Admins can set up groups in Calendly to manage users and track group activity.
For example, you can:
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Organize users by department, team, or location.
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Let group admins manage and report on their group.
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Track meetings and activity by group.
Before you begin
- Owners and admins can manage all users and groups.
- Group admins can view and manage users in their assigned group(s).
- Enterprise customers can use SCIM to automatically provision users into groups.
Best practices
For a group admin:
- Manage groups - Oversee and report on your members without needing full admin access.
- Create routing forms- Set up forms for your group without affecting others.
- Multi-group admin - Manage more than one group without being a member.
- Invite members - If allowed, invite new users to your organization. This feature is enabled by an admin under Permissions in the Admin center.
For an owner/admin:
- Delegate permissions - Let group admins invite users or limit this to organization admins.
- Track activity - Use reports to monitor invites, meetings, and user activity.
- Export reports - Export group member reports to track activity metrics, like the number of events scheduled.
Setting up groups
Ready to set up groups? These Help Center articles walk you through the steps.