SalesCal Docs

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
View the Events screen	Yes	Yes	No
Create events	Yes	Yes	No
Edit events	Yes	Yes	No
Delete events	Yes	Yes	No
Leads
View the Leads screen	Yes	Yes	No
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
SalesPads
Build & manage all team salespads	Yes	Yes	No
Team
Invite members	Yes	No	No
Remove members	Yes	No	No
Change roles	Yes	No	No
View team list	Yes	Yes	Yes
Settings
Billing	Yes	No	No
Connect own calendar & Zoom	Yes	Yes	Yes
Connect CRM, tracking & automation apps	Yes	Yes	No
Personal settings	Yes	Yes	Yes

Members have a deliberately narrow workspace: they see only the Dashboard (bookings only), Meetings, Availability, Integrations (their own calendar and Zoom), and Settings. The Events, Leads, and SalesPads screens are hidden from them entirely.

There is exactly one Owner per team (the person who created it). Everyone else is an Admin or a Member.

Role Details

Owner Capabilities

The Owner can:

Access all features and data
Manage billing and subscription
Invite, remove, and change the role of any team member
Delete the account

Limitations:

Only one owner per account — the person who created the team
Cannot be demoted, and ownership can't currently be reassigned in-app

Admin Capabilities

Admins have full operational access — everything except managing the team and billing.

Admins can:

Create and manage team events
View and act on all leads, meetings, and events across the team
Build and manage all of the team's salespads
Connect CRM, tracking, and automation integrations
Connect their own Google Calendar, Outlook, and Zoom accounts
Export data

Cannot:

Invite, remove, or change the role of team members
Access billing
Delete the account

Member Capabilities

Members can:

View their own meetings — the bookings landed on their calendar
See a bookings-only dashboard
Reschedule and cancel their own meetings
Set their personal availability
Connect their own Google Calendar, Outlook, and Zoom accounts

Cannot:

Access the Events, Leads, or SalesPads screens
View other members' data
Connect CRM, tracking, or automation integrations
Manage the 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: No access to the Leads screen

Meetings

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

Analytics

Owner/Admin: Account-wide dashboard — bookings, leads, and per-event performance
Member: Bookings-only dashboard — no leads or per-event analytics

Changing Roles

Promoting a Member

Go to Team
Click Edit next to the member
Choose Admin from the role dropdown
Click Save Changes

Demoting an Admin

Go to Team
Click Edit next to the admin
Choose Member from the role dropdown
Click Save Changes

Note: Only Owners can change roles.

Transferring Ownership

Ownership is currently fixed to the person who created the team and can't be reassigned from within the app. If you need to change the owner (for example, the original owner has left), contact support and we'll help you transfer it.