Overview
As an account owner, admin, or group admin, you can place members of your organization into groups.
You can use groups to:
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segment users based on department, job function, or location
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delegate control to 'group admins' to manage and report on their group
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view scheduled events and activity by group
You can also automatically provision users into groups if you are using an SSO! See more here.
To create a group, view Create a group.
Group admins
Group admins can manage and report on members in their group, without needing full admin permissions to organization-level settings. In addition, group admins can create routing forms and manage their members without seeing or affecting other groups. A group admin can also be an admin for multiple groups without being a member. This allows for an org member to maintain group standardization at a large scale, while leaving day-to-day maintenance to a team lead.
To create a group admin, view Change the role of a group member.
Note: Group admin will not be taken into account when it comes to reporting
Group reporting
- who has activated their account
- whose invitation is still pending
- the total number of events scheduled by a member since joining Calendly
- the day of the last meeting scheduled
- the total number of meetings scheduled in last 30 days
To export a group report, view Export a list of group members.
Create a group
Before you start...
- Only admins and owners can create groups.
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From any Calendly page, select Account, Admin Management, then Groups.
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Select Create new group, enter the Name of the group, and select Continue.
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To add members, select Add members and enter the names of the group members.
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Once all the members have been entered, select Add.
Change a group name
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From any Calendly page, select Account, Admin Management, then Groups.
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Locate the group you would like to edit. Use the search bar if your organization has a lot of groups.
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Select the 3 dots to the right of the group and select Edit.
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Select the pencil icon next to the group name.
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Highlight the old group name and enter the new name of the group (up to 50 characters).
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Select Save.
Delete a group
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From any Calendly page, select Account, Admin Management, then Groups.
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Locate the group you would like to delete. Use the search bar if your organization has a lot of groups.
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Select the 3 dots to the right of the group.
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Select Delete.
Note:
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Only admins and owners can delete a group.
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Once you delete a group, you cannot undo deletion.
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Deleting a group will not remove the group members from the organization.
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Members of a deleted group can be added to a new group after deletion.
Add a member to a group
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From any Calendly page, select Account, Admin Management, then Groups.
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Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
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Select Add members and enter the name or email of the member you’d like to add.
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Select Add.
In addition to the steps above, you can also automate this process via your SCIM provisioning. To learn more, click here. NOTE: This feature is available for our Enterprise customers.
Change the role of a group member
Note: Organization admins and owners can edit groups without being assigned as a group admin.
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From any Calendly page, select Account, Admin Management, then Groups.
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Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
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Select the check box(es) next to the member(s) you’d like to edit.
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Select Change role. Then, select the role you’d like to assign to the member(s):
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Group members have no additional permissions.
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Group admins can add or remove users from the group, change group member roles, and resend Calendly invites to group members.
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Reassign a group member
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From any Calendly page, select Account, Admin Management, then Groups.
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Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
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Select the check box next to the member you would like remove.
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Select Remove from group.
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Return to the list of groups by selecting Groups in the top left.
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Select the group you’d like to assign this member to and select Add members.
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Enter the name of the member, and select Add.
Export a list of group members
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who in the group has activated their account
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who hasn't accepted the invitation to join Calendly
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total events scheduled by a member since joining Calendly
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the day of the last meeting scheduled
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the total meetings scheduled in last 30 days
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From any Calendly page, select Account, Admin Management, then Groups.
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Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
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Select Export members list to download a CSV file.
Remove a member from a group
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From any Calendly page, select Account, Admin Management, then Groups.
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Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
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Select the check box next to the member you would like remove.
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Select Remove from group.