---
title: "Managing Account Permissions"
description: "Account Permissions is the central location for managing feature access and compliance."
url: "https://help.oncehub.com/account-administration/account-permissions/managing-account-permissions"
---

[Managing Account Permissions in OnceHub](https://www.youtube-nocookie.com/embed/LbQeaRYrMbs?wmode=opaque)

**Account Permissions** is the **central location** for managing feature access and compliance.

This page is especially **useful for Account Owners** in regulated industries such as financial services and healthcare, where compliance, brand control and the ability to manage feature access at scale are critical.

***

## Who Can Access It

[Section titled “Who Can Access It”](#who-can-access-it)

Access to the Account Permissions page is determined by your role:

* [**Account Owners:**](https://help.oncehub.com/account-administration/user-management/user-roles-overview#account-owner) Have **full edit access** to modify all settings and policies.
* [**Account Admins:**](https://help.oncehub.com/account-administration/user-management/user-roles-overview#administrator) Have **view-only access** and cannot make any changes.

Note

If you are viewing this page as an Admin, a banner displays: *“You have viewing access only. Only the account owner can make changes.”*

***

## How to Configure Account Permissions

[Section titled “How to Configure Account Permissions”](#how-to-configure-account-permissions)

1. Click the **gear icon** in the top-right corner.
2. Select **Account Permissions** from the menu.
3. Review the **Account Status** and **enable or disable** available controls as required.
4. Confirm the changes when prompted.

## Available Controls

[Section titled “Available Controls”](#available-controls)

This section lists the account status and organization level controls managed by the Account Owners.

### Account Status

[Section titled “Account Status”](#account-status)

Displays your current state of the account, such as Active, Trial, or Payment Failure.

***

### Referral Code

[Section titled “Referral Code”](#referral-code)

Displayed as a read-only field only if a referral code exists on the account.

***

### Delete Account

[Section titled “Delete Account”](#delete-account)

Use the **Delete** button to permanently delete your account. If you don’t see the **Delete** button and you are the **Account Owner**, you will need to **cancel your subscription first**.

* Learn how to delete your account in [**Delete your Account**](https://help.oncehub.com/billing/deleting-your-account/) article.
* Follow the [**Canceling your Subscription**](https://help.oncehub.com/billing/canceling-your-subscription/) article to cancel your subscription before deleting your account.

***

### Phone Agent

[Section titled “Phone Agent”](#phone-agent)

Allows users to generate dedicated phone numbers for Booking Calendars and Booking Hubs to be used with **Phone Agent** feature. For more information, see [**Introduction to Phone Booking**](https://help.oncehub.com/product/booking-calendars/phone-booking/introduction-to-phone-booking/) article.

***

### AI Contact Summary

[Section titled “AI Contact Summary”](#ai-contact-summary)

Determines whether an AI-generated summary is displayed for each contact.

When enabled, it provides users with a quick, automated overview of a contact’s recent activity, interests, and recommended follow-up actions directly within the **Contact page**. For more information, see [**The Contact Detail Page**](https://help.oncehub.com/contact-management/the-contact-detail-page/#the-ai-contact-summary-pane) article.

***

### Enforce Booking Calendar Templates

[Section titled “Enforce Booking Calendar Templates”](#enforce-booking-calendar-templates)

Determines whether users can create Booking Calendars from scratch or must use a pre-defined template.

When enabled, the option to create a Booking Calendar **from scratch** is removed and users are required to select a pre-configured template as their foundation. This ensures organizational compliance and brand consistency across all new Booking Calendars in your account. For more information, see [**Total Brand Governance: Enforcing Standardization, Compliance and Control**](https://help.oncehub.com/account-administration/booking-calendar-templates/total-governance-enforcing-standardization-compliance-and-control/) article.

***

### Routing Forms

[Section titled “Routing Forms”](#routing-forms)

Determines whether **Members and Team Managers** can create and manage routing forms.

When disabled, access is restricted to **Admins and Account Owners** only. If Members or Team Managers already own routing forms at the time of this change, those forms are automatically transferred to the **Account Owner**. For more information, see [**Introduction to Routing Forms**](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms/introduction-to-routing-forms/) article.

***

### Chatbots

[Section titled “Chatbots”](#chatbots)

Determines whether **Members and Team Managers** can create and manage chatbots.

When disabled, access is restricted to **Admins and Account Owners** only. If Members or Team Managers already own chatbots at the time of this change, those chatbots are automatically transferred to the **Account Owner**. For more information, see [**Introduction to Chatbots**](https://help.oncehub.com/product/chatbots/introduction-to-chatbots/) article.

***

### User Integrations

[Section titled “User Integrations”](#user-integrations)

Serves as a **master switch** for organizational integration governance to toggle which third-party integrations are allowed for all users on the account.

Calendar integrations (Google and Microsoft) function as **parent toggles**. Disabling a parent toggle automatically disables all associated sub-integrations, such as Google Meet, Microsoft Teams, Gmail, and Outlook.

Note

All users must first disconnect from the specific integration before it can be toggled off.

***

### Powered by OnceHub Banner

[Section titled “Powered by OnceHub Banner”](#powered-by-oncehub-banner)

Controls the visibility of the ***Powered by OnceHub*** banner on all guest-facing products, such as:

* Booking Links
* Routing Forms
* Chatbots
* Guest Email Notifications
