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  • What can we help you with?
  • πŸš€Getting Started
    • How to set up Zeeg in four quick steps
    • Calendar Integration
      • Google Calendar
        • Google Calendar "Unknown senders" email invitations
      • Apple iCloud Calendar
    • Creating your scheduling page
    • Get your digital business card
    • Sharing your Zeeg scheduling link
      • Adding your scheduling link to your email signature
      • Sharing your scheduling QR code
  • πŸ—“οΈManaging Availability
    • Defining your available times
      • How to create an availability schedule
      • Availability hours of a scheduling page
      • Define different time zones for your Availability Schedules
    • Define event limits
    • Advanced scheduling settings
    • Single-use scheduling links
    • How to hide your scheduling page on Zeeg
    • How to manage unwanted bookings on Zeeg
    • Available times are not displayed on your appointment page?
  • Times should be blocked, but are displayed as available?
  • πŸ”—Integrations & automations
    • Video Conferencing
      • Google Meet
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        • How Zeeg interacts with Webex
      • Zoom
        • How Zeeg interacts with Zoom
        • Adding a passcode for your Zoom meetings
        • Uninstalling Zoom
    • Embedding Zeeg on your site
      • How to Add Zeeg Meeting Scheduling to Your Squarespace Site
    • Zapier Integration
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    • Meta Pixel Integration
    • HubSpot Integration
    • Salesforce Integration
    • Customize your event confirmation page
    • Events webhooks
  • πŸ“…Automated Scheduling
    • Hosting group events with multiple invitees
      • How to set a particular time for a group event?
    • Hosting multiuser collective events
      • Team collective events
      • Shared collective events
    • Ask questions from invitees on your scheduling page
      • Collect consent for your appointments with custom Event Questions
    • How to cancel a scheduled meeting
    • How round robin distribution works
    • How to prefill invitee information on the scheduling page
    • Storing internal invitee data with Custom Query Parameters
  • 🏒Organization
    • Define your organization
    • Add users to your organization
    • Teams in Zeeg
      • Create a team in Zeeg
      • Add team members
    • Organization and Team Roles
    • How to setup SSO with Azure AD (SAML)
    • How to configure SCIM with Azure AD
    • Rooms and Resources
      • Microsoft 365 Resources and RoomLists
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  • Organization
  • Team
  1. Organization

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

βœ…

⛔️

⛔️

Organization integrations

βœ…

⛔️

⛔️

Organization billing

βœ…

⛔️

⛔️

Manage SSO & SCIM

βœ…

βœ…

⛔️

Invite users

βœ…

βœ…

⛔️

Remove users

βœ…

βœ… (Can't remove the Owner)

⛔️

Revoke invitations

βœ…

βœ…

⛔️

Leave organization

⛔️

βœ…

βœ…

Change user roles

βœ…

βœ… Except setting the Owner role

⛔️

View all users

βœ…

βœ…

βœ…

Create teams

βœ…

βœ…

⛔️

Edit and delete all teams

βœ…

βœ…

⛔️

View all teams

βœ…

βœ…

βœ…

Create a scheduling page

βœ… For whole organization

βœ… For whole organization

βœ”οΈ Only One-on-One, group, and shared scheduling pages (except Flexi)

View scheduled events

βœ… For whole organization

βœ… For whole organization

βœ”οΈ Only events they are hosting

Manage scheduled events

βœ… For whole organization

βœ… For whole organization

βœ”οΈ Only events they are hosting

Create workflows

βœ… For whole organization

βœ… For whole organization

βœ”οΈ Only for their own scheduling pages

Create shared collective scheduling pages

βœ…

βœ…

βœ”οΈ Only when they are a host

Create routing-forms

βœ…

βœ…

⛔️

Insights and analytics

βœ… For whole organization

βœ… For whole organization

βœ”οΈ Only for their own pages

Delete organization

βœ…

⛔️

⛔️

Delete own account

βœ… (⚠️ Will trigger organization deletion)

βœ…

βœ…

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

  1. All scheduling pages belonging to the teams of the organization will be removed.

  2. All the organization's teams will be disbanded and deleted.

When a User is removed from the organization:

  1. Any scheduling page that they were the only host, will be deleted.

  2. 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

  1. Any teams where the current Owner is a team Manager, they remain so.

  2. 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

βœ…

⛔️

Add members

βœ…

⛔️

Remove members

βœ…

⛔️

Change members role

βœ…

⛔️

Update team's social links

βœ…

⛔️

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

βœ…

⛔️

View team scheduling pages (collective and round-robin)

βœ…

βœ”οΈ Only the ones they host

View team scheduled events (collective and round-robin)

βœ…

βœ”οΈ Only the ones they host

Manage team scheduled events (collective and round-robin)

βœ…

βœ”οΈ Only the ones they host

Leave team

βœ…

βœ…

Delete team

βœ…

⛔️

When a team Manager deletes a team:

  1. All scheduling pages belonging to that team will be removed.

  2. All team Members will be removed from the team.

  3. 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 11 months ago

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