Organization and Team Roles

Overview of Organization and Team roles in Zee and the permissions of each role.

There are basically 5 roles in a Zeeg organization:

  • Organization Owner

  • Organization Admin

  • Organization User

  • Team Manager

  • Team Member

A user may have one or more roles at once, for example:

  • Only Organization Owner

  • Organization Owner + Team Manager of one or multiple teams

  • Organization Admin + Team Manager of one or multiple teams + Team Member of one or multiple teams

  • Team Manager of one or multiple teams + Team Member of one or multiple teams

  • Organization User + Team Manager of one or multiple teams + Team Member of one or multiple teams

Organization

There are three roles for an Organization: Owner, Admin, and User.

The main permission of each role is per below:

  • Owner: Can manage all aspects of the organization and its teams.

  • Admin: Can create teams and manage the teams for which they are a manager.

  • User: Can be added to teams, and manage the teams for which they are a manager.

Organization must always have an Owner.

You can find the detailed permissions of each role in the following table:

Owner
Admin
User

Update organization info

⛔️

⛔️

Organization integrations

⛔️

⛔️

Organization billing

⛔️

⛔️

Manage SSO & SCIM

⛔️

Invite users

⛔️

Remove users

✅ (Can't remove the Owner)

⛔️

Revoke invitations

⛔️

Leave organization

⛔️

Change user roles

✅ Except setting the Owner role

⛔️

View all users

Create teams

⛔️

Edit and delete all teams

⛔️

View all teams

Create a scheduling page

✅ For whole organization

✅ For whole organization

✔️ Only One-on-One, group, and shared scheduling pages (except Flexi)

View scheduled events

✅ For whole organization

✅ For whole organization

✔️ Only events they are hosting

Manage scheduled events

✅ For whole organization

✅ For whole organization

✔️ Only events they are hosting

Create workflows

✅ For whole organization

✅ For whole organization

✔️ Only for their own scheduling pages

Create shared collective scheduling pages

✔️ Only when they are a host

Create routing-forms

⛔️

Insights and analytics

✅ For whole organization

✅ For whole organization

✔️ Only for their own pages

Delete organization

⛔️

⛔️

Delete own account

✅ (⚠️ Will trigger organization deletion)

When an organization Admin’s role changes to User, nothing changes about their team roles.

Team

Within a Team, there are two roles:

  • Manager

  • Member

Teams must have at least one Manager.

Manager
Member

Manage team's profile

⛔️

Add members

⛔️

Remove members

⛔️

Change members role

⛔️

Update team's social links

⛔️

Create and manage team scheduling pages (collective and round-robin)

⛔️

View team scheduling pages (collective and round-robin)

✔️ Only the ones they host

View team scheduled events (collective and round-robin)

✔️ Only the ones they host

Manage team scheduled events (collective and round-robin)

✔️ Only the ones they host

Leave team

Delete team

⛔️

Last updated