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Product screenshot showing reporting dashboards for viewer workflows. Use this page after you have chosen a spectator seat, reporting grant, meeting or folder access, dashboard share, or shared link for someone who only needs to review Ergo content. The best viewer workflow starts with the question the viewer needs answered, then grants the narrowest access that answers it.

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Who can use this

  • Admins, super admins, RevOps owners, and operators managing limited-access workflows.
  • Spectators who need signed-in review access without full CRM, email-drafting, or integration workflows.
  • Executives, managers, advisors, board observers, compliance reviewers, or external collaborators who only need selected meetings, reports, dashboards, or shared links.

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Before you start

  • Decide whether the person needs ongoing signed-in access or a one-time shared link.
  • Confirm the exact resource they need: one meeting, a clip, a folder, a dashboard, a report, a reporting cadence, team visibility, or recurring spectator access.
  • Use a shared link for a single resource, a reporting grant for dashboards and reports, and a spectator seat for signed-in limited access.
  • Do not grant admin, CRM, draft, integration, template, or organization-default access when the person only needs visibility.

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Tips

  1. Start from the viewer’s question. For example, decide whether they need to inspect one customer conversation, review a dashboard weekly, watch a coaching library, or monitor a team.
  2. Keep access narrow. Share the specific meeting, clip, folder, chart, dashboard, or report when that is enough.
  3. Use a spectator seat for recurring limited review. Spectators should not be sent through the full AE, CSM, CRM, draft, template, or integration setup path.
  4. Use reporting grants intentionally. If Reporting is missing, check reporting access before assuming the feature is unavailable or waiting for more call volume.
  5. Explain what viewers will not get. Spectator and shared-link workflows should not be treated as CRM write, email-drafting, integration-connection, or admin-configuration workflows.
  6. Explain freshness and scope. Meeting outputs, dashboard data, reporting fields, CRM context, and shared-link detail can update or appear at different times.
  7. Test the exact viewer path. Open the shared link or sign in as the limited-access user and confirm the intended resource opens while unrelated resources remain hidden.
  8. Review access regularly. Remove, narrow, or revoke access when a project ends, a leadership role changes, a shared link is no longer needed, or a viewer leaves the company.

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What to expect

  • Spectator seats are limited-access seats. They are separate from the basic user or admin role and block workflows such as CRM writes, email drafting, and integration connections.
  • Shared-link viewers are not workspace users unless they also sign in with an Ergo account. Shared links provide access only to the shared resource and the access checks attached to it.
  • Reporting access is separate from ordinary meeting access. A person may be able to open a meeting but still lack dashboard or report access.
  • Spectator onboarding is shorter than standard user onboarding and should only include the steps Ergo shows for that spectator.
  • Shared dashboards and shared meetings can expose a narrower experience than authenticated pages.

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Common issues

  • A viewer was given full user or admin access when a shared link, reporting grant, folder access, or spectator seat would have been safer.
  • Reporting is missing because reporting access was not granted, the wrong dashboard was shared, or filters/date ranges hide the expected data.
  • A meeting or folder is missing because team scope, global meeting access, folder permissions, processing state, or shared-link settings do not include it.
  • The viewer opens the wrong Ergo workspace, wrong account, stale link, expired password, or resource without the required access.
  • A spectator expects drafts, CRM updates, integrations, templates, Slack setup, or non-Ergo notetakers even though those are standard-user or admin workflows.
Last modified on June 8, 2026