Who this section is for
- Admins managing teams, members, roles, access, defaults, and organization settings.
- Super Admins managing organization-wide controls such as global meeting access, persona, pipeline access, usage, and impersonation.
Before you start
- Sign in with admin access or delegated permission for the area you are changing.
- Confirm the team, member, workspace, and downstream access impact before saving.
- Use super-admin-only controls only when the change should affect the broader organization.
- Admin pages are available from the Admin navigation item for admin users. Several controls are visible only to Super Admins.
Articles
- Admin dashboard overview
- Organization and team hierarchy
- Create/edit/delete teams
- Provision accounts
- Add/remove/move members
- Promote/demote/convert roles
- Spectator management
- Grant meeting/reporting access
- Sync CRM/settings to team members
- Global meeting access
- Default meeting summary settings
- Recording disclaimer defaults
- Agent persona
- Ergo enabled/status
- Agent usage and billing
- Impersonation
Common issue path
- If you are blocked, start with the article closest to the symptom.
- If the symptom crosses sources or permissions, use Troubleshooting.