CalGest uses roles to control what each team member can see and do. Every member of your organization is assigned a role, and that role determines their permissions.
System roles
CalGest includes five built-in roles:
| Role | Description |
|---|
| Owner | Full access to everything. Cannot be reassigned or removed. |
| Admin | Full access to all features and settings. |
| Manager | Can manage customers, appointments, and view employees. |
| Employee | Can manage appointments and create customers. |
| Customer | Can only view their own appointments. |
System roles cannot be deleted. They are always available in your organization.
Permission matrix
Permissions are organized by resource and action. Here’s what each role can do by default:
| Resource | Owner | Admin | Manager | Employee | Customer |
|---|
| Appointments | Full | Full | Full | Full | View own |
| Customers | Full | Full | Full | Create, View | — |
| Employees | Full | Full | View | — | — |
| Appointment types | Full | Full | View | View | — |
| Locations | Full | Full | View | View | — |
| Custom fields | Full | Full | View | View | — |
| Tracking | Full | Full | Full | View | — |
| Notifications | Full | Full | — | — | — |
| Settings | Full | Full | — | — | — |
| Roles | Full | Full | — | — | — |
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.
Available actions per resource:
- Create — add new records
- Read — view records
- Update — edit existing records
- Delete — remove records
- Manage — full control (includes all of the above)
