Admin
Use this section to manage teams, members, roles, global access, reporting access, defaults, persona, usage, and impersonation.
Articles
- Organization and team hierarchy
- Create/edit/delete teams
- Agent usage and billing
- Global meeting access
- Admin dashboard overview
- Add/remove/move members
- Promote/demote/convert roles
- Grant meeting/reporting access
- Provision accounts
- Ergo enabled/status
- Agent persona
- Default meeting summary settings
- Spectator management
- Impersonation
- Sync CRM/settings to team members
- Recording disclaimer defaults