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Organization and Team Roles

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

Written by Fernando Figueiredo
Updated over 2 months ago

Zeeg Organization Roles and Permissions

There are basically 5 roles in a Zeeg organization:

  • Organization

    • Owner

    • Admin

    • User

    • External

    • Partner

  • Team

    • Manager

    • 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 five roles for an Organization: Owner, Admin, User, External, and Partner.

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.

  • External: Can be added to scheduling pages and get scheduled for meetings, but will not be able to view and edit any of the settings, other users in the organization.

  • Partner: A Zeeg integration partner managing your setup; very similar to an admin, but cannot be added to scheduling pages and cannot get scheduled for meetings.

Organization must always have an Owner.

Organization Permissions Table

Permission

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)

Important Notes

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.

Team Permissions Table

Permission

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

⛔️

Important Notes

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.

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