Differences between administrator, member, and team manager

There are three possible roles for OnceHub users: Administrator, team manager, and member. 

Administrator, team manager, and member user roles have different permissions for each product. The administrator has complete access to nearly all functions and data in the OnceHub account, while a member has limited access to functionality and data in the account. The team manager plays a role somewhere in between the two, where they have access to most functionalities in the account, with restricted access to sensitive areas like customer data. The following table summarizes the differences between administrators and members. 

Note

The user type can only be changed by an administrator in the user's profile.

This can be done by following these steps:

  1. Click the gear icon in the top right corner and select Users
    • Here you can see all the users on your profile, and their member type under the Role column. 
  2. Select the user whose status will be changed
  3. Click the three-dot menu next to their name → Edit personal details
  4. From the Role drop-down menu, select the desired user type.

The user's role is separate from whether that user is assigned a seat, which grants them additional functionality.


 Administrator MemberTeam manager
  OnceHub 

These permissions only apply to users within the manager's team
Manage subscriptionsPurchase subscription, purchase seats, purchase SMS credits.
Cannot manage subscriptions, purchase seats, purchase SMS credits.Cannot manage subscriptions, purchase seats, purchase SMS credits.
Add and delete usersCan add and delete other users.Cannot add or delete other users.Cannot add or delete other users.
View and edit user profilesCan view and edit most parts of any user's profile, except for calendar connection and password.
Cannot access another user's connection to third-party integrations. 
Cannot access any information about other users. Can view and edit most parts of any user's profile, except for calendar connection and password.
Cannot access another user's connection to third-party integrations. 
Assign and unassign seatsAble to purchase, assign and unassign seatsCannot purchase, assign or unassign seats.
Cannot purchase, assign or unassign seats.
 Booking pages 

For these permissions to apply to booking pages of which they (or team members) are not owners, team managers must be assigned as editors to the booking page. 
Activity streamCan see all bookings for the account.Can see all bookings for which the user is the booking owner, reassigned booking owner or editor.Can view all bookings for themselves and their team's members.
Create booking pagesCan create booking pages.By default, a member is allowed to create booking pages. The administrator can change these default settings at any point by editing the user profile for that member within the OnceHub permissions section of the user's profileCan create booking pages on behalf of their team.
Edit booking pagesCan edit all sections in Booking pages based on the Booking pages access permissions. Learn more about customizing booking page access permissionsCan edit all sections in their own booking pages based on the booking pages access permissions. Learn more about customizing booking page access permissionsThe team manager can edit all sections in their own booking pages, and booking pages owned by their team members.
Delete booking pagesCan delete booking pages.Can delete Booking pages. An email notification will be sent to the Administrator.Can delete booking pages if they are added as editors. 
Edit booking page ownershipCan edit booking page ownership.Cannot edit Booking page ownership.Can edit booking page ownership within team membership. 
Create or update event typesCan create and update event types.Cannot create or update Event types. Can create and update event types, if they or a team member are owners and are assigned as editors of the booking page. 
Create or update master pagesCan create and update master pages.Cannot create or update master pages.
Cannot create or update master pages.
Trigger Zaps from any booking pageCan trigger Zaps from any booking page if the permission is enabled in the OnceHub permissions section.Members can only trigger Zaps from booking pages they own.Can trigger Zaps from any booking page they or team members own if the permission is enabled in the OnceHub permissions section.
Payment integration (Requires an active connection to PayPal)Can process refunds if the permission is enabled in the permissions section.Can process refunds if the permission is enabled in the permissions sectionCan process refunds if the permission is enabled in the permissions section


Booking calendarAdministratorMemberTeam manager
Changing user permissions

By default, all admin users can create and manage booking calendars, chatbots, forms, and pages. If an admin has allowed member users to create and manage pages, members will be able to do this as well. Admins can turn this permission on or off by selecting the gear icon/profile picture in the top right corner of any page → Settings and permissions → Member permissions.

Without this setting enabled, member users will not be able to access chatbots, forms, or pages at all.

Booking calendar lobbyCan view all booking calendars in the account, despite the page owner.Can only view booking calendars which they have created.Can view all booking calendars that are owned by themselves or team members.
Create new booking calendarsCan create new booking calendars.Can create new booking calendars, but only with themselves as host.Can create new booking calendars for themselves and/or team members.
Edit booking calendarsCan view and edit any booking calendars on their account.Can only edit booking calendars of which they are the only host.Can edit booking calendars which they or a team member hosts.
Delete booking calendarsCan delete any booking calendar on their account.Can only delete booking calendars which they are the only host of.Can only delete booking calendars which they or a team members is the only host of.
Assign hostsCan assign any team members as the host of any booking calendar.Can only assign themselves as host of a booking calendar.Can assign themselves or team members as hosts of booking calendars.
PagesAdministratorMemberN/A
Create new pagesCan create new pages.Requires permission from administrator in order to access pages. After that, they can create pages, but can only share booking calendars, chatbots, or forms that they are the sole host of.
Pages lobbyCan view all pages in the account, despite the page owner.Can only view pages which they have created. 
Edit pagesCan edit, duplicate, rename, and delete all pages in the account.Can only edit pages which they have created.
PublishingCan publish/unpublish pages in the account.Can only publish pages which they have created.
Delete pagesCan delete any pages in the account.Can only delete pages which they have created. 
ChatbotsAdministratorMemberTeam manager
Create new chatbotsCan create new chatbots and assign any users on the account as hosts.Requires permission from administrator in order to access the chatbots builder. They can only add booking calendars of which they are the only host to the chatbot.Can create new chatbots for themselves or team members.
Chatbots lobbyCan view all chatbots in the account, despite the chatbot owner.Can only view chatbots which they have created or which they have been made the host of by the admin.Can view all chatbots owned by themselves or team members.
Edit chatbotsCan edit, duplicate, rename, and delete all chatbots in the account.Can only edit chatbots which they have created.Can edit, duplicate, rename, and delete all chatbots owned by themselves or team members.
PublishingCan publish any chatbots on the account.Can only publish chatbots of which they are the only host. Can publish chatbots owned by themselves or team members.
Delete chatbotsCan delete any chatbots in the account.Can only delete chatbots which they have made themselves. Can delete any chatbots owned by themselves or team members.
FormsAdministratorMemberTeam manager
Create new formsCan create new forms and assign any users on the account as hosts.Requires permission from administrator in order to access the forms builder. They can only add booking calendars of which they are the only host to the form.Can create new forms for themselves or team members.
Forms lobbyCan view all forms in the account, despite the form owner.Can only view forms which they have created or which they have been made the host of by the admin.Can view all forms owned by themselves or team members.
Edit formsCan edit, duplicate, rename, and delete all forms in the account.Can only edit forms which they have created.

Can edit, duplicate, rename, and delete all forms owned by themselves or team members.

PublishingCan publish any forms on the account.Can only publish forms of which they are the only host.Can publish forms owned by themselves or team members.
Delete formsCan delete any forms in the account.Can only delete forms which they have made themselves.Can delete any forms owned by themselves or team members.