Provision accounts

Last updated: October 17, 2026

Use Add Member when someone does not have an Ergo account yet. To change the team, role or seat of someone who already has one, see Add, remove or move members and Change a role or seat type.

Who can do this

Members cannot open Admin.

Open Admin (the Admin item in the sidebar).
Select Add Member.
Enter the person's Work email, First name and Last name.
Choose the Team.
Choose the Role in team: Member (default) or Admin.
Choose the Seat: Standard (default), Notetaker or Spectator. See Seat types before choosing; seats are billable.
Select Add person.

Ergo creates the account immediately and sends a welcome email from welcome@notifications.joinergo.com. Standard seats get "Complete your onboarding"; Notetaker and Spectator seats get "Your account is ready".
The email contains no invite link or code. The person goes to dashboard.joinergo.com and signs in with that email using your organization's sign-in method. If the email never arrives, they can still sign in; there is nothing to resend.
Past meetings the person attended are re-attributed to them, so their history is populated from day one.
Standard seats then connect their own CRM, email and calendar, Slack and notetaker from the Integrations page. Tasks are off by default for provisioned accounts; the person can turn them on.

"Enter a valid email address" or the email already exists. Each email can belong to one Ergo account in one organization. If the person was previously removed, contact Ergo support to reactivate them rather than creating a second account.
The person cannot find Chat, Drafts or Automations. They are on a Notetaker or Spectator seat. Only the Owner can change the seat.
A team admin cannot pick a team. Team admins can only add people to teams they administer.
The person signed in but nothing is recording. They still need to connect their calendar and turn on the notetaker from Integrations.