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Organization and Team Roles

This article explains the roles that exist in Zeeg, what each role can do, and how organization-level roles interact with team-level roles. Use it as a reference when inviting users, assigning permissions, or troubleshooting access.

Written by Fernando Figueiredo

At a glance

  • Organization roles (5): Owner, Admin, Partner, User, External

  • Team roles (2): Manager, Member

  • Every user has one organization role. A user can additionally be a Manager or Member on any number of teams within that organization.

  • Organization-level roles override team-level roles. An Owner, Admin, or Partner can administer any team in the organization without being added to it as a Manager.

Organization roles

Owner

Full control over the organization. There is exactly one Owner at any time.

Only the Owner can:

  • Change the subscription plan, pause/resume, end/extend trial, or cancel the subscription

  • Delete the organization

  • Transfer ownership

The Owner can also do anything an Admin can do.

Admin

Day-to-day administrator of the organization. Admins can manage users, teams, integrations, SSO/SCIM, webhooks, routing forms, workflows, scheduling pages, and view organization-wide insights and the activity log. Admins cannot change the subscription plan, cancel the subscription, or delete the organization.

Partner

A Zeeg integration partner who manages your setup on your behalf. Partners have nearly the same management capabilities as an Admin — they can configure SSO/SCIM, manage billing payment methods, invite and manage users, and create teams and scheduling pages.

Two important differences from Admin:

  • A Partner cannot be added to scheduling pages and cannot be scheduled for meetings (their seat is free of charge).

  • A Partner cannot view the organization activity log.

Partners do not appear in team member rosters or in resource selectors.

Most organizations have at most one Partner. There is a per-organization cap on Partner seats.

User

A regular member of the organization.

Users can:

  • Be added to scheduling pages and be scheduled for meetings

  • Be added to any team as a Manager or Member

  • View teammates and team scheduling pages

  • View their own billing information and credits

Users cannot invite other users, create or delete teams at the organization level, manage SSO/SCIM, change subscription plans, or view the organization activity log. (A User who is also a Team Manager gets full management rights for that team — see "How org and team roles interact" below.)

External

A guest who participates in scheduling without seeing organization internals. External users can be added as a host on a scheduling page and be scheduled for meetings, but they cannot view organization settings, teams, members, billing, or insights. Their UI is limited to their personal profile, calendar, integrations, security, email preferences, and API tokens.

External users count toward paid-seat limits and are commonly used for contractors who only need to host meetings.

Organization permissions matrix

✅ = allowed · ❌ = not allowed

Permission

Owner

Admin

Partner

User

External

Organization profile

View organization

✅

✅

✅

✅

✅

Update organization (name, logo, slug, branding)

✅

✅

✅

❌

❌

Delete organization

✅

❌

❌

❌

❌

Leave organization

✅¹

✅

✅

✅

✅

Delete own account

✅

✅

✅

✅

✅

Billing & subscription

View billing area (plan, usage)

✅

✅

✅

✅

❌

View receipts and download PDFs

✅

✅

✅

❌

❌

Update payment method

✅

✅

✅

❌

❌

Purchase / change subscription plan

✅

❌

❌

❌

❌

Pause, resume, cancel subscription

✅

❌

❌

❌

❌

End or extend trial

✅

❌

❌

❌

❌

View own credits balance

✅

✅

✅

✅

❌

Purchase / manage credits

✅

✅

✅

❌

❌

Users

View all users in the organization

✅

✅

✅

✅

❌

Invite users

✅

✅

✅

❌

❌

Resend or revoke pending invites

✅

✅

✅

❌

❌

Change a user's organization role

✅

✅

✅

❌

❌

Remove a user from the organization

✅

✅

✅

❌

❌

Edit another user's profile

✅

✅

✅

❌

❌

Teams

View all teams

✅

✅

✅

✅

❌

Create a team

✅

✅

✅

❌

❌

Delete a team

✅

✅

✅

❌

❌

SSO & SCIM

Configure SSO

✅

✅

✅

❌

❌

Configure SCIM

✅

✅

✅

❌

❌

Integrations

Configure organization integrations (Stripe, PayPal, calendar)

✅

✅

✅

❌

❌

Scheduling

Create personal scheduling pages (event types)

✅

✅

❌²

✅³

❌

Create shared / collective scheduling pages

✅

✅

✅

❌

❌

Create routing forms

✅

✅

✅

❌

❌

Create organization workflows

✅

✅

✅

❌

❌

Be scheduled for meetings (added as host)

✅

✅

❌

✅

✅

Webhooks

Create, view, update, delete webhooks

✅

✅

✅

❌

❌

AI Agents

View, create, edit, delete AI agents

✅

✅

✅

❌

❌

Insights & audit

View organization-wide insights & analytics

✅

✅

✅

❌

❌

View activity log

✅

✅

❌

❌

❌

Footnotes

  1. The Owner can leave the organization only after transferring ownership to another member. When ownership is transferred, the previous Owner is demoted to Admin.

  2. Partners are not bookable, so they do not have personal scheduling pages.

  3. A regular User can create a personal scheduling page for themselves. To create a page that includes other users as hosts, they must be a Manager on a team that contains those users.

Team roles

Within a team, every member is either a Manager or a Member.

Manager

Administers the team. Managers can:

  • Edit team profile (name, slug, description, logo, branding, social links)

  • Add and remove team members and change member roles

  • Create, edit, reorder, and delete team scheduling pages (event types)

  • Create and manage team workflows and routing forms

  • View team-level insights and analytics

  • Leave the team (provided another Manager remains)

Member

A participant in the team. Members can:

  • View the team and its members

  • View the team's public scheduling pages

  • Be added as a host on team scheduling pages and be scheduled for meetings

  • Edit a team scheduling page they are a host on (but not pages they are not a host on)

  • Leave the team

Members cannot edit team settings, manage other members, create new team scheduling pages, manage workflows, or view team analytics.

Team permissions matrix

Permission

Manager

Member

Edit team profile (name, slug, description, logo, branding)

✅

❌

Update team social links

✅

❌

Add a member to the team

✅

❌

Remove a member from the team

✅

❌

Change a member's team role

✅

❌

Create team scheduling pages (event types)

✅

❌

Edit a team scheduling page they are a host on

✅

✅

Edit / reorder / delete any team scheduling page

✅

❌

View team scheduling pages

✅

✅

Create and manage team workflows

✅

❌

Create and manage team routing forms

✅

❌

View team insights and analytics

✅

❌

Be added as a host on team scheduling pages

✅

✅

View team members

✅

✅

Leave the team

✅¹

✅

Delete the team

❌²

❌²

Footnotes

  1. A Manager can leave only if at least one other Manager remains on the team.

  2. Deleting a team is an organization-level action, available to Owner, Admin, and Partner.

How organization and team roles interact

Permissions are evaluated in this order:

  1. Organization Owner, Admin, or Partner — full management rights on every team in the organization, even teams they have not been added to. They do not need to be a Team Manager to edit a team's pages, members, or settings.

  2. Team Manager — full management rights for that specific team. A regular Org User who is a Manager on Team A can manage Team A but has no special rights elsewhere.

  3. Team Member — view-only rights within the team plus the ability to be scheduled.

  4. Org User who is not on the team — can see the team in listings but cannot manage it.

  5. Org External — generally cannot see the team unless added as a host on one of its scheduling pages.

A user's effective permission for any action is the highest right granted by any of these layers.

Constraints and edge cases

  • Every organization must have exactly one Owner. Ownership can be transferred but not removed.

  • Every team must have at least one Manager. The last remaining Manager cannot leave or be demoted until another Manager is assigned.

  • Removing a user from the organization removes them from every team they belong to and reassigns or removes them from any scheduling pages where they were hosts. Pages that would be left without any host may be paused.

  • Partner seats are free and do not count toward your paid seat total. Externals also do not count toward most seat limits.

  • External users cannot reach organization settings. If they navigate to an organization URL directly, they are redirected to their personal profile.

  • A user who is both an Org Admin and a Team Member sees the team's manager UI because the org role wins.

  • Changing a user's org role takes effect immediately for new requests; existing sessions reflect the change on next page load.

Frequently asked questions

Can a Partner be billed for a seat?

No. Partner seats are free; they exist so that an external integrator can manage your setup without consuming a paid seat.

Can an External user log in?

Yes. They sign in like any other user but only see their personal scheduling-related pages.

Can I have multiple Owners?

No. There is exactly one Owner per organization. Use Admin or Partner for additional administrators.

Why can my Admin not change the subscription plan?

Subscription changes are restricted to the Owner. Ask the Owner to make the change, or transfer ownership.

Why can my Partner not see the activity log?

Activity log access is restricted to Owner and Admin. The activity log can include Partner actions, so the Partner role is intentionally excluded from viewing it.

Related Articles
Teams in Zeeg
User management
Partners: Invite collaborators without using seats
How to Set Up Workspaces for Customers (As an Agency)
Assigning Roles and Teams via SCIM in Microsoft Entra ID
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