Who can use this: Tech admin
Available on: Any Gong plan
Create a workspace, assign team members to it, and configure the workspace-level business settings your team needs.
Step 1: Create the workspace
Give the workspace a name, an optional description, and the default language for AI-generated content such as call briefs and CRM-exported summaries.
To create a workspace:
From the left sidebar, click Admin center.
In the Settings tab, click Workspaces under the Company card.
Click Add workspace.
Enter a name and, optionally, a description for the workspace.
Under AI Translator in the Languages card, select the preferred language for AI-generated content in this workspace.
Click Save.
Step 2: Assign team members
Assign team members to the workspace so their captured data is stored there and they can access it. You can assign them automatically through provisioning or manually through the Team members page.
Automatic provisioning
Use automatic provisioning when you manage workspace assignments through your identity provider or SCIM. New provisioned team members are automatically assigned to the workspace according to your assignment rules.
To set up automatic assignment:
From the left sidebar, click Admin center.
In the Settings tab, click Team members provisioning under the People card.
Create or edit an assignment to include the new workspace.
Note:
If a team member's workspace was assigned manually, SCIM provisioning does not overwrite it. Manual assignments take priority. Only a Gong Support engineer can force a reassignment for a manually assigned team member.
Manual assignment
Use manual assignment when you want to add specific team members to the workspace without changing your provisioning configuration.
To assign existing team members manually:
From the left sidebar, click Admin center.
In the Settings tab, click Team members under the People card.
Select the team member you want to update.
Update their data capture and permission settings to include the new workspace.
Step 3: Configure workspace settings
After creating the workspace and assigning team members, set up the workspace-level business settings. These are not created automatically when a new workspace is created.
Workspace-level settings to configure include permission profiles, trackers, topics, call categories, scorecards, custom vocabulary, retention period, and automation rules. Configure these in the workspace's settings pages after switching to the new workspace.
Tip:
Business admins can manage workspace-level settings when given the appropriate permission profile. Set up business admins in the workspace to share ongoing configuration with the right team.
Frequently asked questions
How are automatically provisioned team members assigned to workspaces?
Gong attempts to assign each provisioned team member to the workspace that matches their teammates' and manager's permission profiles and workspace permissions. If Gong cannot determine the right workspace for a team member, no assignment is made and you must configure the workspace manually for that person.
How do I move a team member from one workspace to another?
To move a team member between workspaces, update their workspace permission profiles in the Team members page: remove the permission profile for the old workspace and assign one for the new workspace. If you use automatic provisioning, update the assignment instead. Moving a team member does not automatically move their historical calls or emails. Contact Gong Support if you need historical data migrated.