Role administration: Difference between revisions

No edit summary
No edit summary
 
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
In Organization management, you can change teammates' roles once they are invited to the organization. By default, all invited users are assigned a "Member" role.
<div class="text" style="display:flex;">
All users have full access to all personal account settings while other settings are limited within the organization. See the user roles limits in relation to organization management below.
<div class="description" style="display:block; width:40%">


Once teammates are invited to your organization, you can manage their roles and permissions under '''Organization''' > '''Settings''' > '''User Roles & Access.'''
<br><br>
By default, all newly invited users are assigned the '''Member''' role. All users retain full control over their '''personal account settings''', but their access to organization-level features varies based on their assigned role.
<br><br>
Under the '''User Roles & Access''' tab, the '''Owner''' can customize what '''Managers''' and '''Members''' are allowed to do by enabling or disabling specific permissions using toggle switches. Permissions marked with an '''<span style="color:red;">X</span>''' are fixed and cannot be modified for that role.
Refer to the table below for a breakdown of access levels by role
<br><br>




 
{|style="border-left:solid 2px #06adef; font-size:92%;
{|style="border-left:solid 2px #06adef; font-size:92%; padding: 20px;
| style="padding: 20px;| <span style="color:#06adef">'''Important'''</span> If a user is removed from the organization, he/she will still have access to all past and future meetings scheduled with his/her personal email address.
|
<span style="color:#06adef">Please note:</span> If a user will be deleted from an organization he will still have access to all past/future meetings if he was registered via his personal email address.
|}
|}
</div>


 
{| style="display:block; width:100%; max-width:50%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"
 
{| style="width:60%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; font-style: normal; font-weight: 400; font-size: 14px;"
|- style=""
|- style=""
! style="font-weight: bold; padding: 30px; text-transform: uppercase;" |  
! style="font-weight: bold; padding: 30px;" | Permission
! style="text-align: center; font-weight: bold; color: #0B3052;" | Owner
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Owner
! style="text-align: center; font-weight: bold; color: #0B3052;" | Manager
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Manager
! style="text-align: center; font-weight: bold; color: #0B3052;" | Member
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Member
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Leave Organization
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center;" | &#10004; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View Organization
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View organization reports
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Calendar settings<br><span style="font-size:10px; color: gray;">Manage and grant access to colleagues' calendar settings</span>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View internal events<br><span style="font-size:10px; color: gray;">View internal events created by organization members (View organization reports required). In order to create meetings for other organization members, Manage users should be enabled for the user role.</span>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | View Organization
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Team and Collective<br><span style="font-size:10px; color: gray;">Configure Team and Collective meeting types settings to manage team workload distribution (View organization required)</span>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Edit Organization
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization integrations
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Manage Organization Users
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Edit organization<br><span style="font-size:10px; color: gray;">Edit organization details, such as name, logo, and description (View organization required)</span>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | Except for<br>the Owner <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Invite New Users
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage users (limited)<br><span style="font-size:10px; color: gray;">Managers can edit users, but cannot manage Owners</span>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Delete Organization
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage roles (limited)<br><span style="font-size:10px; color: gray;">Managers can manage roles, except for the Owner role (Edit organization and View organization required)</span>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | View Organization Report
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization translations
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Leave Organization (login type/SSO password)
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization appearance
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | View and Manage Billing
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization widget
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Edit Team Meeting types
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Delete organization
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Access Custom translations
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Billing access
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Visible on Booking Website
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Owner role
| style="border-bottom: 1px solid #e7ecf7; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|}
|}
</div>