Add or edit a team member

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This article explains how to add or edit a team member manually. You can also add team members automatically using team member provisioning.

1. Click Company settings > Team members.

2. Do one of the following:

   • To add a new team member: click ADD A TEAM MEMBER.

   • To edit an existing team member: click their name.

   • To edit settings for a team at once: click next to the manager name (appears on hover).

3. In the Personal details section, enter the following:

   • First name

   • Last name

   • Email address

   • Additional email addresses: Add any additional email addresses that are aliases to the primary email. associated with this user. Gong verifies that email addresses are not associated with another user.

   • Trusted authentication email: The email address associated with the Gong trusted account, which enables the team member to switch between different accounts without authenticating. For more details, see Enable log in to multiple Gong instances.

   • Phone number

   • Extension

   • Mobile number

   • Time zone

   • Locale: Used to define regional settings such as language, the first day of the week, number and currency formatting.

   • Job title

   • Manager: The team member’s direct manager. Important for setting team hierarchy.

     Note

     When updating the organizational hierarchy, it can take up to a couple of hours for it to update across Gong, for example in the call filters and Activity page.

4. In the Seats section, set the team member’s seats. The seats you assign affect which actions the team member can do in Gong. For more details, see Plans and seats.

5. In the Workspaces and permission section, set:

   • Home workspace: Calls the team member hosts are automatically associated with this workspace.

   • The permission profile for each workspace in your organization

   • Whether this person is a technical administrator or not. Technical admins can view and configure company settings in Gong.

6. In the Data capture section, set the data capture options:

   • Web conferences:

     1. Record web conferences: Records the user's web conference calls.

     2. Don’t record web conference: Web conference calls the user hosts aren’t recorded, but calls they attend where the host is recorded are recorded.

     3. Never record: Web conference calls this team member attends won’t be recorded, even if other attendees on their calls are set to be recorded.

     4. Set all future web conferences as private

   • Web conference interview

     1. Record interviews coordinated: Records interviews the user coordinated

     2. Never record interviews invited to: Interviews the team member is invited to are not recorded, regardless of other attendee settings.

   • Non-recorded meetings: Set whether or not to import meeting details, such as the time and length, of meetings that weren’t recorded.

   • Telephony system calls: Set whether or not to import recorded calls made on telephony systems.

   • Email import:

     1. Import emails: Imports the team member’s sent and received emails. 

     2. Don’t import emails: Emails sent or received won’t be imported, but emails the team member is cc’d or bcc’d on will be imported.

     3. Never import emails Never import emails the team member sends or receives, even if other people on the email are set to have emails imported.

     For more information on handling unwanted emails, go here.

   • Gong Connect: Set whether or not to enable the team member to make recorded calls made via Gong Connect.

7. Set the Recording settings as follows:

   1. Voice identification: If voice identification is enabled for your company, you'll see whether the team member has opted in. If Gong has at least 2 mono telephony calls with a minimum of 2 minutes of recorded speech, we can typically identify the voice of the team member/ Read more about voice identification here

   2. Recording and consent: Set the consent profile for the team member. 

   3. Dynamic link, Static link, Zoom personal meeting room link: These are used when the team member sets up meetings. Read more about the different types of consent links in Gong here.

   4. Associated Meeting URLs: Enter the team member's Personal Meeting URL. If the team member has multiple URLs, write each one on a separate line. This enables us to associate a meeting link with this person.

   5. Languages spoken during calls: Set the languages the team member speaks, and select the default language to be used when we can’t detect the language spoken in a call. For more, see Set spoken languages.

8. When adding a new team member, you'll also see a Welcome Email section. Select whether you want to send a welcome email or not. If you choose not to send the email when you add the team member, you can send it at a later date via the in the team member's setting page.

9. Click Add team member or Save changes.