Gartner Usage Policy
TaiwanUpdated
3 November 2023

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 1 of 20

Gartner Usage Policy
Welcome to Gartner!

Thank you for purchasing a subscription to Gartner Research. We've created this Gartner Usage Policy (formerly
the Usage Guidelines for Gartner Services) especially for you, the Named User. By continuing to use and accessthis website, you agree to this new title. Through easy to understand rules 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 Policy: This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named
Users who have purchased a subscription to Gartner Services. Where a specific Gartner product offering includes
entitlements that are different from the baseline policy, the terms 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 Named User is unclear as to how a usage
parameter in this Gartner Usage Policy applies to the Service they have purchased, 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 our Services byNamed Users. If we see indications that our Services are being used outside of this Gartner Usage Policy, we may
contact your company and ask you to investigate your use of the Services and provide us with information tovalidate that the Services are being used within your contractual entitlement. In the event of non-compliance,
Gartner will issue notice of such non-compliance to your company. Following receipt of such notice, your company
will have 30 days to correct the non-compliance. In the even your company fails to correct the non-compliance,
Gartner reserves the right at its sole discretion to either terminate (or limit access to) the Services or terminate theService Agreement in its entirety. As it relates to use of indication of automation, regardless of the technical means
used, Gartner further reserves the right at its sole discretion to immediately disable the impacted Named Users
until the concern is addressed with the client. Gartner reserves the right to periodically update the practicalscenarios to address client feedback and business needs. For any questions, contact usage.guidance@gartner.com.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 2 of 20

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 Named User, under the following conditions:➢

AS A NAMED 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 terms of your Services; and meets the
CONDITIONS set forth below.
2. YOU MAY DOWNLOAD IT: You may download up to 150 Gartner Research documents
over the course of a 3-month period, provided that such downloading is: (i) for yourpersonal use, (ii) within your job, and (iii) within the scope of your Services; and meets
the CONDITIONS set forth below.
3. 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.
4. 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.
CONDITIONS
a. It is not done on a systematic or routine basis (e.g., by a Named User who
consistently distributes a periodic summary or excerpt of Gartner Research or who
leverages a company business process that allows non-Users to routinely approach
the Named 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 User
entitlements.

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; AND

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 3 of 20

e.

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).

The following uses constitute UNACCEPTABLE SHARING of Gartner Research:▪

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.

II.

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

AS A NAMED USER, ONCE YOUR SERVICE 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.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 4 of 20

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 (Named User) can open and access as many Gartner Research documents as she wants within thescope of her company's purchased Service, and download up to 150 Gartner Research documents within thescope of her Service over the course of a 3-month period. Dawn can also print one hard copy of any
individual Gartner Research document for her personal use - so long as such use is in connection with her
job role at her company.
Frank (Named 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 baron the Gartner Research document page. Please note, in order for Joan and Larry to access the Gartner
Research document, they must be Named Users with the same level of access as Frank. Regardless ofwhether the recipient is a Named User, Gartner as a general rule does not permit the downloading andforwarding of the PDF of the Gartner Research document.
As a summary with a small group of colleagues in a business meeting?
Acceptable UseFrank (Named 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 than copying and distributing
the Gartner Research document in its entirety, he summarizes the main points in a memorandum that heprovides to his colleagues. This is an acceptable use so long as (i) the summarizing is not done on asystematic or routine basis (e.g., by preparing and distributing a periodic 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 theintent 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, 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.
Unacceptable Use
Dawn (Named User) is the only Named User in her department. She has the sole function of reviewing
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 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 and systematic basis (which eliminates the needto purchase additional User entitlements). If a Named User is unclear as to what level of summarizing ispermitted 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 (Named User).
Dawn jots down some information she learned from Gartner Research documents, including a small excerpt
from a Gartner report, and sends it to Henry. The excerpt is properly attributed to Gartner.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 5 of 20

Dawn (Named User) schedules a meeting with her project team and inserts one quote, consisting of 2
sentences, and one graphic from a Gartner Research document into her PowerPoint presentation. She iscareful to properly attribute Gartner per the Content Compliance Policy (formerly the Gartner Copyright andQuote Policy).
Unacceptable UseFrank (Named 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 from numerous
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 aroutine or systematic basis (which eliminates the need to purchase additional User entitlements). If a
Named User is unclear as to what level of excerpting or quoting is permitted under a particular Service, theyshould 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 (Named User) is working on a strategic initiative for her company's management. As part of thisshort-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 documents internally within her
company, she is able to share this research with her Senior Managers.
Henry (Named User) has been tapped to head up a new team to investigate Cloud Computing for hiscompany. He has found several Gartner Research documents that he would like to share with his team attheir next project meeting. Each of the Gartner Research documents that Henry wishes to share contains awatermark with "This Research note is restricted to the personal use of henry.campbell@company.com."
Because the service to which Henry subscribes allows him to share 10 Gartner Research documentsinternally, he can disregard the watermark messaging and use the Gartner Research documents in themanner set forth in the relevant Service Description.
Bill (Named User) is responsible for conducting a technology assessment for his company. He is planning
to use the access he has through his Gartner entitlements to download and internally share a Gartner
Research Toolkit to conduct the assessment. This is acceptable use if the Research deliverable contains thefollowing disclaimer: “Unless otherwise marked for external use, the items in this [Name of Research
Deliverable] are for internal noncommercial use by the Named Gartner client. The materials contained in thisToolkit may not be repackaged or resold. Gartner makes no representations or warranties as to thesuitability of this Toolkit for any particular purpose and disclaims all liabilities for any damages, whether
direct, consequential, incidental or special, arising out of the use of or inability to use this material or the
information provided herein.” In some instances, the Research deliverable is intended to be sharedexternally and that subset is distinguished with the following demarcation: “Approved for External Use —Not for Resale.”Susan (Named User) has a broad range of responsibility within in her role at her company, 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 the research, 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, or monitor any portion of the Gartner Research, or any data orcontent relating to the Gartner Research. Further, Gartner expressly prohibits its research content frombeing used as input into, or for the training or development of generative artificial intelligence (AI), machinelearning algorithms or software, or other technologies to create any derivative works, compilations orcollective works or in any manner or for any purpose that infringes, misappropriates, or otherwise violatesThis Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 6 of 20

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 informationfrom her colleague, Frank (Named User). Frank researches Sally's project topics on gartner.com andforwards the relevant Gartner Research document(s) in their entirety to Sally. Each of the documents thatFrank 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 Named User. In order for Sally to view a Gartner Researchdocument in its entirety, Client should contact their Account Representative to purchase an additional User
entitlement. The Account Representative will make sure to find an appropriate solution to meet Sally's
requirement.
As part of a presentation for his project team, Frank (Named User) excerpts multiple graphics from a
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 ofsmall excerpts of text and single graphics from Gartner Research documents, so long as (i) the excerpting is
not done on a systematic or routine basis (e.g., by preparing and distributing a periodic excerpt of Gartner
Research), (ii) distribution is limited to an internal audience only of no more than 15 people, (iii) it is notdone with the intent or effect of avoiding the purchase of additional User entitlements, (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 the Content Compliance Policy (formerly the Gartner Copyright and Quote Policy).
Alternatively, Frank could purchase a Reprint Service so that he could use the entire document, per theterms of his Reprint Service.
Because Sally (Named User) is the only Named User in her department and/or within her company, nonUsers across the company ask Sally to provide summaries, excerpts and/or simple data points from Gartner
Research for their personal business use. As a Named User, Sally can only excerpt from or summarize
Gartner Research on a non-routine basis. By servicing non-Users across her 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 routinely 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 entitlements.
As the entire Gartner Research document with a department or company wide audience in a waythat is aligned to my entitlements?
Acceptable UseFrank (Named User) reads a Gartner Magic Quadrant where his company is positioned in the Leader'squadrant for that particular technology. Eager to display this Magic Quadrant on his company's public facing
website, Frank purchases a Reprint Service of the Magic Quadrant from Gartner. Gartner thereafter sends toFrank a formatted Reprint version of the Magic Quadrant that he may post on his company's intranet site
per the Reprint Service.
Unacceptable UseFrank (Named User) is responsible for researching emerging technologies for his department. When hefinds a Gartner Research document of interest he either places the document(s) in a team folder on a sharedserver or sends out a group e-mail with the attached PDF version of the document(s). This is anunacceptable use because Gartner does not permit Named Users to post the PDF version of a Gartner
This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 7 of 20

Research document on department or company-wide servers or team share folders. Frank can summarize
the relevant Gartner Research document(s) for his team so long as (i) the summarizing is not done on asystematic or routine basis (e.g., by preparing and distributing a periodic 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 theintent or effect of avoiding the purchase of additional User entitlements, , 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 to access, index, acquire, copy, or monitor any portion of
the Gartner Research, or any data or content relating to the Gartner Research. Alternatively, he canpurchase a Reprint License for the relevant Gartner Research documents.
By storing on my laptop or office computer/device?
Acceptable Use
Dawn (Named 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 Named User, Dawn is allowed to download
a PDF version of the Gartner Research document for her own personal use (where PDF capability is an
option on gartner.com) as long as this is within the acceptable limits of 150 Gartner Research documents
within the scope of your Service over the course of a 3-month period. As a general rule, however, Gartner
does not permit Named 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 is a
Named User.
Unacceptable Use
Sally (Named User) is an administrator in the IT department of her company and is responsible forproviding research access to her department. Often times she likes to forward Gartner Research documents
to others in her department working on key projects. To facilitate this distribution, she has downloaded andstored a number of Gartner Research documents to a shared server. As a general rule, 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 (Named User) has decided not to renew his Gartner Service due to budget constraints. Two weeks
prior to his contract end date, Frank peruses gartner.com and downloads a large number of Gartner
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 andview the Gartner Research for the Service term set forth in their Service Agreement. Once that Service term
has ended, the Named User is no longer permitted to use or store the Gartner Research and will be expected
to delete all remaining copies of Gartner Research documents on its internal systems.
And am willing to purchase additional entitlements?
Acceptable Use
Sally (Named User) subscribes to a Gartner for IT Leadership Team Plus: Team Leader Service and isconcerned because the terms in her Service Description for that product are different from the baseline
policy described in the Gartner Usage Policy. In instances where a specific Gartner product offering includes
entitlements that are different from the baseline policy in the Gartner Usage Policy, the terms of that
product offering will apply (and take precedence over the baseline policy in the Gartner Usage Policy) for theduration of Sally's Service Agreement.
For Gartner forecast and/or market share data?
Acceptable UseBill (Named User) is responsible for Market Intelligence. For this quarter's result only (e.g., once), hewould like to share with his company's India country manager the Gartner market share data that shows
This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 8 of 20

their #1 competitor's revenue results for the quarter in the PC market in India. Bill plans on sharing thisexcerpt 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 anacceptable use because it's a summary-level, small excerpt of data from a Gartner market share reportreflecting no more than five (5) competitors, is done on an ad hoc basis (one-time only) and is foroccasional use (one-time only) by an individual non-User (the India country manager).
Frank (Named User) is looking to provide his product marketing team of three (3) people the forecast 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 a summary-level, small excerptof data from a Gartner forecast report, is done on an ad hoc basis (one-time only) and is for occasional use(one-time only) by an internal audience only of no more than 15 people.
Unacceptable Use
Susan (Named User) is the only Named User in her Marketing department. She has the sole function of
preparing Competitive Analysis for her company. She primarily supports the product management
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 her company's internal intranet
or external website. Each of these is an unacceptable use because Susan is being asked to share GartnerMarket Share data on a systematic or routine basis, or import Gartner Market Share Data to an internal data
warehouse or other system/tool or post Gartner Market Share data 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 usage.guidance@gartner.com.
REMINDER: This is a baseline policy that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 9 of 20

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

We welcome you, the Named User, to open as many Gartner Research documents as you like: for yourpersonal use within your job and within the scope of your Service. You may download up to 150 Gartner
Research documents within the scope of your Research service over the course of a 3-month period.
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, and inaccordance with the Gartner Content Compliance Policy (formerly the Gartner Copyright and Quote
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 (Named User) is planning a presentation at a local business seminar and wants to incorporate into
his PowerPoint quotes from a Gartner Research document. Prior to the presentation, Frank consults
the Gartner Content Compliance Policy (formerly the Gartner Copyright and Quote Policy) and submits 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 (Named User) is not sure how much Gartner content she is allowed to excerpt/quote or otherwise
reference in her upcoming article she is publishing for an IT conference. She is struggling with how much
she 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 the policy and submits a request toGartner Content Compliance for guidance and approval, here.
Unacceptable Use
Dawn (Named 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 Gartner Content Compliance Policy (formerly the Gartner
This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 10 of 20

Copyright and Quote Policy) requires that all external use of Gartner content receive prior written approval
from Gartner. Dawn should review the policy and contact Gartner Content Compliance, here, for preapproval.
And am willing to purchase a Reprint Service to share the entire Gartner Research document
outside my company?
Acceptable Use
Laura (Named User) is the head of Public Relations and recently purchased a Reprint Service 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 in her 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 (Named User), an Analyst Relations director at her company, purchases a Reprint Service of a
Vendor Rating Gartner Research document where her company is favorably positioned. Dawn shares theReprint externally in accordance with the terms of her company's Reprint Service with Gartner.
Unacceptable UseFrank (Named 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, he sends to hisclients a group e-mail with the copyrighted PDF version of the document(s) as an attachment. This is anunacceptable use because Gartner does not permit Named 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 email, he does have two choices; he may either (i) purchase a Reprint Service so that he could use the entire
document, per the terms of his Reprint Service, or (ii) select a few key sentences from the Gartner Researchdocument to share via his group e-mail. If Frank opts for choice (ii) he should contact Gartner Content
Compliance, here, with his draft e-mail containing 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 thisquoting is done on a non-routine basis.
REMINDER: This is a baseline policy that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 11 of 20

Gartner Usage Policy
Inquiry

We welcome you to call us if you are a Gartner Named 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 Named 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 Non-Users:▪

May not physically attend an Inquiry session▪

May not listen in to an Inquiry session▪

May not record or transcribe an Inquiry sessions by any means

NOTE: Inquiry session notes may be shared with other individuals so long as (i) the sharing 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; and (iii) it is not done with the intent or effect of avoiding the purchase of additional
User entitlements.
Inquiry entitlements beyond the baseline service described hereunder may vary by service purchased. For
additional guidance on your service-specific entitlements, 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?

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 12 of 20

Acceptable Use
After reading a Banking and Investment Services Gartner Research document, George (Named
User) would like to speak with the Gartner Industry Research expert who authored it to ask some secondlevel questions regarding the information he read. Since George has the necessary Advisor-level access withhis Industry Advisory Services Service, George may ask Gartner to schedule an Inquiry session with therelevant Gartner Industry Research expert.
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 (Named User) schedules an Inquiry
session; Sally participates in his place. This is unacceptable use because Non-Users may not participate on
Inquiry sessions. Frank may, however, take notes on his Inquiry session and share those notes with Sally onan ad hoc basis; or alternatively, the Client company may contact their Account Representative to purchasea User entitlement for Sally so that she can participate in her own right on Inquiry sessions. The AccountRepresentative will make sure to find an appropriate solution to meet Sally's requirement.
Who can join me on an Inquiry session?
Acceptable Use
George (Named User) is working with a group of colleagues, all of whom have Advisor-level entitlements
for Industry Advisory Services. They are launching a project related to gaining a competitive edge 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 an acceptable use of
Inquiry, as all participants have an Advisor-level entitlement for Industry Advisory Services.
Dawn (Named User) subscribes to the IT Leadership Team solution, and her company has designated her
as the Leader Named User. She and her IT Leadership Team Members are assessing 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 Named Users may lead the discussion or pose questions to the expert on behalf of the team, provided allsuch questions and discussions advance the Team Leader’s agenda, and ii) Inquiry call topics are limited toexperts and Research deliverables associated with the Service.
Unacceptable UseFrank (Named User) is an Enterprise Architect who is responsible for multiple projects throughout theyear. Frank likes to have other colleagues join him in his Inquiry sessions to ensure that there is consensus
and that all relevant questions are answered during the session. Sometimes, Frank invites a large group ofparticipants to these Inquiry sessions, none of whom has the Advisor-level or team entitlement required forparticipation. This is an unacceptable use of Inquiry sessions, because only Named Users with the correctaccess level for the relevant service may participate in Inquiry sessions. If Frank wants to have othercolleagues participate with him in Inquiry sessions, Frank should contact his Account Representative who will
help Frank find an appropriate solution to meet his requirements.
Sally (Named User) is an administrator in the IT department of her company and currently subscribes toan Advisor-level entitlement for Industry Advisory Services. Often times she sets up Inquiry sessions forothers in her department working on key projects (i.e., regardless if the other person is a non-User or
Named User with a different level of access). Sally never joins the Inquiry sessions. As a general rule,participation in Inquiry sessions is limited to Named Users who are entitled to Inquiry for the same type ofservice under their company's contract with Gartner. Non-Users, inside or outside the Client company, may
not participate in Inquiry sessions.
Dawn (Named 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 promisesThis Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 13 of 20

that they will only listen and not engage with the Gartner Research expert. This is an unacceptable use of
Inquiry sessions, because (i) only Named Users with the correct access level 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 in to an Inquiry session.
John (Named User) is a Product Development professional and has scheduled an Inquiry session to discussa product strategy for which he is collaborating with a third-party vendor company. John would like to invite
Sally (Named User) from the third-party vendor company to participate in the Inquiry session. This is anunacceptable use of Inquiry sessions, because Inquiry sessions are strategic conversations limited to the
Gartner Research expert(s) and the Named User(s) from the single client company only. Named User(s)from other client companies may not participate.
What may I share from the Inquiry session and who may I share it with?
Acceptable Use
George (Named 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 those notes
internally with his colleagues on the project team. Sharing notes from an Inquiry session internally withcolleagues on a project team is an acceptable use so long as it is not done on a systematic or routine basis
and so long as 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 usage.guidance@gartner.com for additional guidance).
Dawn (Named 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 entitlement that entitles her to Inquiry, she schedules an
Inquiry session with the Gartner Research expert to determine how that vendor is faring in the marketplace.
The Gartner Research expert may provide Dawn with up-to-date data and insights to help her in theselection process. Also note: the Gartner Research expert may not recommend that specific vendor to theclient for selection.
John (Named 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 is uncertain 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 Researchexpert may provide John with recommendations and information to consider so that John has greater insightto make an informed ERP selection.
Unacceptable Use
Dawn (Named 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 timeframes. Since this request requires additional research and/or the development of supporting material by
the Research expert, it cannot be fulfilled in a 30-minute Inquiry session. Alternatively, Dawn may purchasefrom her Account Representative a Strategic Advisory Services (SAS) Internal Advisory Session.
John (Named User) contacts Gartner to schedule an Inquiry session about Camera Depot and the latest
developments in digital SRL cameras, a vendor and topic that Gartner does not cover in its Research. In thiscase, John must look elsewhere for guidance on this particular vendor and topic.
May I record or transcribe Inquiry sessions?
Unacceptable UseFrank (Named User) schedules an Inquiry session to discuss a Gartner Research document on "Green IT
This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 14 of 20

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 share personal notes he takes during theInquiry session, a verbatim recording of the Inquiry session is not permitted.
Ben (Named User) subscribes to a Gartner entitlement with Inquiry privileges and schedules an inquiry
session with a Gartner Research expert. He wants to ensure he captures everything the Gartner Researchexpert states during the session, therefore, he leverages a conversational artificial intelligence tool totranscribe his session into a recorded/transcribed conversation. This is unacceptable use because Gartner
does not permit Inquiry sessions to be recorded or transcribed by any 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 (Named User) subscribes to an Executive Programs Leadership Team entitlement and is concerned
because the terms in his Service Description for that product are different from the baseline policy describedin the Gartner Usage Policy. In instances, where a specific Gartner product offering includes entitlementsthat are different from the baseline policy in the Gartner Usage Policy; the terms of that product offering will
apply for the duration of George's Service Agreement.
Sally (Named User) is a Product Manager that subscribes to a Product Management & Marketing (PMM)
entitlement with Advisor-level access and would like to speak with a Gartner Research expert about thelatest Forecast: Enterprise Application Software Worldwide document and would like to ask some questions
about the information in the document. Sally may ask Gartner to schedule an Inquiry Session with arelevant Gartner Research expert since Market Analysis & Statistics content is entitled through the Researchdeliverables of her Service.
Unacceptable UseJohn (Named User) is a Product Manager that subscribes to a Product Management & Marketing (PMM)
entitlement with Advisor-level access and would like to speak with a Gartner Research expert to ask somequestions related to challenges he is having specific to innovation and portfolio management to help guidehis 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 entitlements of PMM, which does not entitle
Product Management role-based content. Inquiry call topics are limited to the Research deliverables of theService.
Ben (Named User) is a Product Manager that subscribes to a Gartner for Product Team (GPT) Leaders
entitlement with Advisor-level access. Ben would also like to invite George (Named User), who works
within the same organization. George is also a Product Manager but subscribes to a Product Management &Marketing (PMM) entitlement with Advisor-level access. This is unacceptable use because George is notentitled to participate on the GPT Team Inquiry, as the topic falls outside of George’s Research deliverablesof PMM. Inquiry call topics are limited to the licensed Research deliverables of the Service assigned to the
Named User.
How may I share Research expert written responses and who may I share them with?
Acceptable Use
Dawn (Named User) subscribes to a Gartner Service with Inquiry privileges. Instead of scheduling an
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 Named 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 aperiodic excerpt or summary of Gartner Research); (ii) distribution is limited to an internal audience only ofThis Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 15 of 20

no more than 15 people; and (iii) it is not done with the intent or effect of avoiding the purchase ofadditional User entitlements.
Unacceptable UseFrank (Named User) subscribes to a Gartner Service 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 to 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 Named 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 (Named 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 (Named 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 Research expert to review. If
Frank subscribes to a Service with the appropriate Inquiry entitlements, he may leverage an Inquiry session
for a Document review. As a general rule, Gartner Research experts will conduct Document reviews specific
to Requests for Proposal (RFP), marketing or business plans, and other 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 to try 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 (Named User) is preparing her strategy for an upcoming IT outsourcing negotiation and would like todetermine if there is an opportunity to improve the business terms of the proposal. If Dawn subscribes to a
Service 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 specific to 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 not practical for Gartner or useful to Dawn
for the Research expert to try to analyze and discuss more than 20 pages during a discrete Inquiry session.
Further, it is not a legal service and Gartner will not provide any written responses, redline markups or lineby-line pricing analysis.
Unacceptable Use
George (Named User) is in the early stages of preparing to negotiate a software renewal which is a 100page proposal and includes several attachments. He would like to leverage his Inquiry entitlement andschedule 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 or different 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 practicalfor Gartner or useful to George for the Research expert to try to analyze and discuss more than 20 pages
during a discrete Inquiry session. Further, if George were to break up the review amongst multiple ResearchThis Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 16 of 20

experts it would lack consistency or continuity a one-time discreet review would deliver. Lastly, it is not alegal 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’s Contract Optimization Service or the purchase of a Strategic Advisory
Services (“SAS”) engagement.
John (Named 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 ismessaged correctly for his company’s target markets. Even though the sales collateral and messaging isunder the 20-page limit, John would also like to include additional reference materials for the Gartner
Research expert to review. This is an unacceptable use of Inquiry because Document reviews are limited tothe document itself (up to 20 pages) and no additional reference materials will be reviewed. It is notpractical for Gartner or useful to John for the Research expert to try to analyze and discuss more than 20
pages during a discrete 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. Should the document you wish to bereviewed include any additional reference materials, you may contact your Account Representative topurchase a Strategic Advisory Services (“SAS”) engagement.
Dawn (Named 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 to significantly modify theformatting 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 not practical for Gartner or useful to Dawn for
the Research expert to try to analyze and discuss more than 20 pages during a discrete Inquiry session.
Further, it is not a legal service and Gartner will not provide any written responses, redline markups or lineby-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’sContract Optimization Service or the purchase of a Strategic Advisory Services (“SAS”) engagement.
REMINDER: This is a baseline policy that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 17 of 20

Gartner Usage Policy
Usernames & Passwords

As a Named 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.
There are two exceptions where your Username and Password may be reassigned to another within yourcompany:▪

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 User
entitlements.

NOTE: When your company substitutes a Named User, the new Named User must be located in the same
country as the original Named User. Where not possible, please consult your Account Representative topurchase an additional User entitlement locally.
NOTE: When your company designates Named Users based in the United States, your company
acknowledges and agrees that those licenses are offered, sold, provided and serviced solely by Gartner, Inc.
NOTE: In situations where your company desires to assign a Service 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 that issued theService);▪

In no instance is it ever acceptable for a Named User to share their Username and Password withthe contractor; and▪

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

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 18 of 20

Each Named User may use their User Name and Password to access the Services on up to four (4)different computers or personal devices (i.e., desktop, computer, laptop computer, mobile device, or
wireless tablet).
Best Practices for proper use of your Username and Password

Why must my Username be my email address?
Acceptable Use
Martha is a newly designated named user (Named User). Since Usernames must be personal to the NamedUser, either Martha’s e-mail address at her company or her proper name may be used for her Username.
Unacceptable UseJohn Baker, a newly named user (Named User), has recently been assigned a Gartner Core Research
Advisor Service. 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 Named
User and may not reference a company department or departmental e-mail address. 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 Service (i.e., swap out Username &Password)?
Acceptable Uses
Judy (Named 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 Named User
designated by Client company.
Dawn (Named User) leaves the IT department of her Canadian-based company and accepts anotherposition 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 Named User designated by Client company
provided such Named User is also based in Canada.
Sally (Named User) is about to take maternity leave for three months and would like to reassign her
entitlement to John while she is on leave. If a Named User is out on medical leave, Gartner will allow anentitlement transfer to a different individual so long as (i) the Named User is on medical leave greater than
30 consecutive days, and (ii) the entitlement is transferred back to the original Named User upon theirreturn from medical leave.
Unacceptable UsesFrank (Named 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 togartner.com, she would need to have her own User entitlement. Client should contact their AccountRepresentative to purchase an additional User entitlement. The Account Representative will make sure tofind an appropriate solution to meet Sally's requirement.
Frank (Named User) is part of an IT team along with colleagues, Sally and Kate (each, a Non-User).
Frank administers the Gartner Services on behalf of his team. Although Frank's job has not substantiallychanged, he thinks that Sally could benefit from access to Gartner Research. Frank assigns his UsernameThis Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 19 of 20

and Password to Sally for the duration of the project; and when the project is completed, Sally reassigns the
Username and Password to Frank. Frank (Named User) then assigns 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 a single Gartner User entitlement.

Use of Computers or Personal Devices to Access the Services
Acceptable UsesFrank (Named User) owns multiple computers and personal devices. Sometimes he uses his laptop toaccess the Services. Other times he likes to use his Smartphone or his wireless tablet to access the Gartner
Research Documents. All of these uses are acceptable uses so long as Frank is using the computers andpersonal devices solely for his own individual access to the Services.
Unacceptable UsesHenry (Named User) has shared his login credentials (Username and Password) with five of his colleagues.
Each of the five colleagues has thereafter accessed gartner.com with their different computer and personal
devices. These are unacceptable uses because a Named User’s Username and Password are for his own
individual use and may not be shared with others. If Henry would like his five colleagues to log on togartner.com and access the Services, he will need to arrange for his company to contact the Gartner
Account Representative and purchase additional User entitlements.
REMINDER: This is a baseline policy that may vary depending on your purchased product.

This Gartner Usage Policy constitutes a baseline policy that is generally applicable to Named 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. 2023 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Update: 3-NOVEMBER-2023
Page 20 of 20