--- title: "Roles & Permissions" description: "SalesCal uses role-based access control to manage what team members can see and do." url: https://help.salescal.ai/en/articles/16-roles-and-permissions collection: "Team" updated: 2026-10-19 language: en --- # 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

Permission	Owner	Admin	Member
Events
View the Events screen	Yes	Yes	No
Create events	Yes	Yes	No
Edit events	Yes	Yes	No
Delete events	Yes	Yes	No
Leads
View the Leads screen	Yes	Yes	No
Export leads	Yes	Yes	No
Delete leads	Yes	Yes	No
Meetings
View all meetings	Yes	Yes	No
View own meetings	Yes	Yes	Yes
Reschedule meetings	Yes	Yes	Own only
Cancel meetings	Yes	Yes	Own only
SalesPads
Build & manage all team salespads	Yes	Yes	No
Team
Invite members	Yes	No	No
Remove members	Yes	No	No
Change roles	Yes	No	No
View team list	Yes	Yes	Yes
Settings
Billing	Yes	No	No
Connect own calendar & Zoom	Yes	Yes	Yes
Connect CRM, tracking & automation apps	Yes	Yes	No
Personal settings	Yes	Yes	Yes

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:

Action	Owner	Admin	Member
Edit event settings	Yes	Yes	No
View all bookings	Yes	Yes	No
View own bookings	Yes	Yes	Yes
Add/remove hosts	Yes	Yes	No
Change distribution	Yes	Yes	No

## 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](https://help.salescal.ai/en/articles/6a0ca33cae39ecea03070cf1.md) - Creating and managing your team - [Multi-Host Events](https://help.salescal.ai/en/articles/6971ed05b6f993083fae8653.md) - Team event configuration