Available permission settings

Calls

Set which calls a team member with this profile can access, by selecting calls that were hosted, invited to, or attended by:

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 this profile can access. Start typing the 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.

Note

Regardless of the permission you set, any team member can access calls shared with them. This includes calls where they are mentioned in a comment and calls in library folders they can have access.

Emails

Set which emails a team member with this profile can access, by selecting emails that were sent, received, or cc'd on by:

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 this profile can access. Start typing the 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.

Library

Gong libraries contain folders and streams with Gong calls. Select the library folders and streams that can be seen and managed by team members with a specific profile.

Access to the Company Library

The Company Library refers to folders and streams available across the organization. For folders, team members will see and have access to all calls. For streams, team members will see all calls and access will be given according to the permissions set above, under Calls.

Select which library folders a person with this profile can access - none, all, or selected folders only (and select the desired folders).

Manage folders and streams

Decide how team members can manage folders, streams, and calls in the Company Library and Your Library. Your Library refers to locations where calls are shared with specific people and teams or are kept private. The Company Library refers to locations where calls are available across the organization, based on what is set above.

Set what a team member with this profile can manage in the library:

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.

Deals

Set which deals a team member with this profile can access, by selecting emails that are owned by:

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 this profile can access. 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.

What to expect

If access to a certain deal is blocked, this deal is removed from view. If the permission settings mean that a person has access to a call or email associated with a deal they do not have access to, they will have access to the call but the deal information will be hidden from them.

Coaching stats

Select which coaching stats a team member with this profile can access in the Coaching > Coaching Inbox, and Coaching Metrics tabs:

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 this profile can access. 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.

Insights stats

Select which stats a team member with this profile can access in the Insights > Team, Intiatives and Market tabs:

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 this profile can access. 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.

Call and email actions

Select the actions a team member with this profile can perform on calls and emails they can access.

Score a call : Gives the ability to score calls.
Download call media: Gives people an easy way to download call media directly from the call page. Note that 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.
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.
Delete calls: Let people delete individual calls from the call page.
Delete emails: Let people with this profile delete emails from the account page.

They can only delete emails that they have access to (according to the above setting).

Pages

Set which Gong pages a team member with this profile can access.

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.

Note that this is a paid feature. Assigning this capability means that everyone with this profile has a paid subscription.

If selected, give additional permissions:
- Create, edit, and delete boards
Forecast: Gives access to the Deals > Forecast tab.

Note that this is a paid feature. Assigning this capability means that everyone with this profile has a paid subscription.

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.
Insights: Gives access to the Insights page.

Note that this is a paid feature. Assigning this capability means that everyone with this profile has a paid subscription.
- 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.

Note that this is a paid feature. Assigning this capability means that everyone with this profile has a paid subscription.

Forecast

Set what a team member with this profile can do in Gong Forecast.

Note that this is a paid feature. Gong Forecast requires the purchase of Forecast seats. Learn more about Gong Forecast.

Set the following capabilities for forecasts, and choose which forecasts this apply to:

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 that people with this profile can access the forecast of / edit the target of. 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.

CRM

Set whether a team member with this profile can import and edit fields from their CRM. (Available for Salesforce and Hubspot)

Import CRM fields into Gong: Team members can import CRM fields into Gong. These fields will be available to everyone in the org, 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.

Business settings

Select which business settings people with this profile can manage:

General: Gives the ability to set all the various Gong analysis optimization functionalities, such as trackers, Whisper, and more - go here for the complete list.

Note that this is a paid feature. Assigning this capability means that everyone with this profile has a paid subscription.
Scorecards: Gives the ability to create, edit, and manage scorecards.

Note that this is a paid feature. Assigning this capability means that everyone with this profile has a paid subscription.

Data export

Select this option to enable people with this profile to export data, such as calls, who's listened to calls, team stats and coaching metrics to as CSV file.

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