Who can use this
- Everyone using Ergo, plus admins responsible for access, setup, and support escalation.
Before you start
- Know which Ergo account, team, source, and workflow are affected.
- Confirm whether you are a user, admin, super admin, or spectator. If you are using a shared link, say that you are a viewer of that shared item.
- Ask an admin or super admin before changing access, recording, integration, or setup defaults.
Steps
- Open support from in-app chat or your approved customer Slack channel.
- Include the affected Ergo account, user, integration, object, meeting, draft, report, and approximate time window. Add an exact timestamp if you have one.
- List the checks you already tried and attach screenshots only when they do not expose sensitive data.
What to expect
- Support can move faster when you include the source system, affected object, and time window.
- For access or configuration issues, support may ask an admin or super admin to make the change.
Common issues
- The user is in the wrong Ergo account, team, source, or shared-link view.
- The needed source is not connected or fresh.
- The user role, spectator access, reporting grant, or shared-link scope does not match the workflow.