Help Center

Admins FAQs

10 questions

From Settings → Admin → People, owners and admins can invite and remove users, assign or change roles, manage pending invites, apply bulk actions, and export a CSV list of organization members. They can also transfer ownership, manage seats, assign users to groups or managed events, and track key user details like roles, calendar connection status, and recent scheduling activity.

When you open the Scheduling or Calendar page, you will see your own event types and meetings by default. At the top of the page, open the My Calendly dropdown next to the search bar and select the user or team you want to manage.

No. Each person must connect their own calendar from their Calendly account.

Admins may see whether a calendar is connected from Settings → Admin → People → Active users tab, but they cannot connect, disconnect, or change another person’s calendar settings.

There is no shared or organization-wide calendar connection setting.

Groups in Calendly help admins organize users by department, team, or location so they can manage members, delegate permissions, and track meetings and activity at a group level. Owners and admins can manage all groups, while group admins can oversee users and reports for their assigned groups without needing full admin access. Enterprise customers can also use SCIM to automatically provision users into groups.

The Admin section of Settings is where owners, admins, and group admins manage users, groups, and organization-wide settings. From there, you can view organization activity (Dashboard), manage users and roles (People), organize groups, control login and security settings (Access, Security), handle billing, and configure scheduling settings like permissions, branding, managed events, and Automations.

Admins can manage Automations across their organization to ensure consistent email and text communication and reduce no-shows. Owners and admins can create and manage Automations for Managed Events, while admins can also manage Automations for individual users’ personal event types. Shared event Automations can be managed by owners, admins, and shared event owners, and team event Automations can be managed by owners, admins, and team managers.

Currently, you can create One-on-One events or Group events as Managed Events. 

Admins control this through editing permissions. You can allow or prevent editing by section. If disabled, those sections are locked and automatically sync with admin updates.

After a user is added through SCIM, Calendly sends them an email invitation. The user must accept the invite and sign in using SSO to complete setup. Once they sign in, they’ll take one of your available seats.

If the user doesn’t receive the invite, contact Calendly support and let us know whether the user is a new employee. Enabling SCIM doesn’t affect the user’s calendar or existing integrations, and admins can assign Managed Events or groups after the user is provisioned.

When SSO is enabled, all users are immediately signed out of Calendly and must log back in using their identity provider (IdP) credentials. From that point on, users can no longer sign in with a Calendly password and must use SSO to access their account.

Admins and owners still have the option to Log in using another method, which is useful for troubleshooting or disabling SSO if there’s an IdP issue. Enabling SSO doesn’t change users’ calendars or integrations, but users outside of your IdP won’t be able to log in—so be sure to notify your team before turning it on.


Menu
Popular articles