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    Add a consent profile
    • 17 Jun 2024
    • 1 minute read
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    Contents

    Add a consent profile

    • Updated on 17 Jun 2024
    • 1 minute read
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    Article summary

    The content outlines the process for tech administrators to customize consent settings for recording profiles. Administrators can modify the consent page, pre-call email, and audio prompt settings for each profile. It is important to review any changes made to the consent page settings after a profile has been assigned. To create a new consent profile, users should click "Add profile," then enter a name and description. If using the Gong consent page, the page must be enforced by toggling it ON. Administrators can enable the pre-call email and audio prompt by clicking "Enable" and setting them up according to their needs. To designate a profile as the default, users can select "Set as default" next to the desired profile name on the Recording consent page. This customization ensures compliance and tailored communication for each recording session.

    Where to go: Company settings > Data capture > Recording consent

    Who's this for? Tech admin

    Customize the consent page, pre-call email, and audio prompt settings for each profile .

    Note:

    Be sure to read this article if you make any changes to a consent page settings in a consent profile after it has been assigned.

    1. In the Recording consent settings page, click Add profile.

    2. Enter a name and description for the profile.

    3. If using the Gong consent page:

      • To enforce the page, toggle to ON.

      • Set up the consent page according to your needs—go here to learn how.

    4. To use the pre-call email:

      • To enable the pre-call email, click Enable.

      • Set up the pre-call email according to your needs—go here to learn how.

    5. To use the audio prompt:

      • To enable the audio-prompt, click Enable.

      • Set up the pre-call email according to your needs—go here to learn how.

    6. Click ADD PROFILE.

    7. To set as the default profile, in the Recording consent page, next to the name of the profile you want to set as profile go Button____1_.png > Set as default.

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