Question

Marking calls as private on behalf of others

  • 29 September 2022
  • 4 replies
  • 173 views
J
Badge +1

Hi there, 

I am new to Gong and loving it! Something I can’t figure out though - is there a way that as a Manager / administrator I can mark one of my team member’s recordings as “private” so that it does not get shared with the broader team?  It appears the only way to do this is if the team member is the one that marks it private. Is there not a setting or something that a Gong admin could do this? Or another alternative to be able to keep a recording in Gong to provide coaching and feedback to the individual, without sharing with the entire team?  Thanks!

4 replies

Andrew O'Driscoll
Userlevel 5
Badge +3

As you have discovered only the call owner can make a call private.  A workaround, assuming you have the tech admin permission is to:

  1. Change the call owner to you
  2. Set the call as private 
  3. Change the call owner back to the original user (so it counts against their stats etc.)

Test it and let us know.

Founder, Growment.
Stacy S
Userlevel 1
Badge

As you have discovered only the call owner can make a call private.  A workaround, assuming you have the tech admin permission is to:

  1. Change the call owner to you
  2. Set the call as private 
  3. Change the call owner back to the original user (so it counts against their stats etc.)

Test it and let us know.

Has the ability to change the call owner changed?  I am a technical admin and attempted to do this but am only allowed to change the title of the call or the opportunity mapping.  I don’t see any option to temporarily change the call owner.

M

I am able to change the owner on the call and it changed the messaging when I went to mark as Private, but I still wasn’t able to mark as private.  I’m one of a couple of technical admins on my team. 

M

Per my CSM, you can do this via a settings tweak to the Business Admin profile: 

  1. Go to company settings
  2. Permission Profiles (under people)
  3. Select 3 dots in business admin row, then hit edit
  4. Select the box for ‘Set Calls they own as private.’

I still had to make myself owner of the call after this, but I was able to mark the call as private and then reassign the original owner. 

Reply


Terms & ConditionsCookie settings