FeaturesTeam

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
Create personal events	Yes	Yes	Yes
Create team events	Yes	Yes	No
Edit own events	Yes	Yes	Yes
Edit all events	Yes	Yes	No
Delete events	Yes	Yes	Own only
Leads
View all leads	Yes	Yes	No
View assigned leads	Yes	Yes	Yes
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
Team
Invite members	Yes	Yes	No
Remove members	Yes	Yes	No
Change roles	Yes	No	No
View team list	Yes	Yes	Yes
Settings
Company settings	Yes	Yes	No
Billing	Yes	No	No
Integrations	Yes	Yes	Own only
Personal settings	Yes	Yes	Yes

Role Details

Owner Capabilities

The Owner can:

Access all features and data
Manage billing and subscription
Change any team member's role
Delete the account
Transfer ownership

Limitations:

Only one owner per account
Cannot be demoted (must transfer ownership)

Admin Capabilities

Admins can:

Create and manage team events
View all leads and meetings
Export data
Manage team members (except owner)
Configure company settings
Set up integrations

Cannot:

Access billing
Change owner's role
Delete the account

Member Capabilities

Members can:

Create personal events
Manage their own events
View leads assigned to them
View their own meetings
Connect personal integrations
Set personal availability

Cannot:

Create team events
View other members' data
Export bulk data
Manage 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: See leads from their bookings only

Meetings

Owner/Admin: See all meetings
Member: See meetings they're hosting

Analytics

Owner/Admin: Account-wide analytics
Member: Personal performance only

Changing Roles

Promoting a Member

Go to Team
Click on the member
Select Edit Role
Choose Admin
Save

Demoting an Admin

Go to Team
Click on the admin
Select Edit Role
Choose Member
Save

Note: Only Owners can change roles.

Transferring Ownership

To transfer account ownership:

Go to Settings > Account
Find Transfer Ownership
Select the new owner (must be admin or member)
Confirm the transfer

Important:

You'll become an Admin after transfer
New owner gets full billing access
This cannot be undone easily

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: Manage team, configure events

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

Ownership must be transferred first
Owner cannot be directly demoted

Team Setup - Creating and managing your team
Multi-Host Events - Team event configuration

Team Setup

Set up your team to collaborate on booking events, share calendars, and distribute leads across multiple team members.

Google Calendar Integration

Connect Google Calendar to sync meetings, check availability, and automatically create Google Meet links.