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Product screenshot showing team membership, role controls, and access settings. Use this page when a person already exists in your organization and you need to change their team membership. To create a new Ergo account first, use Provision accounts.

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Who can use this

  • Super admins can add members to teams, move members between teams, remove members from a team, and remove a user from the organization.
  • Primary and secondary admins can review their team membership, but member add, move, and removal actions are guarded by super-admin permissions.

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Before you start

  • Confirm whether you are changing a team assignment or removing the person from the organization entirely.
  • Make sure the person already appears in the organization member list before adding them to another team.
  • Reassign a team primary admin before trying to move or remove that person.
  • Check whether the member also needs meeting access, reporting access, or CRM settings sync after the team change.

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Add an existing organization user to a team

  1. Open Admin and choose the team.
  2. In the member table, use the add button in Secondary Admins or Members.
  3. Search by name or email.
  4. Select the person to add.
The add dialog only shows organization users who are not already on that team. The secondary-admin list only shows organization users with an admin role. If the person is missing, provision the account first or confirm they belong to the same organization.

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Move a member to a different team

  1. Open the member’s action menu.
  2. Select Move to Team.
  3. Choose a destination team.
  4. Confirm the move.
Ergo removes the person from the current team, adds them to the destination team, and updates the user’s team assignment. A secondary admin remains a secondary admin on the destination team only when their organization role still supports admin access; otherwise they are added as a member. Primary admins cannot be moved with this action. Swap or reassign the team primary admin first.

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Remove a member

Open the member’s action menu and choose Remove. The confirmation dialog has two different actions:
  • Remove from team removes the person from this team but keeps them in the organization.
  • Remove entirely removes the person from all teams and removes their dashboard access for the organization.
Use Remove from team when the person should stay in Ergo but no longer belongs to this team. Use Remove entirely only when the person should no longer have organization access. You cannot remove a primary admin from a team. You also cannot remove a person from their only team with Remove from team; either move them to another team or use the organization-removal path if they should leave Ergo entirely.

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What to expect

  • Team membership changes update the member table after the Admin data refreshes.
  • Removing a member from one team does not provision, deactivate, or delete a separate user account by itself.
  • Removing a user entirely removes them from all teams and dashboards in the organization. Treat this as a destructive access change.
  • Role changes are handled separately. Use Promote/demote/convert roles when the person should stay on the team but needs a different role.

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Common issues

  • The person does not appear in Add member. They may already be on the team, may not be provisioned in the organization, or may not have the admin role required for the secondary-admin section.
  • Move to Team has no destination. The member may already belong to every available team, or there may be no other team to move them to.
  • Removal is blocked. Primary admins must be reassigned first, and a member cannot be removed from their only team with the team-removal action.
  • Access still looks wrong after a move. Review meeting access, reporting access, CRM settings sync, and role settings separately.
Last modified on June 8, 2026