Who this section is for
- Everyone using Ergo, plus rollout owners and admins who need shared vocabulary.
Before you start
- Know which CRM, calendar, email, meeting, and collaboration sources your organization has connected to Ergo.
- Confirm whether you are a user, admin, super admin, or spectator.
- Ask your rollout owner before changing access, recording, or integration defaults.
Critical articles
- Welcome to Ergo
- Navigating Ergo
- Roles and permissions
- Spectator access
- Prompting Ergo and getting support
- Find your role path
Common issue path
- If you are blocked, start with the article closest to the symptom.
- If the symptom crosses sources or permissions, use Troubleshooting.