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Role administration: Difference between revisions

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<div class="description" style="display:block; width:40%">
<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>
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>




{|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.
|}
|}
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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;" | &#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; padding: 10px;" | View Organization
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#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; color: #06ADEF; 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: 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
| 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
| 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;" | 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;" | &#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: #06ADEF; font-size:28px; text-align: center;" | &#9881; <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;" | &#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; color: #06ADEF; 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; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <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;" | &#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; font-size:92%;" | 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: 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;" | &#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; color: #06ADEF; 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: 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;" | &#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: 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;" | &#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; color: #06ADEF; 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: 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;" | &#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; color: #06ADEF; 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; color: #06ADEF; 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: 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;" | &#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: 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;" | &#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: 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;" | &#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: 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;" | &#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; color: #06ADEF; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|}
|}
</div>
</div>
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