Organization and team hierarchy
Last updated: October 17, 2026
The model
- Organization: your company. It has exactly one Owner, shown with the Owner label in Admin → Members. The Owner can do everything on this page; only Ergo can change who the Owner is.
- Teams: groups inside the organization, each with a type (sales, implementation, success, partnerships, growth or marketing, product). A person can belong to several teams and has one primary team. Teams decide which team admins can see a person's meetings and which CRM pipelines they can see.
- Role in team: Admin or Member. An Admin manages that team: edits it, adds new people to it, turns Automations on or off for its people and edits whose meetings they can see. Everything else stays with the Owner.
- Seat: Standard, Notetaker or Spectator. Decides which features the person can use. Set per person, independent of role.
What the Admin area shows
- Teams: each team expands to its admins and members. An admin of exactly one team lands here directly.
- Members: everyone in the organization with their seat, role and access. Owner only.
- Usage: seat usage and billing, shown when billing is configured for your organization. Owner only.
- Settings: organization-wide switches such as Everyone can see all meetings, pipeline access, who may delete meetings and directory sync. Owner only.
Rules to remember
- A person must be in at least one team.
- Team admins see the meetings of their teams' members; Members see only their own unless granted more.
- Memberships that come from Okta directory sync are labelled Managed by Okta and are changed in Okta, not in Ergo.
- Seats are billed; roles are free.