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Product screenshot showing team membership, role controls, and access settings. Use this page when a team member should inherit CRM access or selected settings from an admin configuration. There are two different Admin actions: Sync CRM and Sync Settings to User.

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Who can use this

  • Admins can push their settings to users in the same organization.
  • The Admin member table exposes sync actions for secondary admins and members, not the primary-admin row.
  • Use these actions only when the target user should inherit the admin configuration.

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Before you start

  • Confirm the target user is in the same organization.
  • Confirm the admin account has the CRM keys or settings you intend to copy.
  • Decide whether you only need CRM credentials or a broader settings push.
  • Remember that selected settings can overwrite the target user’s existing configuration.

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Sync CRM

Use Sync CRM when the user should receive the organization admin’s CRM keys.
  1. Open Admin and choose the team.
  2. Open the member’s action menu.
  3. Select Sync CRM.
  4. Wait for the sync to finish.
Ergo copies available CRM keys from the organization admin dashboard to the user’s dashboard for supported CRMs, including HubSpot, Salesforce, Zoho, Attio, and Pipedrive. After keys are copied, Ergo checks whether CRM owner properties need to be created for that user. If the organization admin has no CRM keys, the sync returns successfully but has nothing to copy.

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Sync settings to one user

Use Sync Settings to User when a user should receive selected settings from the acting admin’s dashboard.
  1. Open the member’s action menu.
  2. Select Sync Settings to User.
  3. Choose the settings categories to copy.
  4. Select Sync Settings.
The modal lets you choose:
  • Custom properties
  • Pipeline stages
  • Company details
  • Meeting titles
  • Alternate domains
  • Partnership domains
  • Task settings
  • CRM keys
  • Email templates
  • Advanced settings, including context notifications and related toggles
Email templates are not selected by default. Select them only when the target user should inherit the admin’s email, Slack, and CRM note templates.

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What to expect

  • Settings sync is targeted to one user at a time from the member action menu.
  • Selected categories overwrite or replace the target user’s existing values where the sync category applies.
  • Owner properties are preserved when custom properties are pushed.
  • Pipeline stage sync merges synced stages by internal ID and can add or update the target user’s synced stage records.
  • Salesforce record types are synced only when the target user has Salesforce integration.

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Common issues

  • The target user is missing. Confirm the user is provisioned in the same organization.
  • The user dashboard is missing. The account may need provisioning or setup completion before settings can be pushed.
  • No CRM keys were copied. Confirm the organization admin has the CRM connection you expected.
  • The user lost a local setting. Reopen the relevant settings page and adjust it manually, or repeat the sync with narrower categories.
  • Templates were not copied. Email templates are off by default in the sync modal.
Last modified on June 8, 2026