How to manage group members

Keep your groups up to date. This guide shows how to manage members, change roles, and export group info.

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).
• Group admins can manage more than one group.
• A member can only belong to one group.

Add a member to a group

1. Go to the Admin center, then select Groups.
2. Select the group you want to edit.
3. Select Add member, then enter the member's name or email.
4. Select Add.

Organizations on the Enterprise plan using SCIM can automatically provision users into groups.

Change a member's role

1. Go to the Groups page.
2. Choose the group you want to edit.
3. Select the checkbox next to the member(s).
4. Select the three dots next to a name.
5. Choose the role you’d like to assign to the member(s):
   • Group members have no additional permissions.
   • Group admins can manage users, roles, and resend invites.

Remove a member from a group

1. Go to the Groups page.
2. Choose the group you want to edit.
3. Select the checkbox next to the member.
4. Select Remove member(s) at the top of the page.
5. Confirm the removal.

Export group member data

Export a CSV file with these group details:

• Who has activated their account
• Who hasn’t accepted their Calendly invite
• Total events scheduled by each member
• Last scheduled meeting date
• Total meetings scheduled in the last 30 days

To export the list:

1. Go to the Groups page.
2. Choose the group you want to export.
3. Select Export.
4. Choose Active or Pending group members.