An overview of groups



Getting started Setting up a group Managing group members

Overview

As an account owner, admin, or group admin, you can place members of your organization into groups.

You can use groups to:

  • segment users based on department, job function, or location
  • delegate control to 'group admins' to manage and report on their group
  • 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

To create a group admin, view Change the role of a group member.

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.

Group admins can also invite users to join their organization if the permission is enabled for that role. This permission is enabled by default. To edit this permission:

  1. From your Calendly home page, select Account, then Admin, then Permissions.
  2. From the Permissions tab, select Invitations.
  3. Then choose whether you want only admins to have this permission, or both admins and group admins.
  4. Save any changes.Screenshot

Note: Group admin will not be taken into account when it comes to reporting

Group reporting

With group reporting, you can export a report to track:
  • 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.