Help / Team & admin

The manager role

Manager is a role that sits between a regular user and an admin. It's for a team lead who should oversee a slice of your organization — the people in one or more groups — without handing them the keys to the whole Admin Center. A manager can see and act on their groups' meetings, contacts, and analytics, and can invite and manage the regular users in those groups — but they can't touch org-wide settings, other admins, or anyone outside their groups.

What it is

A manager is always tied to one or more groups. Everything they can see or do is scoped to the members of those groups. There are two levels to that scope, and the difference matters:

• What they can see — a manager can view everything about every member of their groups, whatever that person's role: their meetings, contacts, and analytics. If an admin or owner happens to be a member of one of the manager's groups, the manager can see their activity too.
• What they can change — a manager can only change things that belong to regular users in their groups. They can never edit, deactivate, or act on the account, meetings, or contacts of an admin, an owner, or another manager — even one they can see.

A manager gets a slimmed-down Admin Center with just two pages — Users and Groups — both scoped to their groups. They don't see Teams, Templates, API, branding, plans, or any org-wide settings.

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What a manager can do

Within their groups, a manager can:

• See the whole group's activity. The Meetings, Contacts, and Analytics pages show data for everyone in their groups (not just their own), with a filter to focus on one person.
• Export CSVs of those meetings, contacts, users, and analytics.
• "View as" a group member on the Event Types page, to see how another user's booking pages are set up.
• Invite new regular users into a group they manage (see the steps below).
• Add and remove regular members of their groups on the Groups page.
• Deactivate or reactivate a regular user in their groups.
• Cancel, reschedule, or mark no-show on meetings hosted by a regular user in their groups.
• Delete contacts owned by a regular user in their groups.

What a manager can't do

The guardrails, so there are no surprises:

• No org-wide settings. No Teams, Templates, API and webhooks, branding, themes, plans, or the admin dashboard.
• No role changes. A manager can't change anyone's role, promote or demote, or set the group-admin flag.
• No group management. Only an admin or owner can create, rename, or delete a group — and only an admin or owner decides which groups a manager oversees. A manager can't expand their own scope.
• Hands off privileged members. A manager can view an admin, owner, or fellow manager who shares one of their groups, but can't deactivate, edit, or act on their meetings or contacts.
• No hard deletes. Deleting a user account or permanently deleting a meeting is admin-only. A manager deactivates instead.
• Invites are constrained. A manager can only invite regular users, and must pick one of the groups they manage for each invite.
• No routing-form analytics. The Routing tab in Analytics is hidden for managers.
• Nothing outside their groups. People, groups, and records the manager doesn't oversee simply don't appear for them.

How to make someone a manager

Only an admin or owner can do this, from the Users page:

1. Open Users.
2. In that person's Role column, choose Manager. You'll be asked to enter your own password to confirm the change.
3. A Groups button now appears next to their role. Click it to open Manage Groups, check the group(s) this person should manage, and Save. They're automatically added as a member of each group they manage.

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Until you assign at least one group, a manager oversees nobody — assigning groups is what gives the role its scope.

How a manager invites someone

When a manager invites a user from the Users page, the invite form adds a required Group field:

1. Open Users and start an invite.
2. Enter the person's email — the role is fixed to User.
3. Pick one of the groups you manage. The new person joins that group when they accept, which keeps them inside your scope.

Standard limits still apply: the address may need to be on an allowed email domain, and invitations stop going out once you hit your plan's user limit.

Common pitfalls

• "My manager can't see anyone." They probably have no groups assigned. Open their Groups → Manage Groups and check at least one group. No groups means no scope.
• "My manager can't change an admin on their team." That's by design — managers are view-only for admins, owners, and other managers, even inside their own groups.
• "My manager can't create a group." Only admins and owners create groups. Create the group first, then assign it to the manager.
• A manager can't invite an admin or a second manager. Manager invites are limited to regular users, and always require picking a group. Promoting someone to manager or admin is an admin/owner action on the Users page.
• Changing a role asks for your password. That's expected — role changes are password-confirmed for safety.