User Roles and their Permissions

This guide clarifies the permissions granted to each user role within OnceHub: Account Owner, Administrator, Team Manager, and Member. Each section details specific functionalities, summarized in easy to understand tables.


The Account Owner: Ultimate Control

The Account Owner holds the highest level of access and permissions in OnceHub. While possessing all Administrator capabilities, they also have exclusive rights:

  • Account Deletion: Only the Account Owner can permanently delete the OnceHub account.
  • Ownership Transfer: The Account Owner can transfer their role to another user within the account. Upon transfer, the previous Account Owner becomes an Administrator.
  • Non-Transferable Role: No other user can transfer account ownership, ensuring the Account Owner maintains control until a formal transfer.

These privileges allow the Account Owner to maintain overall authority while delegating responsibilities for operational efficiency.


Subscription Management

Administrators have full access to manage and alter subscription plans, purchase seats, and add SMS credits, while Team Managers and Members can not make any changes.

Role

Manage Subscriptions

Purchase Seats

Purchase SMS Credits

Administrator

Yes

Yes

Yes

Team Manager

No

No

No

Member

No

No

No


Seats Management

Seat management permissions control the allocation and removal of seats within the platform.

Role

Assign Seats

Unassign Seats

Purchase Additional Seats

Administrator

Yes

Yes

Yes

Team Manager

Yes (team only)

Yes (team only)

No

Member

No

No

No

Key Notes: Team Managers can manage seats for their team members only. Members cannot assign or manage seats.


User Management Permissions

User management permissions encompass editing roles, assigning team managers, and transferring ownership, as detailed below.

Role

View All Users

Edit User Roles

Assign Team Manager Role

Delete Users

Administrator

Yes

Yes

Yes

Yes

Team Manager

Only team members

No

No

No

Member

No

No

No

No

Key Notes: Administrators manage roles, Team Managers handle teams, and Members have no user management permissions.


Integrations

Users can connect and manage integrations, but with varying levels of access based on their role.

Role

Connect Integrations

Manage Settings

Disconnect Integrations

Administrator

Yes (own and account integrations)

Yes

Yes (own and account integrations)

Team Manager

Yes (own only)

Yes (team only)

Yes (own only)

Member

Yes (own only)

Yes (own only)

Yes (own only)

Key Notes: Members can manage their personal integrations but cannot alter settings or disconnect integrations for others.


Booking Calendars Permissions

Booking calendar permissions dictate who can create and manage calendars, including team-specific usage, as detailed below.

Role

Create Calendars

Edit Calendars

Delete Calendars

Set Hosts

Administrator

Yes

Yes

Yes

Yes

Team Manager

Yes

Yes

Yes (team only)

Yes (team only)

Member

Yes

Yes (own only)

Yes (only own)

No

Key Notes: Administrators have unrestricted access. Team Managers can work on calendars within their team, while Members are limited to their personal ones.


Chatbots Permissions

Chatbot permissions determine which roles can create, edit, and publish bots.

Role

Create Chatbots

Edit Chatbots

Publish Chatbots

Delete Chatbots

Administrator

Yes

Yes

Yes

Yes

Team Manager

Yes (team only)

Yes (team only)

Yes (team only)

Yes (team only)

Member

Only own

Only own

Only own

Only own

Key Notes: Administrators need to give Team Managers and Members access to Chatbots to be able to work with them.


Routing Forms Permissions

Routing form permissions cover who can create, edit, and publish forms for user workflows.

Role

Create Forms

Edit Forms (Team)

Publish Forms

Delete Forms

Administrator

Yes

Yes

Yes

Yes

Team Manager

Yes (team only)

Yes (team only)

Yes (team only)

Yes (team only)

Requires permission

Only own

Only own

Only own

Only own

Key Notes: Administrators need to give Team Managers and Members access to Chatbots to be able to work with them.


Booking Pages Permissions

Booking page permissions define user capabilities for creating, editing, deleting, and managing ownership of booking pages, as outlined below.

Role

Manage Event types

Manage Booking pages

Manage Master pages

Administrator

Yes

Yes

Yes

Team Manager

Yes (team only)

Yes (team only)

No

Member

No

Only own

No

Key Notes: Only administrators can create or delete Event types. Team Managers can only assign them to Booking pages owned by their team.


Final Notes

  • Tiered Permissions: This guide reflects general permissions for platform features. However, specific permissions for Booking Pages may be configured further by Administrators.
  • Role-specific Functionality: Always consider team-specific roles when granting permissions. Team Managers control their teams, but cannot access areas outside of their scope.
  • Support: For any adjustments or unique setup needs, reach out to your account administrator or technical support.
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