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
- Everyone can see all meetings
- Admin dashboard overview
- Add, remove or move members
- Change a role or seat type
- Grant meeting or 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