How to customize roles for users before inviting them to Calendly

Overview:

Streamline your Calendly account management by customizing user roles before inviting them. Optimize workflow organization and enhance user experience by tailoring roles to specific needs. This guide offers a seamless process for creating and customizing roles, ensuring efficiency and clarity in user management within the Calendly platform. Improve collaboration and communication by empowering administrators to set up roles that align with your team's unique requirements.

1. Click here to invite user

2. Customize permissions for the upcoming teammate.

3. Enter the list of other emails that should also be added.

4. Create a new group for these contacts for future use.

5. Give your new group a name and continue.

6. Ready to set roles? Click Next.

7. Need to adjust their role? Click to change.

8. Ready to Assign event types? Click Next.

9. Now, to finalize, click Send invitation again.

10. To manage your team, navigate to the Admin management section.

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