---
title: "How to manage team members"
slug: "add-or-edit-a-team-member"
updated: 2026-09-30T12:47:07Z
published: 2026-09-30T12:47:07Z
canonical: "help.gong.io/add-or-edit-a-team-member"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage team members

> **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](/v1/docs/about-provisioning-team-members). This article walks you through the process of managing them manually.

> [!NOTE]
> **Note:**
> 
> If you set up [automatic provisioning](/v1/docs/about-provisioning-team-members), 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](/v1/docs/plans-and-seats) assigned to them (2), their [data capture](/v1/docs/what-is-data-capture) settings (3), their home [workspace](/v1/docs/about-workspaces) (4), their [permission profile](/v1/docs/about-permission-profiles) (5), whether or not they're technical admins (6), and their [consent profile](/v1/docs/assign-a-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]
> **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?](/v1/docs/faq-for-team-member-provisioning)

**To add a team member:**

1. Click **ADD A TEAM MEMBER**.
2. 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.
3. In the Personal details section:
  1. 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.
  2. Switch on **Allow authentication via a trusted Gong account** if the email address is associated with the Gong [trusted account](/v1/docs/enable-log-in-to-multiple-gong-instances), enabling the team member to switch between different accounts without re-authenticating.
  3. 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).
  4. 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]
> **Note:**
> 
> Organizational hierarchy changes can take up to two hours to reflect across Gong.
4. In the **Seats** section, assign the team member with the relevant seats, according to your [plans and seats](/v1/docs/plans-and-seats)
5. In the **Workspaces and permissions** section:
  1. Assign a [permission profile](/v1/docs/about-permission-profiles) to the team member for each workspace they should access.
  2. Decide whether this team member is a technical admin or not.
6. In the **Data capture** section:
  1. Web conference calls: Switch on **Web conferences** to record and import web conference calls, or check **Never record** to prevent recording.
  2. Switch on **Telephony system calls** to import recorded telephony calls made by the team member.
  3. Switch on **Calendar meetings** to import the team member's calendar meetings.
  4. Switch on **Emails** to import the team member's sent and received emails, or check **Never import** to prevent importing.
7. **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.
8. **Gong Dialer**: Set whether or not to allow the team member to make calls via the [Gong dialer](/v1/docs/gong-engage-set-up-the-gong-dialer).
9. Set **Languages**: AI Translator for preferred translation language, and Languages spoken during calls for call transcription.
10. Set the **Recording settings**: Voice identification, Recording and consent profile, meeting links, and Associated Meeting URLs.
11. In the **Welcome Email** section, select whether you want to send a welcome email or not.
12. 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](/v1/docs/add-or-edit-a-team-member#add-a-team-member).

## 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.

A team member who manages and configures the Gong platform and handles CRM integrations, user provisioning, permissions, and system settings. [Find my Tech admin](/v1/docs/find-your-technical-or-business-admin).

Access to this feature depends on your [assigned seat](/v1/docs/plans-and-seats).