Who can use this: Tech admin
Available on: Any Gong plan
Where to go: Admin center > Settings > People > Team members
You can manage Gong team members manually or with automatic provisioning. This article walks you through the process of managing them manually.
Note:
If you set up automatic provisioning, manual changes made in Gong may be overwritten during the next sync with your IdP.
The team member table includes the name of the team member (1), seats assigned to them (2), their data capture settings (3), their home workspace (4), their permission profile (5), whether or not they're technical admins (6), and their consent profile (7). You can filter the list (8) by status, seats, data capture, permissions, workspace, or any other setting applied to team members, or simply search for an individual name.
Add a team member
Note:
If you can't manually edit team member settings, see this FAQ question: How do I change team member settings when manual changes aren't allowed?
To add a team member:
Click ADD A TEAM MEMBER.
In the Credits section, click the Credits profile dropdown, and select a credit profile. Team members who are not assigned a specific profile use your company's default credit profile.
In the Personal details section:
Enter the team member's First name, Last name, Email address, and Additional email addresses. Since Gong captures emails, calls, and calendar meetings connected to your email provider, all email address must be unique across all Gong instances.
Switch on Allow authentication via a trusted Gong account if the email address is associated with the Gong trusted account, enabling the team member to switch between different accounts without re-authenticating.
Enter the team member's Phone number, Extension, Mobile number, Time zone, and Locale (to define regional settings such as language, the first day of the week, number, and currency formatting).
Enter a Job title and select the team member's direct Manager. The team member's manager determines which team they are in. If you change their manager, you will change their team.
Note:
Organizational hierarchy changes can take up to two hours to reflect across Gong.
In the Seats section, assign the team member with the relevant seats, according to your plans and seats
In the Workspaces and permissions section:
Assign a permission profile to the team member for each workspace they should access.
Decide whether this team member is a technical admin or not.
In the Data capture section:
Web conference calls: Switch on Web conferences to record and import web conference calls, or check Never record to prevent recording.
Switch on Telephony system calls to import recorded telephony calls made by the team member.
Switch on Calendar meetings to import the team member's calendar meetings.
Switch on Emails to import the team member's sent and received emails, or check Never import to prevent importing.
Email export to CRM: Toggle on to export this team member's emails to your CRM. You must also enable email export for different workspaces in the CRM settings page.
Gong Dialer: Set whether or not to allow the team member to make calls via the Gong dialer.
Set Languages: AI Translator for preferred translation language, and Languages spoken during calls for call transcription.
Set the Recording settings: Voice identification, Recording and consent profile, meeting links, and Associated Meeting URLs.
In the Welcome Email section, select whether you want to send a welcome email or not.
Click Add team member.
Actions you can perform on team members
Once a team member is added, you can manage their settings and perform actions on their account. To perform an action on a team member's account, click the team member's name to open the side panel, then choose from the available actions: Edit notifications, Send welcome email, Disable team member, Enable team member, or Log in as team member.
Edit an existing team member
To edit an existing team member's settings, click their name from the team members table and follow the instructions above.
Manage all team members
From the team members main page, use the actions menu to: send team members reminders to connect their email and calendar, turn on email import for users currently recorded, export the team member list to a CSV file, or bulk edit team members.
Edit an existing team member
You can save time by making changes to the following settings for entire teams: seats, workspaces, permission profiles, data capture, the Gong dialer, and recording settings.
To change settings for an entire team: Hover over the manager's name and click the Edit team icon. Select the Individual contributors only checkbox if you want to apply changes only to individual contributors. Set the seats and other settings for the team, then save.