Once teammates are invited to your organization, you can manage their roles and permissions under Organization > Settings > User Roles & Access.
By default, all newly invited users get the Member role. All users keep full control over their personal account settings, but their access to organization-level features depends on their role.
In the User Roles & Access tab, the Owner can choose what Managers and Members are allowed to do, by turning specific permissions on or off with the toggle switches. Click Save to apply the changes.
| Important: If a user is removed from the organization, they still have access to all past and future meetings scheduled with their personal email address. |
Legend:
✔ always allowed for this role
⚙ can be turned on or off by the Owner
✖ fixed, not available for this role
| Permission | Owner | Manager | Member |
|---|---|---|---|
| Leave Organization | ✔ |
✔ |
✔ |
| View Organization | ✔ |
⚙ |
⚙ |
| View organization reports | ✔ |
⚙ |
⚙ |
| Calendar settings Manage and grant access to colleagues' calendar settings |
✔ |
⚙ |
⚙ |
| View internal events 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. |
✔ |
⚙ |
⚙ |
| Manage Team and Collective Configure Team and Collective meeting types settings to manage team workload distribution (View organization required) |
✔ |
⚙ |
⚙ |
| Manage organization integrations | ✔ |
⚙ |
❌ |
| Edit organization Edit organization details, such as name, logo, and description (View organization required) |
✔ |
⚙ |
❌ |
| Manage users (limited) Managers can edit users, but cannot manage Owners |
✔ |
⚙ |
❌ |
| Manage roles (limited) Managers can manage roles, except for the Owner role (Edit organization and View organization required) |
✔ |
⚙ |
❌ |
| Manage organization translations | ✔ |
⚙ |
❌ |
| Manage organization branding | ✔ |
⚙ |
❌ |
| Manage organization widget | ✔ |
⚙ |
❌ |
| Delete organization | ✔ |
❌ |
❌ |
| Billing access | ✔ |
❌ |
❌ |
| Manage Owner role | ✔ |
❌ |
❌ |
| Allow login as user Log in to the account of another organization member |
✔ |
⚙ |
❌ |
| View organization routing form results View the answers submitted through the organization’s routing forms |
✔ |
⚙ |
❌ |
