Gartner Usage Policy

Updated
12 July 2024

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 1 of 19

Gartner Usage Policy
Welcome to Gartner!

Thank you for purchasing a License to Gartner Research. We've created this Gartner Usage Policy(formerly the Usage Guidelines for Gartner Services) especially for you, the Licensed User. By
continuing to use and access this website, you agree to this new title. Through easy-to-understandrules and practical scenarios, the Gartner Usage Policy is intended to help you use the Gartner
Services within your contractual entitlements; and also get the most value from your Gartner
relationship.
This Gartner Usage Policy is intended to address the following areas:▪

Research Documents for Internal Use (within your company)▪

Research Documents for External Use (outside your company)▪

Inquiry▪

Usernames & Passwords

Baseline License: This Gartner Usage Policy constitutes a baseline license that is generally applicable
to Licensed Users who have purchased a subscription to Gartner Services. Where a specific Gartner
product offering includes entitlements that are different from the baseline license (i.e., additional
entitlements communicated in the Service Description or within the Research deliverable itself), theterms of that product offering will apply. Gartner reserves the right to periodically update this Gartner
Usage Policy.
Product Specific Usage: As the Gartner product portfolio continues to expand, even baseline usage
parameters may slightly vary by the type of Service the client has purchased. If a Licensed User isunclear as to how a usage parameter in this Gartner Usage Policy applies to the Service they havepurchased, they should contact their Account Representative for further guidance.
Monitoring of Usage: Please note that Gartner monitors activity on our web site, including use of ourServices by Licensed Users. If we see indications that our Services are being used outside of thisGartner Usage Policy, we may contact your company and ask you to investigate your use of theServices and provide us with information to validate that the Services are being used within yourcontractual entitlement. In the event of non-compliance, Gartner will issue notice of such noncompliance to your company. Following receipt of such notice, your company will have 30 days tocorrect the non-compliance. As it relates to use or indication of automation, regardless of the technicalmeans used, Gartner further reserves the right at its sole discretion to immediately disable theimpacted user license(s) until the concern is addressed with the client. If you wish to view thepractical scenarios, you may do so at Gartner Usage Policy. Gartner reserves the right to periodically
update the practical scenarios to address client feedback and business needs. For any questions,contact usageguidance@gartner.com.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 2 of 19

Gartner Usage Policy
Research Documents – Internal Use (within your company)

I.

While Gartner owns all right, title and interest in the Gartner Research, we are licensing it toyou, the Licensed User, under the following conditions:➢

AS A LICENSED USER, YOU MAY USE THE GARTNER RESEARCH IN THE FOLLOWING WAYS:
1. YOU MAY OPEN IT: You may open as many Gartner Research documents as you likeunder the terms of your license, provided that such opening is: (i) for your personal use,(ii) within your job, and (iii) within the scope of your Services; and meets the
CONDITIONS set forth below.
2. YOU MAY PRINT IT: You may print a Gartner Research document for your personal use inyour job role, but not for sharing with any third party either inside or outside yourcompany, provided that such printing is: (i) for your personal use, (ii) within your job,and (iii) within the scope of your Service; and meets the CONDITIONS set forth below.
3. YOU MAY SHARE IT: You may share an excerpted or derivative version of the Gartner
Research (see below), but not the entire Gartner Research document, so long as such
sharing is (i) internal within your company, (ii) in support of your job role; and meets the
CONDITIONS set forth below.
CONDITIONSa.

It is not done on a systematic or routine basis (e.g., by a Licensed User who
consistently distributes a periodic summary or excerpt of Gartner Research or who
leverages a company business process that allows non-Users to approach the
Licensed User to meet their Gartner Research needs);b. It is limited to an internal audience only of no more than 15 people;
c. It is not done with the intent or effect of avoiding the purchase of additional Userlicenses;d. It is not done by way of any scraper, robot, bot, spider, data mining, computer code,or any other automated device or intelligence, program, tool, algorithm, process or
methodology to access, index, acquire, copy, or monitor any portion of the Gartner
Research, or any data or content relating to the Gartner Research; ANDe. It is not used as input into, or for the training or development of generative artificial
intelligence (AI), machine learning algorithms or software, or other technologies tocreate any derivative works, compilations or collective works or in any manner or for
any purpose that infringes, misappropriates, or otherwise violates any intellectual
property right, or that allows any third parties to access, use or benefit from ourproprietary intellectual property in any way.

The following uses constitute ACCEPTABLE SHARING of Gartner Research:▪
EXCERPTED USE: You may include a small excerpt of Gartner Research (e.g., a few
lines of text not to exceed 5 sentences, a paragraph, or a specific graphic) in aninternal report or presentation (attributing Gartner as the source).
▪
DERIVATE USE: You may briefly summarize the Gartner Research in your own words
for your project team or senior-level decision makers (attributing Gartner as thesource). No derivative use of the Gartner Research by way of artificial intelligence or
machine learning is permitted.
The following uses constitute UNACCEPTABLE SHARING of Gartner Research:

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 3 of 19

▪
▪

II.

You may not share Gartner Research in either printed or electronic format with any
third-party individual either internal or external to your company.
You may not share Gartner Research with any third-party groups either internal orexternal to your company via email, intranet posting, or other information storage &retrieval systems.

Because Information Technology is rapidly evolving and changing, Gartner Research should
only be relied on as of a certain date and time:➢

AS A LICENSED USER, ONCE YOUR LICENSE TERM HAS ENDED, YOU MUST ADHERE TO THE
FOLLOWING RULES:
1. You must delete all soft copies of Gartner Research documents from your internal system.
Storing Gartner Research is prohibited.
2. You must destroy all printed copies of Gartner Research documents.

Best Practices for using Gartner Research

What if I want to use Gartner Research internally within my company:
For my own personal use or for a colleague?
Acceptable Use
Dawn (Licensed User) can open and access as many Gartner Research documents as she wants
within the scope of her company's purchased Service. Dawn can also print a hard copy of any
individual Gartner Research document for her personal use - so long as such use is in connection withher job role at her company.
Frank (Licensed User) has read a Gartner Research document that he would like to share with hiscolleagues, Joan and Larry. Gartner permits such sharing through its "Share" option located in the icon
bar on the Gartner Research document page. Please note, in order for Joan and Larry to access the
Gartner Research document, they must be Licensed Users with the same level of access as Frank.
Regardless of whether the recipient is a Licensed User, Gartner as a general rule does not permit the
downloading and forwarding of the PDF of the Gartner Research document.
As a summary with a small group of colleagues in a business meeting?
Acceptable UseFrank (Licensed User) read an interesting Gartner Research document on Strategic Cost
Management which he would like to share in a business meeting with 10 of his colleagues. Rather thancopying and distributing the Gartner Research document in its entirety, he summarizes the main
points in a memorandum that he provides to his colleagues. This is an acceptable use so long as (i)the summarizing is not done on a systematic or routine basis (e.g., by preparing and distributing aperiodic summary of Gartner Research), (ii) distribution is limited to an internal audience only of no
more than 15 people, (iii) it is not done with the intent or effect of avoiding the purchase of additional
User licenses, and (iv) it is not done by way of any scraper, robot, bot, spider, data mining, computercode, or any other automated device or intelligence, program, tool, algorithm, process or methodology
to access, index, acquire, copy, or monitor any portion of the Gartner Research, or any data orcontent relating to the Gartner Research.
Unacceptable Use
Dawn (Licensed User) is the only Licensed User in her department. She has the sole function ofreviewing Gartner Research documents and distributes summaries on (1) a recurring basis and/or (2)to a large number of people in her department. This is an unacceptable use because Dawn is sharing
This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 4 of 19

her summary of the Gartner Research document (1) on a systematic or routine basis and/or (2) to an
audience of non-Users that extends beyond a 15-person project team. While permitted on an
occasional and non-routine basis, Dawn's sharing in this instance is being done on a routine andsystematic basis (which eliminates the need to purchase additional User Licenses). If a Licensed Useris unclear as to what level of summarizing is permitted under a particular Service, they should consult
with their Gartner Account Representative.
As an excerpt/quote for an internal project?
Acceptable Use
Henry (Non-User) is working on a project and seeks advice from his colleague, Dawn (LicensedUser). Dawn jots down some information she learned from Gartner Research documents, including asmall excerpt from a Gartner report, and sends it to Henry. The excerpt is properly attributed toGartner.
Dawn (Licensed User) schedules a meeting with her project team and inserts one quote, consistingof 2 sentences, and one graphic from a Gartner Research document into her PowerPoint presentation.
She is careful to properly attribute Gartner per section 6.1 of the Content Compliance Policy (formerly
the Gartner Copyright and Quote Policy).
Unacceptable UseFrank (Licensed User) purchased a Gartner service that he hopes to use to compile a regular weekly"IT Newsletter" for his Non-User colleagues. His plan is to include in that newsletter excerpts fromnumerous Gartner Research documents that he believes will be of interest to the group. This is
unacceptable use. While permitted in connection with an occasional internal report, Frank's sharing
may not be done on a routine or systematic basis (which eliminates the need to purchase additional
User Licenses). If a Licensed User is unclear as to what level of excerpting or quoting is permitted
under a particular Service, they should consult with their Gartner Account Representative.
As the entire Gartner Research document or summaries for my colleagues in a way that isaligned to my entitlements?
Acceptable Use
Dawn (Licensed User) is working on a strategic initiative for her company's management. As part ofthis short-term project, she needs to share pertinent Gartner Research with her Senior Managers.
Since Dawn subscribes to a product that includes the right to share a discrete number of documentsinternally within her company, she is able to share this research with her Senior Managers.
Henry (Licensed User) has been tapped to head up a new team to investigate Cloud Computing forhis company. He has found several Gartner Research documents that he would like to share with his
team at their next project meeting. Each of the Gartner Research documents that Henry wishes toshare contains a watermark with "This Research note is restricted to the personal use ofhenry.campbell@company.com." Because the service to which Henry subscribes allows him to share
10 Gartner Research documents internally, he can disregard the watermark messaging and use theGartner Research documents in the manner set forth in the relevant Service Description.
Bill (Licensed User) is responsible for conducting a technology assessment for his company. He isplanning to use the access he has through his Gartner license to download and internally share a
Gartner Research Toolkit to conduct the assessment. This is acceptable use if the Research deliverable
contains the following disclaimer: “Unless otherwise marked for external use, the items in this [Nameof Research Deliverable] are for internal noncommercial use by the licensed Gartner client. The
materials contained in this Toolkit may not be repackaged or resold. Gartner makes norepresentations or warranties as to the suitability of this Toolkit for any particular purpose anddisclaims all liabilities for any damages, whether direct, consequential, incidental or special, arising outof the use of or inability to use this material or the information provided herein.” In some instances,
the Research deliverable is intended to be shared externally and that subset is distinguished with thefollowing demarcation: “Approved for External Use — Not for Resale.”This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 5 of 19

Susan (Licensed User) has a broad range of responsibility within in her role at her organization,
which requires her both to research various topics and ensure she is aware of updates to the Gartner
research content on gartner.com. Instead of applying a script or automated technology to track theresearch, Susan creates alerts by topic matter in her profile on gartner.com under “What I Follow.”This is an acceptable use because Gartner, both in its legal terms and policies, does not permit any
scraper, robot, bot, spider, data mining, computer code, or any other automated device or
intelligence, program, tool, algorithm, process or methodology to access, index, acquire, copy, ormonitor any portion of the Gartner Research, or any data or content relating to the Gartner Research.
Further, Gartner expressly prohibits its research content from being used as input into, or for the
training or development of generative artificial intelligence (AI), machine learning algorithms orsoftware, or other technologies to create any derivative works, compilations or collective works or inany manner or for any purpose that infringes, misappropriates, or otherwise violates any intellectual
property right, or that allows any third parties to access, use or benefit from our proprietary
intellectual property in any way.
Unacceptable Use
Sally (Non-User) is responsible for numerous projects throughout the year and often seeks
information from her colleague, Frank (Licensed User). Frank researches Sally's project topics ongartner.com and forwards the relevant Gartner Research document(s) in their entirety to Sally. Eachof the documents that Frank forwards to Sally contains a watermark with "This Research note is
restricted to the personal use of frank.smith@company.com." This is an unacceptable use because
Frank does not subscribe to a product that permits this type of sharing and Sally is not a Licensed
User. In order for Sally to view a Gartner Research document in its entirety, Client should contact their
Account Representative to purchase an additional User License. The Account Representative will makesure to find an appropriate solution to meet Sally's requirement.
As part of a presentation for his project team, Frank (Licensed User) excerpts multiple graphics froma Gartner Research document and inserts full pages of the document into the appendix of his
presentation which he plans to share with his project team. This is an unacceptable use because
Gartner does not permit wholesale copying or sharing of its Research documents. Gartner does,
however, permit the internal use of small excerpts of text and single graphics from Gartner Researchdocuments, so long as (i) the excerpting is not done on a systematic or routine basis (e.g., bypreparing and distributing a periodic excerpt of Gartner Research), (ii) distribution is limited to aninternal audience only of no more than 15 people, (iii) it is not done with the intent or effect of
avoiding the purchase of additional User licenses, (iv) it is not done by way of any scraper, robot, bot,spider, data mining, computer code, or any other automated device or intelligence, program, tool,
algorithm, process or methodology to access, index, acquire, copy, or monitor any portion of the
Gartner Research, or any data or content relating to the Gartner Research, and (v) there is proper
attribution per section 6.1 of the Content Compliance Policy (formerly the Gartner Copyright andQuote Policy). Alternatively, Frank could purchase a Reprint License so that he could use the entire
document, per the terms of his Reprint License.
Because Sally (Licensed User) is the only Licensed User in her department and/or within her
company, non-Users across the company ask Sally to provide summaries, excerpts and/or simple data
points from Gartner Research for their personal business use. As a Licensed User, Sally can only
excerpt from or summarize Gartner Research on a non-routine basis. By servicing non-Users acrossher department or company, Sally's excerpting and summarizing may be viewed as routine (either
because she is leveraging a company business process that allows non-Users to approach her to fulfill
their Gartner Research needs or because she is servicing so many one-off requests from non-Users
that her use of the Service in this manner may be considered routine). These are unacceptable uses
because they have the intent or effect of avoiding the purchase of additional licenses.
As the entire Gartner Research document with a department or company wide audience in a
way that is aligned to my entitlements?
Acceptable UseFrank (Licensed User) reads a Gartner Magic Quadrant where his company is positioned in theThis Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 6 of 19

Leader's quadrant for that particular technology. Eager to display this Magic Quadrant on his
company's public facing website, Frank purchases a Reprint License of the Magic Quadrant from
Gartner. Gartner thereafter sends to Frank a formatted Reprint version of the Magic Quadrant that hemay post on his company's intranet site per the Reprint License.
Unacceptable UseFrank (Licensed User) is responsible for researching emerging technologies for his department.
When he finds a Gartner Research document of interest, he either places the document(s) in a teamfolder on a shared server or sends out a group e-mail with the attached PDF version of the
document(s). This is an unacceptable use because Gartner does not permit Licensed Users to post the
PDF version of a Gartner Research document on department or company-wide servers or team sharefolders. Frank can summarize the relevant Gartner Research document(s) for his team so long as (i)the summarizing is not done on a systematic or routine basis (e.g., by preparing and distributing aperiodic summary of Gartner Research), (ii) distribution is limited to an internal audience only of no
more than 15 people, (iii) it is not done with the intent or effect of avoiding the purchase of additional
User licenses, (iii) it is not done with the intent or effect of avoiding the purchase of additional Userlicenses, and (iv) it is not done by way of any scraper, robot, bot, spider, data mining, computer code,or any other automated device or intelligence, program, tool, algorithm, process or methodology toaccess, index, acquire, copy, or monitor any portion of the Gartner Research, or any data or content
relating to the Gartner Research. Alternatively, he can purchase a Reprint License for the relevant
Gartner Research documents.
By storing on my laptop or office computer/device?
Acceptable Use
Dawn (Licensed User) is often called upon to travel in her job role. As such, she likes to read
Gartner Research documents on her laptop computer while en route. As a Licensed User, Dawn isallowed to download a PDF version of the Gartner Research document for her personal use within herrole (where PDF capability is an option on gartner.com). As a general rule, however, Gartner does not
permit Licensed Users to download a PDF version of the Gartner Research document for the purposeof distributing to others, inside or outside of their company and regardless of whether the recipient isa Licensed User.
Unacceptable Use
Sally (Licensed User) is an administrator in the IT department of her company and is responsible forproviding research access to her department. Oftentimes she likes to forward Gartner Researchdocuments to others in her department working on key projects. To facilitate this distribution, she has
downloaded and stored a number of Gartner Research documents to a shared server. As a generalrule, Gartner does not permit the downloading and storing of Gartner Research documents on internal
storage and retrieval systems for others to access (e.g., interdepartmental servers, company-wide
intranet or bulletin boards, SharePoint or other information storage & retrieval systems).
Frank (Licensed User) has decided not to renew his Gartner license due to budget constraints. Two
weeks prior to his contract end date, Frank peruses gartner.com and downloads a large number ofGartner Research documents that he thinks he will need for future reference. All Gartner content
including Gartner Research documents is owned and copyrighted by Gartner. Client companies are
permitted to access and view the Gartner Research for the license term set forth in their Service
Agreement. Once that license term has ended, the Licensed User is no longer permitted to use orstore the Gartner Research and will be expected to delete all remaining copies of Gartner Researchdocuments on its internal systems.
And am willing to purchase additional entitlements?
Acceptable Use
Sally (Licensed User) subscribes to a Gartner for IT Leadership Team Plus: Team Leader License andis concerned because the terms in her Service Description for that product are different from thebaseline License described in the Gartner Usage Policy. In instances where a specific Gartner productThis Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 7 of 19

offering includes entitlements that are different from the baseline license in the Gartner Usage Policy,
the terms of that product offering will apply (and take precedence over the baseline License in the
Gartner Usage Policy) for the duration of Sally's Service Agreement.
For Gartner forecast and/or market share data?
Acceptable UseBill (Licensed User) is responsible for Market Intelligence. For this quarter's result only (e.g., once),
he would like to share with his company's India country manager the Gartner market share data thatshows their #1 competitor's revenue results for the quarter in the PC market in India. Bill plans on
sharing this excerpt internally only with his company's India Country manager and will appropriately
source Gartner (i.e., stamped "company name" Internal Use Only) and send to the country manager
via email. This is an acceptable use because it's a summary-level, small excerpt of data from a
Gartner market share report reflecting no more than five (5) competitors, is done on an ad hoc basis(one-time only) and is for occasional use (one-time only) by an individual non-User (the India country
manager).
Frank (Licensed User) is looking to provide his product marketing team of three (3) people theforecast data for mobile devices for an upcoming strategy meeting. His PowerPoint presentation
includes three (3) years of forecast data for two (2) segments and he will appropriately source Gartner(i.e., stamped “company name” Internal Use Only). This is an acceptable use because it's asummary-level, small excerpt of data from a Gartner forecast report, is done on an ad hoc basis (onetime only) and is for occasional use (one-time only) by an internal audience only of no more than 15
people.
Unacceptable Use
Susan (Licensed User) is the only Licensed User in her Marketing department. She has the solefunction of preparing Competitive Analysis for her company. She primarily supports the productmanagement executives. She is repeatedly asked (i) for more than a summary data excerpt OR (ii) to
import or otherwise enter Gartner Market Share data into an internal data warehouse or other internal
system OR (iii) to post the data set, summaries of the data or excerpts of Gartner Market Share to hercompany's internal intranet or external website. Each of these is an unacceptable use because Susan
is being asked to share Gartner Market Share data on a systematic or routine basis, or import GartnerMarket Share Data to an internal data warehouse or other system/tool or post Gartner Market Sharedata on a company intranet or external website (i.e., the i, ii and iii requests referenced above). For
proper use of Gartner Market Share or Market Forecast data contact usageguidance@gartner.com.
REMINDER: This is a baseline license that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 8 of 19

Gartner Usage Policy
Research Documents - External Use (outside your company)

We welcome you, the Licensed User, to open as many Gartner Research documents as you like: foryour personal use within your job and within the scope of your Service.
Gartner Research documents cannot be shared (a) outside your company, or (b) via email, internet
posting, or other external information storage & retrieval systems.
If your job role requires you to share Gartner Research outside of your company, you may:▪

Excerpt or reference with prior written approval from Gartner Content Compliance, here, andin accordance with the Gartner Content Compliance Policy (formerly the Gartner Copyright andQuote Policy).

▪

Purchase a Reprint License for External Use. Contact the Reprints team for more information
on Reprint Licenses.

Best Practices for using Gartner Research

What if I want to use Gartner Research outside my company...
As a Gartner approved excerpt/quote for an external use?
Acceptable UseFrank (Licensed User) is planning a presentation at a local business seminar and wants toincorporate into his PowerPoint quotes from a Gartner Research document. Prior to the presentation,
Frank consults the Content Compliance Policy (formerly the Gartner Copyright and Quote Policy) andsubmits his request to Gartner Content Compliance, here, for approval of his proposed use of the
Gartner quotes. Following receipt of the Gartner approval, Frank delivers a knock-out presentation.
Sally (Licensed User) is not sure how much Gartner content she is allowed to excerpt/quote orotherwise reference in his upcoming article he is publishing for an IT conference. She is struggling
with how much he is permitted to quote or reference under the Gartner Content Compliance Policy(formerly the Gartner Copyright and Quote Policy). Wanting to be in compliance, Sally reviews thepolicy and submits a request to Gartner Content Compliance for guidance and approval, here.
Unacceptable Use
Dawn (Licensed User) who is responsible for issuing her company's press releases, incorporates
content from a Gartner Research document into the company's press release without first obtaining
written approval from Gartner. This is unacceptable because the Content Compliance Policy (formerly
the Gartner Copyright and Quote Policy) requires that all external use of Gartner content receive priorwritten approval from Gartner. Dawn should review the policy and contact Gartner Content
Compliance, here, for pre-approval.
And am willing to purchase a Reprint License to share the entire Gartner Researchdocument outside my company?

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 9 of 19

Acceptable Use
Laura (Licensed User) is the head of Public Relations and recently purchased a Reprint License which
provides her with distribution rights to a Magic Quadrant in which Gartner placed her company in the
Leaders quadrant. Laura would like to share the evaluation with her prospects and clients. After
working with and receiving approval from the Gartner Reprints team for the promotional language inher e-mail, Laura may send her email (containing the link to the Reprint) to her prospects and clients.
Everyone thoroughly enjoyed reading the Magic Quadrant report in its entirety.
Dawn (Licensed User), an Analyst Relations director at her company, purchases a Reprint License ofa Vendor Rating Gartner Research document where her company is favorably positioned. Dawn shares
the Reprint externally in accordance with the terms of her company's Reprint License with Gartner.
Unacceptable UseFrank (Licensed User), who works for a Public Relations firm, is responsible for researching
technology trends on behalf of his clients. When he finds a Gartner Research document of interest hesends to his clients a group e-mail with the copyrighted PDF version of the document(s) as an
attachment. This is an unacceptable use because Gartner does not permit Licensed Users to forward
via e-mail a PDF version of a Gartner Research document. While Frank cannot share the full Gartner
Research document via his group e-mail, he does have two choices; he may either (i) purchase a
Reprint License so that he could use the entire document, per the terms of his Reprint License, or (ii)select a few key sentences from the Gartner Research document to share via his group e-mail. If
Frank opts for choice (ii) he should contact Gartner Content Compliance, here, with his draft e-mailcontaining the few key sentences. Once he receives approval from Gartner Content Compliance, he
may then e-mail the approved quote to his Clients provided that this quoting is done on a non-routine
basis.
REMINDER: This is a baseline license that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 10 of 19

Gartner Usage Policy
Inquiry

We welcome you to call us if you are a Gartner Licensed User with Inquiry Service.
You may use our Inquiry sessions (or written responses, as applicable and approved) to discuss:▪

Key questions or decisions you, as the Licensed User, are facing directly in your role▪

Interpretation of Gartner Research▪

Document reviews of business-related documents (up to twenty (20) pages max including its
attachments)▪

Proposal reviews for technology purchases such as IT outsourcing proposals (up to twenty(20) pages max per proposal including its attachments)

Non-Users, inside or outside the Client company, may not participate on Inquiry sessions or receive
copies of written responses. For the avoidance of doubt, “participate” in this context means NonUsers:▪

May not physically attend an Inquiry session▪

May not listen in to an Inquiry session▪

May not record or transcribe an Inquiry session by any means

NOTE: Inquiry session notes may be shared with other individuals so long as (i) the sharing is notdone on a systematic or routine basis; (ii) distribution is limited to an internal audience only (e.g.,
project teams of no more than 15 people; and (iii) it is not done with the intent or effect of avoiding
the purchase of additional User licenses.
Inquiry entitlements beyond the baseline service described hereunder may vary by service purchased(not all Services include Inquiry entitlement). For additional guidance on your service-specificentitlements, please consult your account representative.

Best Practices for using Inquiry

What if I want to use Inquiry...
Do all Gartner Services offer access to Gartner Inquiry?
Acceptable Use
After reading a Banking and Investment Services Gartner Research document, George (LicensedUser) would like to speak with the Gartner Industry Research expert who authored it to ask somesecond-level questions regarding the information he read. Since George has the necessary Advisorlevel access with his Industry Advisory Services License, George may ask Gartner to schedule an
Inquiry session with the relevant Gartner Industry Research expert.
This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 11 of 19

Unacceptable Use
Sally (Non-User) must provide guidance to her senior leadership team on how to best restructure
their network and communications systems. Sally's colleague, Frank (Licensed User) schedules an
Inquiry session; Sally participates in his place. This is unacceptable use because Non-Users may notparticipate on Inquiry sessions. Frank may, however, take notes on his Inquiry session and sharethose notes with Sally on an ad hoc basis; or alternatively, the company may contact their AccountRepresentative to purchase a User License for Sally so that she can participate in her own right on
Inquiry sessions. The Account Representative will make sure to find an appropriate solution to meet
Sally's requirement.
Who can join me on an Inquiry session?
Acceptable Use
George (Licensed User) is working with a group of colleagues, all of whom have Advisor-level
licenses for Industry Advisory Services. They are launching a project related to gaining a competitiveedge in the global manufacturing market. In preparation for the launch, George would like to schedule
an Inquiry session with an Industry Research expert to better understand the key issues. This is anacceptable use of Inquiry, as all participants have an Advisor-level license for Industry Advisory
Services.
Dawn (Licensed User) subscribes to the IT Leadership Team solution, and her company has
designated her as the Leader Licensed User. She and her IT Leadership Team Members areassessing a potential vendor and need to speak to a Gartner Research expert regarding the vendor
selection process. As the Leader, Dawn schedules the Inquiry session for herself and the IT Leadership
Team Members. This is an acceptable use of Inquiry, as i) the Team Leader must schedule and attend
the session, and the Team Members who are Licensed Users may lead the discussion or posequestions to the expert on behalf of the team, provided all such questions and discussions advance
the Team Leader’s agenda, and ii) Inquiry call topics are limited to experts and Research deliverables
associated with the Service.
Unacceptable UseFrank (Licensed User) is an Enterprise Architect who is responsible for multiple projects throughout
the year. Frank likes to have other colleagues join him in his Inquiry sessions to ensure that there isconsensus and that all relevant questions are answered during the session. Sometimes, Frank invites
a large group of participants to these Inquiry sessions, none of whom has the Advisor-level or teamlicense required for participation. This is an unacceptable use of Inquiry sessions, because only
Licensed Users with the correct access level for the relevant service may participate in Inquiry
sessions. If Frank wants to have other colleagues participate with him in Inquiry sessions, Frankshould contact his Account Representative who will help Frank find an appropriate solution to meet his
requirements.
Sally (Licensed User) is an administrator in the IT department of her company and currently
subscribes to an Advisor-level license for Industry Advisory Services. Often times she sets up Inquiry
sessions for others in her department working on key projects (i.e., regardless if the other person is a
non-User or Licensed User with a different level of access). Sally never joins the Inquiry sessions. As ageneral rule, participation in Inquiry sessions is limited to Licensed Users who are entitled to Inquiry
for the same type of service under their company's contract with Gartner. Non-Users, inside or outside
the Client company, may not participate in Inquiry sessions.
Dawn (Licensed User) is an Analyst Relations professional and has scheduled an Inquiry session to
discuss a new product launch. Dawn would like to invite Non-Users to participate in the Inquiry
session. She promises that they will only listen and not engage with the Gartner Research expert. Thisis an unacceptable use of Inquiry sessions, because (i) only Licensed Users with the correct accesslevel for the relevant service are permitted to participate, attend, or listen to an Inquiry session; and(ii) Non-Users are prohibited from both (a) physically attending an Inquiry session or (b) listening into an Inquiry session.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 12 of 19

John (Licensed User) is a Product Development professional and has scheduled an Inquiry session to
discuss a product strategy for which he is collaborating with a third-party vendor. John would like toinvite Sally (Licensed User) from the third-party vendor to participate in the Inquiry session. This isan unacceptable use of Inquiry sessions, because Inquiry sessions are strategic conversations limited
to the Gartner Research expert(s) and the Licensed User(s) from the single client company only.
Licensed User(s) from other companies may not participate.
What may I share from the Inquiry session and who may I share it with?
Acceptable Use
George (Licensed User) is assigned to a project team and schedules an Inquiry session with Gartner
for additional insight on a subject. George may take notes during the Inquiry session and share thosenotes internally with his colleagues on the project team. Sharing notes from an Inquiry sessioninternally with colleagues on a project team is an acceptable use so long as (i) it is not done on asystematic or routine basis; (ii) distribution is limited to an internal audience only (e.g., project teams
of no more than 15 people; if it is more than that please consult usageguidance@gartner.com for
additional guidance); and (iii) it is not done with the intent or effect of avoiding the purchase ofadditional User licenses.
Dawn (Licensed User) has read a Gartner Research document for her upcoming vendor selection
process. Dawn noticed that Gartner has not published any research for 3 years on the vendor that she
is considering. Since Dawn has a Gartner for IT Leaders Advisor license that entitles her to Inquiry,
she schedules an Inquiry session with the Gartner Research expert to determine how that vendor isfaring in the marketplace. The Gartner Research expert may provide Dawn with up-to-date data andinsights to help her in the selection process. Also note: the Gartner Research expert may notrecommend that specific vendor to the client for selection.
John (Licensed User) is the CIO for a small company in a smaller geography. He is responsible for
implementing an ERP system and has read an interesting Gartner Research document, but he isuncertain as to whether the advice provided in the Gartner Research document applies to his
company. Since John subscribes to the Gartner for IT Executives CIO product, he schedules an Inquiry
session to ask for additional guidance beyond what is published in the Gartner Research document.
The Gartner Research expert may provide John with recommendations and information to consider sothat John has greater insight to make an informed ERP selection.
Unacceptable Use
Dawn (Licensed User) is responsible for numerous cost-cutting initiatives in her company's IT
department and would like to work with a Gartner Research expert to set up an Inquiry session to
discuss her company's detailed cost-cutting strategy and conduct an in-depth discussion to establish
priorities and estimated time frames. Since this request requires additional research and/or thedevelopment of supporting material by the Research expert, it cannot be fulfilled in a 30-minuteInquiry session. Alternatively, Dawn may purchase from her Account Representative a Strategic
Advisory Services (SAS) Internal Advisory Session.
John (Licensed User) contacts Gartner to schedule an Inquiry session about Camera Depot and thelatest developments in digital SRL cameras, a vendor and topic that Gartner does not cover in its
Research. In this case, John must look elsewhere for guidance on this particular vendor and topic.
May I record or transcribe Inquiry sessions?
Unacceptable UseFrank (Licensed User) schedules an Inquiry session to discuss a Gartner Research document on"Green IT Strategies." Frank wants to record the Inquiry session so that he can share the information
he learns with a key group of managers within his company. This is an unacceptable use because
Gartner does not permit clients to record or transcribe Inquiry sessions. While Frank may sharepersonal notes he takes during the Inquiry session, a verbatim recording of the Inquiry session is not
permitted.
This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 13 of 19

Ben (Licensed User) subscribes to a Gartner license with Inquiry privileges and schedules an inquiry
session with a Gartner Research expert. He wants to ensure he captures everything the Gartner
Research expert states during the session, therefore, he leverages a conversational artificial
intelligence tool to transcribe his session into a recorded/transcribed conversation. This is
unacceptable use because Gartner does not permit Inquiry sessions to be recorded or transcribed byany means. Instead, Ben may take his own notes of the Inquiry session for his future reference.
What if product purchased has different Inquiry entitlements from Gartner Usage Policy?
Acceptable Use
George (Licensed User) subscribes to an Executive Programs Leadership Team License and isconcerned because the terms in his Service Description for that product are different from the baseline
License described in the Gartner Usage Policy. In instances, where a specific Gartner product offering
includes entitlements that are different from the baseline license in the Gartner Usage Policy; theterms of that product offering will apply for the duration of George's Service Agreement.
Sally (Licensed User) is a Product Manager that subscribes to a Product Management & Marketing(PMM) License with Advisor-level access and would like to speak with a Gartner Research expert about
the latest Forecast: Enterprise Application Software Worldwide document and would like to ask somequestions about the information in the document. Sally may ask Gartner to schedule an Inquiry
Session with a relevant Gartner research expert since Market Analysis & Statistics content is entitledthrough the licensed Research deliverables of her Service.
Unacceptable UseJohn (Licensed User) is a Product Manager that subscribes to a Product Management & Marketing(PMM) License with Advisor-level access and would like to speak with a Gartner Research expert toask some questions related to challenges he is having specific to innovation and portfolio management
to help guide his organization’s strategy based on market insights in this area. This is an unacceptable
use of Inquiry, because the call topic falls outside of the licensed research deliverables of PMM, which
does not entitle Product Management role-based content. Inquiry call topics are limited to the licensed
Research deliverables of the Service.
Ben (Licensed User) is a Product Manager that subscribes to a Gartner for Product Team (GPT)
Leaders License with Advisor-level access. Ben would also like to invite George (Licensed User), whoworks within the same organization. George is also a Product Manager but subscribes to a ProductManagement & Marketing (PMM) License with Advisor-level access. This is unacceptable use because
George is not entitled to participate on the GPT Team Inquiry, as the topic falls outside of George’s
licensed Research deliverables of PMM. Inquiry call topics are limited to the licensed Researchdeliverables of the Service assigned to the Licensed User.
How may I share Research expert written responses and who may I share them with?
Acceptable Use
Dawn (Licensed User) subscribes to a Gartner license with Inquiry privileges. Instead of schedulingan Inquiry session, she has requested and received permission from Gartner for the Research expert
to provide a written response to her question. Dawn would like to share the Research expert’s written
response with her CIO. A Licensed User may excerpt from or summarize in their own words a
Research expert’s written response and share that excerpt or summary internally within their company
only, so long as (i) the excerpting or summarizing is not done on a systematic or routine basis (e.g.,by preparing and distributing a periodic excerpt or summary of Gartner Research); (ii) distribution islimited to an internal audience only of no more than 15 people; and (iii) it is not done with the intent
or effect of avoiding the purchase of additional User licenses.
Unacceptable UseFrank (Licensed User) subscribes to a Gartner license with Inquiry privileges. As part of a vendor
selection process he is working on, he requests the Gartner Research expert to provide a written
response regarding the pros and cons of doing business with a particular vendor. Frank decides toThis Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 14 of 19

share the Research expert’s written response with that vendor. This is an unacceptable use of
Research expert written responses, which are confidential and intended solely for use by the Licensed
User. Any external sharing of a Research expert’s written response is in violation of Gartner policy.
Is it permissible for me to share a confidential vendor proposal with the Gartner Researchexpert?
Acceptable UseFrank (Licensed User) subscribes to a Gartner Service with Inquiry privileges including Proposal
reviews. He would like to request the Gartner Research expert to conduct a Proposal review of his
upcoming vendor renewal. Frank is concerned that he may be violating the confidentiality provision in
his existing vendor contract. Frank should follow the guidance of his legal team in determining
whether the terms of his existing contract permit him to share the document with professional
advisors who are bound to confidentiality agreements with their clients.
May I use Inquiry for a Document or Proposal review?
Acceptable UseFrank (Licensed User) is gearing up for his strategic marketing plan presentation to his senior
management. He has prepared a 15-page presentation that he would like for the Gartner Researchexpert to review. If Frank subscribes to a license with the appropriate Inquiry entitlements, he mayleverage an Inquiry session for a Document review. As a general rule, Gartner Research experts willconduct Document reviews specific to Requests for Proposal (RFP), marketing or business plans, andother business-related documents. The document size may not: (i) exceed 20 pages, or (ii) include
any attachments because it is not practical for Gartner or useful to Frank for the Research expert totry to analyze and discuss more than 20 pages during an Inquiry session. Further, it is not a legal
service and Gartner will not provide any written responses, redline markups or line-by-line pricing
analysis.
Dawn (Licensed User) is preparing her strategy for an upcoming IT outsourcing negotiation andwould like to determine if there is an opportunity to improve the business terms of the proposal. If
Dawn subscribes to a license with the appropriate Inquiry entitlements, she may leverage an Inquiry
session for a Proposal review. As a general rule, Gartner Research experts will conduct reviews specificto unsigned pricing proposals; business terms and conditions; and negotiation strategies. However,the proposal size may not: (i) exceed 20 pages, or (ii) include any attachments because it is notpractical for Gartner or useful to Dawn for the Research expert to try to analyze and discuss morethan 20 pages during a discrete Inquiry session. Further, it is not a legal service and Gartner will notprovide any written responses, redline markups or line-by-line pricing analysis.
Unacceptable Use
George (Licensed User) is in the early stages of preparing to negotiate a software renewal which is a
100-page proposal and includes several attachments. He would like to leverage his Inquiry entitlement
and schedule a Gartner Research expert to review and discuss the proposal in its entirety; however,given the 20-page restriction, he intends to schedule a series of Inquiry sessions with the same ordifferent Gartner Research expert(s) to review and discuss 20 pages at a time. This is an unacceptable
use of Inquiry because Proposal reviews are limited up to 20 pages max per document including its
attachments. It is not practical for Gartner or useful to George for the Research expert to try toanalyze and discuss more than 20 pages during a discrete Inquiry session. Further, if George were to
break up the review amongst multiple Research experts it would lack consistency or continuity a onetime discreet review would deliver. Lastly, it is not a legal service and Gartner will not provide any
written responses, redline markups or line-by-line pricing analysis. Should the proposal and its
attachments exceed 20 pages, contact your Account Representative regarding Gartner Consulting’sContract Optimization Service or the purchase of a Strategic Advisory Services (“SAS”) engagement.
John (Licensed User), the CMO of his company, is developing sales collateral and messaging before
taking his new product to market. He would like to schedule an Inquiry session to ensure the value
proposition is messaged correctly for his company’s target markets. Even though the sales collateralThis Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 15 of 19

and messaging is under the 20-page limit, John would also like to include additional referencematerials for the Gartner Research expert to review. This is an unacceptable use of Inquiry because
Document reviews are limited to the document itself (up to 20 pages) and no additional referencematerials will be reviewed. It is not practical for Gartner or useful to John for the Research expert totry to analyze and discuss more than 20 pages during a discrete Inquiry session. Further, it is not alegal service and Gartner will not provide any written responses, redline markups or line-by-line
pricing analysis. Should the document you wish to be reviewed include any additional referencematerials, you may contact your Account Representative to purchase a Strategic Advisory Services(“SAS”) engagement.
Dawn (Licensed User) would like for Gartner to review an important hardware proposal for an
upcoming renewal. She would like the Gartner Research expert to review the proposal in its entirety
however it exceeds 20 pages. To get around the 20-page limitation, Dawn is considering tosignificantly modify the formatting of the contract. This is an unacceptable use of Inquiry because
Proposal reviews are limited up to 20 pages max per document including its attachments. It is notpractical for Gartner or useful to Dawn for the Research expert to try to analyze and discuss morethan 20 pages during a discrete Inquiry session. Further, it is not a legal service and Gartner will notprovide any written responses, redline markups or line-by-line pricing analysis. Should the proposal
you wish to be reviewed exceed 20 pages and or include any additional reference materials, you may
contact your Account Representative regarding Gartner Consulting’s Contract Optimization Service or
the purchase of a Strategic Advisory Services (“SAS”) engagement.
REMINDER: This is a baseline license that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 16 of 19

Gartner Usage Policy
Usernames & Passwords

As a Licensed User, you will receive a unique Username and Password, which is for your personal use
only, and may not be shared inside or outside your company/agency. For government clients,
company may include agencies responsible for the oversight and administration of specific functions.
There are two exceptions where your Username and Password may be reassigned to another withinyour company:▪

If your job responsibilities substantially change so that you no longer require access to the
Gartner Services; or▪

If you permanently leave your company; and▪

So long as it is not done with the intent or effect of avoiding the purchase of additional Userlicenses

NOTE: When your company substitutes a Licensed User, the new Licensed User must be located in thesame country as the original Licensed User. Where not possible, please consult your AccountRepresentative to purchase an additional User license locally.
NOTE: When your company designates Licensed Users based in the United States, your company
acknowledges and agrees that those licenses are offered, sold, provided and serviced solely byGartner, Inc.
NOTE: In situations where your company desires to assign a license to a contractor/sub-contractor▪

The contractor must be a full-time equivalent, meaning they have a company assigned email
address, company business cards and function for all intents and purposes as a full-time
employee (as opposed to a temporary contractor for a discrete term);▪

Company must contractually agree to pass on to contractor the Gartner Usage Policy and to beliable in the event of any misuse or non-compliance with the Services;▪

Contractor must agree to only use the Services for your company (i.e., the company thatissued the license);▪

In no instance is it ever acceptable for a Licensed User to share their Username and Password
with the contractor; and▪

Upon termination of the contractor's service term with your company please arrange toreassign the User License to another within your company per Gartner Usage Policy referenced
above.

Best Practices for proper use of your Username and Password

Why must my Username be my email address?

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 17 of 19

Acceptable Use
Martha is a newly designated licensed user (Licensed User). Since Usernames must be personal to
the Licensed User, either Martha’s e-mail address at her company or her proper name may be used forher Username.
Unacceptable UseJohn Baker, a newly licensed user (Licensed User), has recently been assigned a Gartner Core
Research Advisor License. John requests that his Username reference the name of his department or
his department's generic e-mail address. This is an unacceptable use because Usernames must be
personal to the Licensed User and may not reference a company department or departmental e-mailaddress. An acceptable Username in this scenario is John Baker, or john.baker@client_company.com.
When is it acceptable to assign a new person to an existing license (i.e., swap out
Username & Password)?
Acceptable Uses
Judy (Licensed User), an IT manager at Client company, leaves Client company to accept
employment elsewhere. At Client's request, Gartner will issue a new Username and Password to a
substitute Licensed User designated by Client company.
Dawn (Licensed User) leaves the IT department of her Canadian-based company and accepts
another position in that company that does not require her to access Gartner Research. At Client's
request, Gartner may issue a new Username and Password to a substitute Licensed User designatedby Client company provided such Licensed User is also based in Canada.
Sally (Licensed User) is about to take maternity leave for three months and would like to reassign
her license to John while she is on leave. If a Licensed User is out on medical leave, Gartner will allow
a license transfer to a different individual so long as (i) the Licensed User is on medical leave greaterthan 30 consecutive days, and (ii) the license is transferred back to the original Licensed User upon
their return from medical leave.
Unacceptable UsesFrank (Licensed User) offers to assist his colleague Sally (Non-User) on her work-related project bypermitting Sally to log on to gartner.com using his Username and Password. In order for Sally to log
on to gartner.com, she would need to have her own User License. Client should contact their AccountRepresentative to purchase an additional User License. The Account Representative will make sure tofind an appropriate solution to meet Sally's requirement.
Frank (Licensed User) is part of an IT team along with colleagues, Sally and Kate (each, a NonUser). Frank administers the Gartner Licenses on behalf of his team. Although Frank's job has notsubstantially changed, he thinks that Sally could benefit from access to Gartner Research. Frankassigns his Username and Password to Sally for the duration of the project; and when the project iscompleted, Sally reassigns the Username and Password to Frank. Frank (Licensed User) thenassigns his Username and Password to Kate (Non-User) so that she may access the Gartner
Services. This is an unacceptable use because Gartner does not permit systematic "recycling" of asingle Gartner User License.
Pat (Licensed User) has a broad range of responsibility within in her role at her organization andconfirmed she benefits from her Gartner access across all topic areas she covers. After next week,some of her responsibilities will be shifted to George (Non-User) and she has requested her licensebe transferred to him given the change in responsibilities. It is a requirement that Gartner validate thechange in responsibilities, confirming existing against new responsibilities to determine the continued
need for Gartner access. This is an unacceptable use because Pat confirmed she benefits from her
Gartner access across all topic areas she covers, including those that will remain with her, even aftersome responsibilities are transferred to George. Instead, Pat’s organization should procure thenecessary license(s) to address George’s need for Gartner access.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 18 of 19

REMINDER: This is a baseline license that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline license that is generally applicable to Licensed Users who have purchased a
subscription to Gartner Services. Where a specific Gartner product offering includes entitlements that are different from thebaseline license, the terms of that product offering will apply. Gartner reserves the right to periodically update this Gartner Usage
Policy. 2024 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 12-JULY-2024
Page 19 of 19