Roles & Permissions

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

Members have a deliberately narrow workspace: they see only the Dashboard (bookings only), Meetings, Availability, Integrations (their own calendar and Zoom), and Settings. The Events, Leads, and SalesPads screens are hidden from them entirely.

There is exactly one Owner per team (the person who created it). Everyone else is an Admin or a Member.

Role Details

Owner Capabilities

The Owner can:

• Access all features and data

• Manage billing and subscription

• Invite, remove, and change the role of any team member

• Delete the account

Limitations:

• Only one owner per account — the person who created the team

• Cannot be demoted, and ownership can't currently be reassigned in-app

Admin Capabilities

Admins have full operational access — everything except managing the team and billing.

Admins can:

• Create and manage team events

• View and act on all leads, meetings, and events across the team

• Build and manage all of the team's salespads

• Connect CRM, tracking, and automation integrations

• Connect their own Google Calendar, Outlook, and Zoom accounts

• Export data

Cannot:

• Invite, remove, or change the role of team members

• Access billing

• Delete the account

Member Capabilities

Members can:

• View their own meetings — the bookings landed on their calendar

• See a bookings-only dashboard

• Reschedule and cancel their own meetings

• Set their personal availability

• Connect their own Google Calendar, Outlook, and Zoom accounts

Cannot:

• Access the Events, Leads, or SalesPads screens

• View other members' data

• Connect CRM, tracking, or automation integrations

• Manage the team

Event-Level Permissions

Within team events:

Data Visibility

Leads

• Owner/Admin: See all leads across all events

• Member: No access to the Leads screen

Meetings

• Owner/Admin: See all meetings

• Member: See meetings they're hosting

Analytics

• Owner/Admin: Account-wide dashboard — bookings, leads, and per-event performance

• Member: Bookings-only dashboard — no leads or per-event analytics

Changing Roles

Promoting a Member

1. Go to Team

2. Click Edit next to the member

3. Choose Admin from the role dropdown

4. Click Save Changes

Demoting an Admin

1. Go to Team

2. Click Edit next to the admin

3. Choose Member from the role dropdown

4. Click Save Changes

Note: Only Owners can change roles.

Transferring Ownership

Ownership is currently fixed to the person who created the team and can't be reassigned from within the app. If you need to change the owner (for example, the original owner has left), contact support and we'll help you transfer it.

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: Configure events, manage all leads and salespads, connect integrations

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

• The owner cannot be removed or demoted

• Reassigning ownership isn't available in-app yet — contact support

Related Guides

• Team Setup - Creating and managing your team

• Multi-Host Events - Team event configuration