Seat types: what each seat can do
Last updated: October 17, 2026
Every person in Ergo has one seat type, set by the organization Owner in Admin → Members → person → Seat. The seat decides which features the person can use. It does not decide whose meetings they can see; that is meeting visibility.
The three seats
- Standard: full access to Ergo. Ask Ergo chat, CRM updates, email drafts, tasks, automations, the notetaker and every integration.
- Notetaker: records and views meetings. The person gets the Ergo bot and desktop recorder, their own email and calendar connection, and can chat about a single meeting from its page. No global Ask Ergo, no CRM writes, no email drafts, no third-party notetakers.
- Spectator: view-only. The person can open the Dashboard, Meetings and Deals pages, watch the meetings they are allowed to see and chat about them one at a time. Nothing is recorded for them and nothing is written anywhere on their behalf.
| Feature | Standard | Notetaker | Spectator |
|---|---|---|---|
| Dashboard, Meetings, Deals, Integrations pages | Yes | Yes | Yes |
| Chat about one meeting from its page | Yes | Yes | Yes |
| Ergo notetaker bot and desktop recorder | Yes | Yes | No |
| Own email and calendar connection | Yes | Yes | No |
| Ask Ergo global chat | Yes | No | No |
| Tasks, Drafts, Automations, Preferences pages | Yes | No | No |
| CRM updates from meetings and email | Yes | No | No |
| Email drafts | Yes | No | No |
| Third-party notetakers (Gong, Fireflies, Fathom, Grain, Granola) | Yes | No | No |
| Manage the organization Slack app | Yes | No | No |
Reporting is not decided by seat. A non-admin on any seat needs a Reporting access grant from the Owner.
What a limited seat looks like from the inside
- The sidebar simply does not show Chat, Tasks, Drafts, Automations or Preferences. Nothing is broken.
- The Integrations page shows a Spectator access or Limited Access banner explaining that personal integrations are unavailable for the seat.
- In Admin, the Automations toggle for the person reads "Not available on a Spectator seat" (or Notetaker).
- Meetings they attended still appear in their history; meetings they did not attend appear only if someone granted them access or the organization has Everyone can see all meetings turned on.
Choosing a seat
- Someone who sells and whose calls should update the CRM: Standard.
- A manager, coach or post-sales teammate who should record their own calls but not have Ergo write to the CRM for them: Notetaker.
- An executive, reviewer or new hire who only needs to watch recordings: Spectator.
Seats are billable. Changing a seat changes your bill; check your agreement first.
Changing a seat
Only the Owner can change a seat (Admin → Members → person → Seat). Downgrading disconnects integrations and, for Spectator, cancels scheduled recordings; upgrading does not reconnect them, so the person should revisit Integrations afterwards. Details in Change a role or seat type.