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

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

View scheduled events

✅ For whole organization

✔️ Only events they are hosting

Manage scheduled events

✅ For whole organization

✔️ Only events they are hosting

Create workflows

✅ 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

✔️ Only for their own pages

Delete organization

✅

⛔️

Delete own account

✅ (⚠️ Will trigger organization deletion)

✅

When the organization Owner deletes the organization or their own account:

All scheduling pages belonging to the teams of the organization will be removed.
All the organization's teams will be disbanded and deleted.

When a User is removed from the organization:

Any scheduling page that they were the only host, will be deleted.
Any teams that they were the only user in the team, will be deleted.

When the current organization Owner assigns another user as the Owner

Any teams where the current Owner is a team Manager, they remain so.
The current Owner becomes an organization Admin.

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.

The organization Owner and Admins have full access to all teams, their scheduling pages, and their scheduled events, irrespective of whether they are on the team.

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

✅

⛔️

When a team Manager deletes a team:

All scheduling pages belonging to that team will be removed.
All team Members will be removed from the team.
The team will be deleted.

When the organization's Owner or an Admin create a team, they become the team's Manager.

When a User is removed from a team, any scheduling page that they were the only host will be deleted.

Last updated 1 year ago

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

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

View scheduled events

✅ For whole organization

✔️ Only events they are hosting

Manage scheduled events

✅ For whole organization

✔️ Only events they are hosting

Create workflows

✅ 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

✔️ Only for their own pages

Delete organization

✅

⛔️

Delete own account

✅ (⚠️ Will trigger organization deletion)

✅

When the organization Owner deletes the organization or their own account:

All scheduling pages belonging to the teams of the organization will be removed.
All the organization's teams will be disbanded and deleted.

When a User is removed from the organization:

Any scheduling page that they were the only host, will be deleted.
Any teams that they were the only user in the team, will be deleted.

When the current organization Owner assigns another user as the Owner

Any teams where the current Owner is a team Manager, they remain so.
The current Owner becomes an organization Admin.

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.

The organization Owner and Admins have full access to all teams, their scheduling pages, and their scheduled events, irrespective of whether they are on the team.

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

✅

⛔️

When a team Manager deletes a team:

All scheduling pages belonging to that team will be removed.
All team Members will be removed from the team.
The team will be deleted.

When the organization's Owner or an Admin create a team, they become the team's Manager.

When a User is removed from a team, any scheduling page that they were the only host will be deleted.

Last updated 1 year ago