Roles and permissions

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.

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System roles

CalGest includes five built-in roles:

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Permission matrix

Permissions are organized by resource and action. Owner and Admin begin with full access. Manager and Employee begin with narrower appointment, customer, employee, and appointment-type access, while Customer is limited to their own appointments. 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.

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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)