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| <div class="description" style="display:block; width:40%"> | | <div class="description" style="display:block; width:40%"> |
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| | | Once teammates are invited to your organization, you can manage their roles and permissions under '''Organization''' > '''Settings''' > '''User Roles & Access.''' |
| | | <br><br> |
| 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.
| | 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. |
| 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. | | <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> |
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| {|style="border-left:solid 2px #06adef; font-size:92%; | | {|style="border-left:solid 2px #06adef; font-size:92%; |
| | style="padding: 20px;| <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. | | | 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. |
| |} | | |} |
| </div> | | </div> |
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| {| 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="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="" | | |- 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; width:20%;" | Owner | | ! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Owner |
| ! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Manager | | ! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Manager |
| ! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | 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;" | ✔ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; " | ✔ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center;" | ✔ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View Organization | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View Organization |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <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;" | ⚙ <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;" | ✔ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | ⚙ <br> |
| | |- |
| | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Calendar settings |
| | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | ⚙ <br> |
| | |- |
| | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View internal events |
| | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | ⚙ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Edit Organization | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Team and Collective |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <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; " | ⚙ <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;" | ⚙ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Access to view and check colleagues availability | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization integrations |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Organization Users | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Edit organization |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center; font-size:92%;" | Except for<br>the Owner <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Invite New Users | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage users |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Delete Organization | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage roles |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <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; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View Organization Report | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization translations |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Leave Organization (login type/SSO password) | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization appearance |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View and Manage Billing | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization widget |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF;text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <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; " | ⚙ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Edit Team Meeting types | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Delete organization |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Access Custom translations | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Billing access |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |- | | |- |
| | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Visible on Booking Website | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Owner role |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | ✔ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center;" | ✔ <br> | | | style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | ❌ <br> |
| |} | | |} |
| </div> | | </div> |