YouCanBookMe User Roles (V2)
YouCanBookMe has four user roles: Account Owner, Administrator, Editor, and Contributor. This article describes what each role can do, how to change roles, and how to add or remove users.
Plan availability: Roles are available on Teams plan. Individual accounts have one user (the Account Owner) only.
Roles at a glance
Role | Who it's for | Can do | Cannot do |
Organization Owner | One per organization — typically the account creator or billing contact | ✓ Full account access ✓ Billing & subscription ✓ Transfer ownership ✓ Everything Admins can do | ✗ — |
Administrator | Managers and team leads who need full operational access | ✓ Invite & manage members ✓ Create org-level Appointment Types & Resources ✓ Create & edit all booking pages ✓ Set members online/offline ✓ View & export all bookings ✓ Org-level analytics | ✗ Cannot access billing |
Editor | Team members who need to manage specific booking pages | ✓ Edit assigned booking pages ✓ View & manage bookings on assigned pages ✓ Create Collections on assigned pages ✓ Manage own User Profile & integrations | ✗ Cannot create/delete/copy pages ✗ Cannot access unassigned pages |
Contributor | Team members who participate in bookings but don't manage pages | ✓ Manage own User Profile ✓ Share calendar & integrations with the account ✓ View their own bookings | ✗ No booking page access ✗ Cannot edit any booking page |
Role descriptions in detail
Organization Owner
There is one Organization Owner per YouCanBookMe Organization Account. The Owner has full access to all booking pages, booking data, and billing information. They can transfer ownership by updating the account email address to someone who does not have an existing YouCanBookMe account.
Administrator
Administrators have access to everything in the account except billing. In v2, Administrators can:
View, create, and edit all booking pages
Create and manage org-level Appointment Types (Org Settings > Appointment Types)
Create and manage Resources (Org Settings > Resources)
Invite team members, update roles, and remove members from the account
Set any team member online or offline
View and export bookings across all pages
Assign booking pages to Editors
Access org-level analytics
Editor
Editors can access only the booking pages the Account Owner or an Administrator has specifically assigned to them. Editors can:
Edit settings on their assigned booking pages
Create and manage Collections on their assigned pages
View, cancel, reschedule, and rebook bookings on their assigned pages
Manage their own User Profile (calendars, working hours, video conferencing)
Editors cannot create, delete, or copy booking pages, and cannot access booking pages not assigned to them.
Contributor
Contributors participate in booking pages — their User Profile is linked to pages by an Admin or Owner — but they do not have access to edit booking pages or view account-wide settings. Contributors can:
Set up and manage their own User Profile (calendars, working hours, timezone, video conferencing)
Manage their own integrations (Zoom, calendar accounts) in User Profile > Integrations
View bookings they have received on their calendar
Change a team member's role
Go to Members.
Click the role.
Select the new role from the role dropdown. Changes take effect immediately.
To assign booking pages to an Editor after changing their role, see Assign booking pages to an Editor.
Add or remove team members
To add: go to Members > Invite members. Enter email addresses and select the role. The team member will receive an invitation email and be guided through User Profile setup when they accept.
To remove: open the team member's record, click the three-dot menu and select Remove member. Removing a member unlinks them from all booking pages. Existing bookings are not cancelled.
More information on managing members here.
Tip: Consider Deactivating a team member rather than Removing them if you may want to reactivate them in future. Deactivated members remain in your account and their booking history is preserved.
For further questions, contact our team at support@youcanbook.me.
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