Roles and permissions
Last updated: June 12, 2026
Use this page to understand the role and access model before changing visibility or workflow defaults.
Who can use this
- Everyone using Ergo, plus rollout owners and admins who need shared vocabulary.
Before you start
- Know which CRM, calendar, email, meeting, and collaboration sources your organization has connected to Ergo.
- Confirm whether you are a user, admin, super admin, or spectator. Shared-link viewers are not the same thing as workspace roles.
- Ask your rollout owner before changing access, recording, integration defaults, or admin-only setup areas.
Steps
- Use admin access for teams, member management, field mapping, reporting grants, global meeting access, and organization defaults.
- Use user access for personal meetings, drafts, integrations, templates, and day-to-day workflows.
- Use spectator access when someone should review permitted meetings without drafts, CRM writes, integration control, or broad organization access.
- Use shared links when someone only needs access to a specific shared meeting, document, chart, or dashboard.
- Ask an admin or Ergo support to adjust reporting access, meeting visibility, global meeting access, or team membership when a page is missing.
What to expect
- Some controls are super-admin only or require Ergo support, including global meeting access, persona, and create-team behavior seen in the admin dashboard.
- Visibility is directional: broader admin roles can see more team context, while members and spectators see narrower meeting and workflow context.
- Access changes can affect meetings, drafts, CRM settings, and reporting visibility.
Common issues
- The wrong source, account, or organization context is selected.
- The needed source is not connected or fresh.
- A role or shared-link expectation is too broad for the access that was granted.