Available permission settings

• ALL: Gives access to all available calls.

• THEIR MANAGER'S TEAMS: Gives access to any call that their manager and other team members with the same manager participated in, whether as a host, invitee, or attendee. This includes the entire hierarchy tree under that team member's manager.

• THEIR TEAM: Gives access to any call that one of their team participated in, whether as a host, invitee, or attendee. This includes the entire hierarchy tree under that team member.

• THEIR OWN: Gives access only to calls they participated in, whether as host, invitee, or attendee.

• SPECIFIC TEAM MEMBERS: Create a custom list of people whose calls team members with this profile can access. Start typing the names of individuals, and select the team member from the list. If you select a team leader, the team leader and the entire hierarchy tree under them are included.

• ALL: Gives access to all available emails.

• THEIR MANAGER'S TEAMS: Gives access to any email thread that their manager and other team members with the same manager are part of. This includes the entire hierarchy tree under that team member's manager.

• THEIR TEAM: Gives access to any email thread that one of their team is part of. This includes the entire hierarchy tree under that team member.

• THEIR OWN: Gives access only to email threads they are part of.

• SPECIFIC TEAM MEMBERS: Create a custom list of people whose email threads team members with this profile can access. Start typing the names of individuals, and select the team member from the list. If you select a team leader, the team leader and the entire hierarchy tree under them are included.

• Folders: Create, edit, and archive folders in the Company Library you selected above. Editing includes deleting, renaming, copying, and moving folders.

• Calls in folders: Add or archive calls in the Company Library you selected above.

• Streams: Create, edit, and archive streams in the Company Library and Your Library.

  Access to this permission requires the purchase of a Professional seat. See paid subscription.

• Folder sharing: Share folders in Your Library with other team members. Members will be able to add calls to the shared folder. Access to this permission requires the purchase of a Professional seat. See paid subscription.

• ALL: Gives access to all deals.

• THEIR MANAGER'S TEAMS: Gives access to their own deals, and deals owned by their manager and everyone reporting up to their manager.

• PEOPLE WHO REPORT TO THEM: Gives access to their deals and deals owned by everyone reporting up to them.

• THEIR OWN: Gives access to their own deals only.

• SPECIFIC TEAMS: Create a custom list of people whose deals team members with this profile can access. Start typing names of individuals, and select the team member from the list. If you select a team leader, the team leader and the entire hierarchy tree under them are included.

• ALL: Gives access to all stats.

• THEIR MANAGER'S TEAMS: Gives access to their own stats, and the stats of their manager and everyone reporting up to their manager.

• PEOPLE WHO REPORT TO THEM: Gives access to their own stats, and the stats of everyone reporting up to them.

• THEIR OWN: Gives access to their own stats only.

• SPECIFIC TEAMS: Create a custom list of people whose stats team members with this profile can access. Start typing names of individuals, and select the team member from the list. If you select a team leader, the team leader and the entire hierarchy tree under them are included.

• ALL: Gives access to all stats.

• THEIR MANAGER'S TEAMS: Gives access to their own stats, and the stats of their manager and everyone reporting up to their manager.

• PEOPLE WHO REPORT TO THEM: Gives access to their own stats, and the stats of everyone reporting up to them.

• THEIR OWN: Gives access to their own stats only.

• SPECIFIC TEAMS: Create a custom list of people whose stats team members with this profile can access. Start typing names of individuals, and select the team member from the list. If you select a team leader, the team leader and the entire hierarchy tree under them are included.

• Score calls : Gives the ability to score calls. You need a Gong professional seat to activate this permission. See Plans and seats.

• Download call media: Gives people an easy way to download call media directly from the call page.

  Note

  Enabling this action can potentially infringe data protection & privacy regulations.

• Share calls with customers: Lets people share calls with customers and other people in your company who don't use Gong. Manage the call access in the Data protection & privacy settings page. Go here for more information.

• Manually schedule & upload: Lets people use the Schedule and Upload options on the Gong homepage, record calls ad hoc on the Gong mobile app, and to record calls forwarded to assistant@gong.io. You need a Gong professional seat to activate this permission. See Plans and seats.

• Set calls they own as private: Lets call owners restrict access to their calls by setting the call as private. For more info on private calls, go here.

• Trim part of the call: Allows call owners to trim parts of their own calls.

• Delete calls: Lets people delete individual calls from the call page.

• Delete emails: Lets people delete emails from the account page. They can only delete emails that they have access to, according to the settings above.

• Conversations: Gives access to the Conversations tab.

  • Search: Gives users the ability to search in conversations and calls

  • Library: Gives access to the library

• Deals: Gives access to the Deals page. You need a Gong professional seat to activate this permission. See Plans and seats.

  If selected, give additional permissions:

  • Create, edit, and delete boards

• Forecast: Gives access to the Deals > Forecast tab. You need a Forecast seat to activate this permission. See Plans and seats.

  If selected, give additional permissions:

  • Manage the forecast board and upload targets: Gives the ability to set up the Forecast board, for example when to lock forecasts. Read more about setting up the board.

• Account: Gives access to the account pages.

• Coaching: Gives access to the Coaching pages. You need a Gong professional seat to activate this permission. See Plans and seats.

• Insights: Gives access to the Insights page. You need a Gong professional seat to activate this permission. See Plans and seats.

  • Team: Gives access to the team page

  • Initiatives: Gives view access to Initiatives

    • Create, edit and delete boards: Gives the user full read/write permissions to the Initiative boards.

  • Market: Gives access to Market Insights

• Activity: Gives access to the activity page. You need a Gong professional seat to activate this permission. See Plans and seats.

Scope:

• View forecasts: Lets people view forecasts.

• Edit forecasts: Lets people edit forecasts.

• Edit targets: Lets people edit forecast targets.

Applies to:

• All: Gives access to everyone's forecasts / ability to edit everyone's targets.

• Their manager’s team: Gives access to their own forecast / edit their own target, and forecasts/targets owned by their manager and everyone reporting up to their manager.

• People who report to them: Gives access to their own forecast / edit their own target, and forecasts/targets owned by anyone reporting up to them. 

• Their own: Gives access to their own forecast / edit their own target only.

• Specific team members: Create a custom list of people whose forecasts can be accessed or edited by team members with this profile. Start typing names of individuals, and select the desired individual from the list. If you select a team leader, the team leader and the entire hierarchy tree under them are included.

• Import CRM fields into Gong: Team members can import CRM fields into Gong. These fields will be available to everyone in the organization, just as they are if they are added by a tech admin.

• Update CRM fields in Gong: Team members can update fields that have already been imported into Gong. Updated fields are synced back to the CRM.

• Manage general business settings: Gives the ability to set the various Gong analysis optimization functionalities, such as trackers, Whisper, and more (go here for the complete list).

  You need a Gong professional seat to activate this permission. See Plans and seats.

• Scorecards: Gives the ability to create, edit, and manage scorecards. You need a Gong professional seat to activate this permission. See Plans and seats.