System roles
CalGest includes five built-in roles:System roles cannot be deleted. They are always available in your organization.
The Employee role needs a calendar
An Employee sees only the appointments on their own calendar, so the role is only offered for team members with Takes appointments on. To turn someone’s calendar off, give them another role first. The dialog asks for it.Admins and the owner
Only the owner can change the access of an Admin: their role, their sign-in, or an invitation to Admin. The owner’s own role can’t change. To transfer ownership, contact support.Clients
Your clients don’t use the CalGest apps. They book through your booking page and get your reminders and messages. You can’t invite anyone as a Customer or move a team member to that role.Permission matrix
Permissions are organized by resource and action. Owner and Admin begin with full access. Manager and Employee begin with narrower appointment, customer, team and appointment-type access. Customer has no access, whatever its permissions say. Open Settings > Permissions to see the authoritative matrix for your workspace. Existing organizations can differ because Owners and Admins can change most role permissions at any time. Team members lists the permissions behind each team action.Customizing permissions
You can adjust the permission matrix for your organization in Settings > Permissions. This lets you fine-tune what each role can do for each resource. The Owner role always has full access and can’t be changed. Only the owner can edit the Admin role, and nobody can give a role a permission they don’t hold themselves. Available actions per resource:- Create: add new records
- Read: view records
- Update: edit existing records
- Delete: remove records
- Manage: full control, including all of the above