Admins can set up groups in Calendly to manage users, delegate group admin permissions, and monitor group activity for better reporting.
For example, you can:
- Segment users based on department, job function, or location.
- Delegate control to 'group admins' to manage and report on their group.
- View scheduled meetings and activity by group.
Before you begin
- Owners and admins can manage all users and groups.
- Group admins can only view and manage users in their assigned group(s).
- Organizations on the Enterprise plan using SCIM can automatically provision users into groups.
Best practices
For a group admin:
- Manage groups: Group admins can oversee and report on members in their group without needing full admin permissions.
- Create routing forms: You can create routing forms and manage your group without affecting other groups.
- Multi-group admin: You can be an admin for multiple groups without needing to be a member, which helps maintain consistency across the organization.
- Invite members: If allowed, invite new users to your organization. This feature is enabled by an owner/admin under Permissions in the Admin center.
For an owner/admin:
- Delegate permissions: Allow group admins to invite members or restrict this to full admins by adjusting the permissions in the admin center.
- Track activity: Use group reporting to monitor key stats such as account activation, pending invitations, total meetings scheduled, and recent activity.
- Export reports: Export group member reports to track activity metrics like the number of events scheduled and active participation over time.
Setting up groups
Ready to set up groups? These Help Center articles walk you through the steps.