture on or off for their team to allow direct managers to change the data capture settings for their team members.

      Note: This setting lets managers enable data capture despite not being a technical admin. If you only want appointed tech admins to have this capability, make sure this box is not checked.

4. Create assignments to assign seats, data capture settings, permissions, and workspaces to team members provisioned from the Microsoft Entra ID group.

5. Click SAVE.