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Annotated Ergo Desktop settings screen showing sign-in, permissions, status, and upload health. Use this page to manage Desktop settings after the app is installed and signed in.

Who can use this

  • Desktop users maintaining their local app setup.
  • Admins and operators troubleshooting stale app versions or settings.

Before you start

  • Confirm the app is signed in as the expected user.
  • Keep the app open long enough for settings and update checks to complete.
  • Review whether your workspace uses auto-record detected meetings.

Steps

  • Open Desktop settings.
  • Confirm the authenticated user.
  • Review recording and capture-related settings.
  • If your team uses auto-recording, confirm the desktop notetaker configuration allows detected-meeting recording.
  • Check whether a newer app version is available through the approved update/download path.
  • If the in-app update path is unavailable or blocked, download the current app again from the approved Ergo download path.
  • Sign out only when you are ready to clear the local authenticated session.

What to expect

  • The app can restore and refresh WorkOS authentication from local session data.
  • Desktop notetaker configuration includes a setting for auto-recording detected meetings.
  • The app includes an updater path, but workspace access and release availability determine what users can download or install.

Common issues

  • The app is signed in as the wrong user.
  • Auto-record is disabled even though manual recording works.
  • A managed device blocks updates or app permissions.
  • Signing out clears local authentication and requires browser sign-in again.
Last modified on June 8, 2026