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Member Roles

Setting permissions for your team

Updated over a week ago

Much like a traditional workspace, Appointlet allows you as the account administrator to set permissions for your team members and assign them to specific roles. After all, your account contains sensitive information that you may not want your team members touching.

Before you can choose roles for your members, you'll need to invite them to your team. Check out this guide to learn how.

Accessing the Members Menu

Select Members from the left navigation menu to access your list of active and deactivated team members, as well as any pending invites.

In the Members view, each team member's role is shown beside their name and/or email in the "Role" column. Members can be assigned to roles whether they have accepted their invitation or if they've been invited but have not yet accepted. Click on the role to expand a list of options and view a description of each.

Understanding Roles

Member is the role that grants the the least access to view and edit account settings. Members can view scheduling pages and meeting types, but are not allowed to edit other than their own meetings and personal information. Members can open the Meetings page but will not be able to see any meetings on file.

Hint: We recommend that the account owner or admin assign Members to their respective meeting types on their behalf to prevent the need for back-and-forth planning.

Manager is the role that allows for viewing and editing scheduling pages, meeting types, and meetings. Managers are not permitted to edit account and billing information or members and their roles.

Admin is the role that grants the user total access to all areas of the account. An Admin is free to view and edit meeting types, scheduling pages, meetings, member roles and account information. Admins may also deactivate or reactivate members.

If you are the one who created the account, you automatically have full administrative access. However, your member profile will display the title Owner instead of Admin. Account owners have full administrative access to the account and are also responsible for the subscription if the account is set up on the premium plan.

Transferring Ownership

Account ownership may be transferred to another member by the account owner only. To do this, simply click the member role of the new owner and navigate to the Transfer Ownership option.

Once you've authorized the transfer, the new owner will automatically receive administrative access to the account and will take on all subscription responsibilities.

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