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How to Set Up Users and RBAC in GTM One

Learn how GTM One permissions work and how admins assign profile layouts.

Andrew MillerAndrew MillerPrincipal Product Manager

Learn how GTM One permissions work and how admins assign profile layouts.

Overview

GTM One uses the permissions your users already have. Role-based access control (RBAC) carries over from Copilot and GoToMarket Studio, so each user keeps the same permissions in GTM One that they had in those products.

You still make all RBAC changes in the ZoomInfo admin portal. The admin portal hasn't changed. You reach it through the products menu, not from inside GTM One.

Some settings are new in GTM One, such as profile layouts. Admins manage these in GTM One Settings, not in the admin portal.

For questions this article doesn't answer, contact your ZoomInfo account team (see Adding Users and Mapping Roles below).

Confirmed Permission Behavior

  • Agent Teams: Administrators can create, run, and edit agent teams. Everyone else can only view them.
  • Profile agents: Only administrators can create and customize agents on profiles.
  • Profile layouts: Anyone can personalize their own profile view. Only administrators can make a layout public, manage organization layouts, and assign layouts to other users.
  • Audiences: Each audience belongs to the user who created it and starts out private. The owner decides who else can see it or edit it.

How to Make a Layout Public

A layout must be public and active before you can assign it. You need to be an administrator to do this. The built-in ZoomInfo layouts are already available to everyone, so they don't need these steps.

  1. Open the profile menu in the lower-left corner of the page.
  2. Click Settings.
  3. In the Settings navigation, under Profiles, click Company, Contact, or Opportunity, depending on which profile the layout is for.
  4. In the row of the layout you want to share, click More actions (the three-dot icon).
  5. Click Make public. A message confirms that the layout is now shared with your organization, and the Sharing column shows Organization.
  6. If the Status column for the layout shows Draft, click More actions in its row again.
  7. Click Activate. The status changes to Active.

How to Assign a Layout to Teams or Users

The User Layouts page is only available to administrators. If you don't see it in Settings, contact your ZoomInfo account team.

  1. Open the profile menu in the lower-left corner of the page.
  2. Click Settings.
  3. In the Settings navigation, under Assignments, click User Layouts.
  4. In the left panel, select the Set team/individual layouts checkbox.
  5. Select the checkbox next to each team or person you want to assign the layout to. People synced from your CRM are listed under ZoomInfo + CRM by reporting line, and selecting a manager's checkbox also selects their whole team. People without a CRM record are listed under ZoomInfo only.
  6. In the right panel, find the card for the profile type you want (Company profile, Contact profile, or Opportunity profile) and click its Layout dropdown.
  7. Select the layout. Only public, active layouts appear in the list.
  8. Click Save changes at the bottom of the right panel.
  9. If a confirmation dialog appears, click Apply.

To select only a manager without their team, click the manager's name instead of the checkbox.

After you pick a layout, the card shows a Use this layout in the Chrome Extension too checkbox, which is selected by default, and a Users can override switch, which is off by default. The confirmation dialog appears when your change affects 50 or more people, or when it also updates the Chrome Extension layout.

How to Set the Organization Default Layout

The organization default is the fallback layout for everyone who doesn't have a layout assigned to them.

  1. On the User Layouts page, click Organization default at the top of the left panel. Make sure no teams or people are selected.
  2. On the card for the profile type you want, click the Layout dropdown.
  3. Select the layout.
  4. Click Save changes.
  5. If a confirmation dialog appears, click Apply.

Limitation: You Can't See Current Assignments

The assignment screen shows only the change you are making. It doesn't show which layout a user already has. Each Layout dropdown starts at No change, whatever layout the selected people currently have.

Adding Users and Mapping Roles

Contact your ZoomInfo account team for help with the following:

  • Giving new users access to GTM One
  • How apps and profile layouts map to your existing roles

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