Roles & Permissions

SalesCal uses role-based access control to manage what team members can see and do.

Available Roles

Owner

The account owner with full access to everything.

Typically: Business owner, founder, or primary account holder

Admin

Administrative access to manage most aspects of the account.

Typically: Team leads, operations managers

Member

Standard team member with access to their own resources.

Typically: SDRs, sales reps, consultants

Permission Matrix

Role Details

Owner Capabilities

The Owner can:

• Access all features and data

• Manage billing and subscription

• Change any team member's role

• Delete the account

• Transfer ownership

Limitations:

• Only one owner per account

• Cannot be demoted (must transfer ownership)

Admin Capabilities

Admins can:

• Create and manage team events

• View all leads and meetings

• Export data

• Manage team members (except owner)

• Configure company settings

• Set up integrations

Cannot:

• Access billing

• Change owner's role

• Delete the account

Member Capabilities

Members can:

• Create personal events

• Manage their own events

• View leads assigned to them

• View their own meetings

• Connect personal integrations

• Set personal availability

Cannot:

• Create team events

• View other members' data

• Export bulk data

• Manage team

Event-Level Permissions

Within team events:

Data Visibility

Leads

• Owner/Admin: See all leads across all events

• Member: See leads from their bookings only

Meetings

• Owner/Admin: See all meetings

• Member: See meetings they're hosting

Analytics

• Owner/Admin: Account-wide analytics

• Member: Personal performance only

Changing Roles

Promoting a Member

1. Go to Team

2. Click on the member

3. Select Edit Role

4. Choose Admin

5. Save

Demoting an Admin

1. Go to Team

2. Click on the admin

3. Select Edit Role

4. Choose Member

5. Save

Note: Only Owners can change roles.

Transferring Ownership

To transfer account ownership:

1. Go to Settings > Account

2. Find Transfer Ownership

3. Select the new owner (must be admin or member)

4. Confirm the transfer

Important:

• You'll become an Admin after transfer

• New owner gets full billing access

• This cannot be undone easily

Best Practices

Principle of Least Privilege

• Give minimum necessary access

• Start as Member, promote as needed

• Review roles periodically

Admin Selection

• Choose trustworthy team leads

• Limit number of admins

• Ensure admin coverage (not just one admin)

Member Management

• Regular team members as Members

• Promote for specific needs

• Document why someone has admin access

Security Considerations

• Owners should enable 2FA

• Review who has billing access

• Audit role changes periodically

Role Assignment Scenarios

New SDR Hire

• Role: Member

• Access: Own events and meetings

• Can: Book prospects, manage their calendar

Team Lead

• Role: Admin

• Access: Team events and all data

• Can: Create team events, view all leads

Virtual Assistant

• Role: Member

• Access: Specific events only

• Can: Limited access to booking management

Operations Manager

• Role: Admin

• Access: Full operational access

• Can: Manage team, configure events

Troubleshooting

Permission Denied Errors

• Verify user's current role

• Check if action requires higher permissions

• Have an admin perform the action if needed

Role Not Updating

• Refresh the browser

• Log out and back in

• Verify change was saved

Can't Remove Owner

• Ownership must be transferred first

• Owner cannot be directly demoted

Related Guides

• Team Setup - Creating and managing your team

• Multi-Host Events - Team event configuration