Grant meeting or reporting access

Last updated: October 17, 2026

Both grants live on the person's dialog in Admin → Members. They are independent: meeting access does not open Reporting, and Reporting access does not open meetings.

Meeting access

Default visibility: a Member sees meetings they owned or attended; a team admin also sees every meeting of the teams they administer; the Owner sees everything. A meeting access grant adds specific people whose meetings this person can also see.

Who can edit: the Owner (anyone in the organization) or an admin of a team the person belongs to (people in the teams that admin administers). You cannot edit your own.

  1. Open Admin → Members and select the person.
  2. In the access list, find Meeting access. It shows the current state: Only their own meetings, Also sees …, Everyone can see all meetings (organization setting on) or All meetings in the organization (the Owner).
  3. Select Edit.
  4. In Whose meetings can [name] see?, search and tick people, or use Select all.
  5. Save. Ask the person to refresh.

Typical uses: a manager who should see their reps' calls, a CSM who should see the AE's calls on accounts being handed over, a Spectator who reviews a few people's recordings.

Private meetings are never included: a meeting marked private is visible only to its owner and attendees regardless of grants. For one recording outside the rules, use the Share button on the meeting or a shared folder.

For organization-wide visibility, use Everyone can see all meetings instead of granting everyone to everyone.

Reporting access

Admins already have Reporting when it is enabled for your organization. For a Member on any seat, the Owner can grant it:

  1. Open Admin → Members and select the person.
  2. Find Reporting access and choose All dashboards or Specific dashboards.
  3. Optionally allow them to create dashboards, fields and rubrics.
  4. Save.

Edit the same control to change the scope or revoke it. If Reporting is not available to anyone in your organization yet, contact Ergo support to enable it.

Common issues

  • Meeting access shows "Everyone can see all meetings" and cannot be edited. The organization-wide setting is on; individual grants are not needed.
  • A manager cannot find a rep's meeting in the per-person filter. Grant the manager access to that rep, or make the manager an Admin of the rep's team.
  • A deal moved to another team and its meetings vanished for the new team. Grant the new team's members access to the original rep, or share the meeting into a folder the new team can open.
  • The person sees meetings but not Reporting. Add a Reporting access grant; it is separate.

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