Who's it for: Tech admin
Where to go: Click Company settings > Company > Workspaces
Create a new workspace
In the Workspaces page, click Add workspace.
Enter a Name and Description for your workspace.
Click Save.
Assign users to the workspace (automatic provisioning)
In the Company settings page, click Team members provisioning.
Automatically give provisioned users access to the new workspace by creating or editing their provisioning assignments. For more information, see Provisioning team members.
Assign existing users to the workspace (manual provisioning)
In Company settings, click Team members.
Update the data capture and permission settings for the relevant team members so that they have access to the new workspace.
Tip:
You can set up business admins with permissions to manage the new workspace.
If you need to move data like calls or folders, see this article: Move calls to another workspace.
Set up the new workspace
Create or update business settings in the new workspace, such as permission profiles, trackers, call categories, scorecards, and custom vocabulary.
To create new topics or to change the data retention period, contact your CSM or Gong Support.