Roles & Permissions

Manage team roles and granular permissions for controlling access.

Updated Sep 19, 20262 min read

title: Roles & Permissions category: Settings & Account order: 5 description: Manage team roles and granular permissions for controlling access.

Roles & Permissions

Control what each team member can see and do by assigning them a role with specific permissions.

Where to find it

Settings → Roles & Permissions.

Default roles

SchedulingKit comes with four built-in roles:

Role	Description	Editable	Deletable
Owner	Full access to everything. Assigned to the team creator.	No	No
Admin	Full access minus ownership actions (e.g. deleting the team).	Yes	No
Manager	Manage day-to-day operations, team, and scheduling.	Yes	No
Staff	View and manage own bookings and availability.	Yes	No

Custom roles

Create custom roles for more specific needs:

Go to Settings → Roles & Permissions.
Click Create Role.
Enter a name and description.
Select the permissions for this role.
Save.

Permission categories

Services (Event Types)

Permission	Description
`view_services`	View event types
`create_services`	Create new event types
`edit_services`	Edit existing event types
`delete_services`	Delete event types
`manage_service_assignments`	Assign/unassign team members to event types

Bookings

Permission	Description
`view_bookings`	View bookings/events
`create_bookings`	Create new bookings manually
`edit_bookings`	Edit booking details
`cancel_bookings`	Cancel bookings
`reschedule_bookings`	Reschedule bookings

Team

Permission	Description
`view_team_members`	View the team member list
`invite_team_members`	Send invitations to new members
`edit_team_members`	Edit member details and roles
`remove_team_members`	Remove members from the team
`manage_team_settings`	Change team-level settings

Locations

Permission	Description
`view_locations`	View locations
`create_locations`	Create new locations
`edit_locations`	Edit locations
`delete_locations`	Delete locations

Customers/Clients

Permission	Description
`view_customers`	View the client list and details
`create_customers`	Add new clients
`edit_customers`	Edit client information
`delete_customers`	Delete clients
`export_customers`	Export client data to CSV

Availability

Permission	Description
`view_availability`	View availability schedules
`edit_own_availability`	Edit your own availability
`edit_team_availability`	Edit other team members' availability

Calendar

Permission	Description
`manage_calendar_connections`	Connect/disconnect calendar accounts
`sync_calendars`	Trigger calendar sync

Billing & Finance

Permission	Description
`view_billing`	View invoices and financial data
`manage_billing`	Create/edit invoices, manage taxes
`view_payments`	View transactions
`process_refunds`	Issue refunds

Analytics

Permission	Description
`view_analytics`	View dashboard analytics
`export_reports`	Export analytics reports

Workflows

Permission	Description
`view_workflows`	View automation workflows
`create_workflows`	Create new workflows
`edit_workflows`	Edit workflows
`delete_workflows`	Delete workflows

Coupons & Gift Cards

Permission	Description
`view_coupons`	View coupons
`create_coupons`	Create coupons
`edit_coupons`	Edit coupons
`delete_coupons`	Delete coupons
`view_gift_cards`	View gift cards
`create_gift_cards`	Create and manage gift cards

Webhooks

Permission	Description
`view_webhooks`	View webhook configurations
`create_webhooks`	Create webhooks
`edit_webhooks`	Edit webhooks
`delete_webhooks`	Delete webhooks

Assigning roles

Go to Settings → Team or when inviting a new member.
Select the member.
Choose their role from the dropdown.
Save.

A team member can have one role. Change their role at any time.

Important notes

The Owner role cannot be edited or assigned to others (ownership transfer is a separate process).
Removing a permission from a role immediately affects all users with that role.
Custom roles can be deleted only if no team members are currently assigned to them.

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