Introduction

The below table displays each TimeZest built-in role's permissions they have within each section of the TimeZest app.

	Administrator	User	Dispatcher	Finance
Appointment Types
Can view	Yes	No	Yes	No
Can create	Yes	No	No	No
Can edit	Yes	No	No	No
Can delete	Yes	No	No	No
Users
Can view Users	Yes	No	Yes	Yes
Can add/create users	Yes	No	No	No
Can edit Users	Yes	No	Yes	No
Can disable 2FA at next login	Yes	No	No	No
Can activate/deactivate users	Yes	No	No	Yes
Can activate/deactivate my appointments as "Private Appointment" in Calendar HQ	Yes	Yes	Yes	Yes
Can delete Users	Yes	No	No	No
Teams
Can view Teams	Yes	No	Yes	No
Can add/create Teams	Yes	No	No	No
Can edit Teams	Yes	No	Yes	No
Can delete Teams	Yes	No	No	No
Branding
Can view Branding	Yes	No	No	No
Can edit Branding	Yes	No	No	No
Email Settings
Can view Email Settings	Yes	No	No	No
Can edit Email Settings	Yes	No	No	No
Can add/create Email Templates	Yes	No	No	No
Can edit Email Templates	Yes	No	No	No
Can delete Email Templates	Yes	No	No	No
Custom Attributes
Can view Custom Attributes	Yes	No	No	No
Can add/create Custom Attributes	Yes	No	No	No
Can edit Custom Attributes	Yes	No	No	No
Account & Billing
Can view Account & Billing	Yes	No	No	Yes
Can edit Account & Billing	Yes	No	No	Yes
Security & Permissions
Can view Security & Permissions	Yes	No	No	No
Can edit Security & Permissions	Yes	No	No	No
Can add/create roles	Yes	No	No	No
Can edit roles	Yes	No	No	No
Can delete roles	Yes	No	No	No
Can download scheduling requests as CSV	Yes	Yes	Yes	Yes
API Keys
Can view API Keys	Yes	No	No	No
Can add/create API Keys	Yes	No	No	No
Can edit API Keys	Yes	No	No	No
Can delete API Keys	Yes	No	No	No
Integrations
Can view Integrations	Yes	No	No	No
Can edit Integrations	Yes	No	No	No
Calendar HQ
Can view all calendars	Yes	No	Yes	No
Can cancel appointments	Yes	No	Yes	No
Can reschedule appointments	Yes	No	Yes	No
Can reassign appointments	Yes	No	Yes	No

Appointment Types

Can view Appointment Types: User will be able to view the settings of each appointment type.
Can add/create Appointment Types: User will be able to create a new appointment type.
Can edit Appointment Types: User will be able to edit the settings of each appointment type.
Can delete Appointment Types: User will be able to delete an appointment type.

Users

Can view Users: User will be able to view the settings of each user's profile.
Can add/create users: User will be able to invite and create new users to TimeZest.
Can edit Users: User will be able to edit the settings in a user's profile.
Can disable 2FA at next login: User will be able to disable 2FA for another user at their next login. Refer to Resetting Multi-Factor Authentication for more information.
Can activate/deactivate users: User will be able to enable or disable the toggle button next to user's profile to activate their license and be a schedulable user.
Can activate/deactivate my appointments as "Private Appointment" in Calendar HQ: User will be able to set the appointments on their calendar to display as "Private Appointment" in Calendar HQ if they wish to keep their appointments private.

TimeZest will always honor the "Private" setting in a Microsoft 365 event and will automatically display the appointment as "Private Appointment" in Calendar HQ.

Can delete Users: User will be able to delete a user's TimeZest profile.

Teams

Can view Teams: User will be able to view all teams and their settings.
Can add/create Teams: User will be able to create new teams.
Can edit Teams: User will be able to edit existing team's settings.
Can delete Teams: User will be able to delete teams.

Branding

Can view Branding: User will be able to view the settings of the Branding page.
Can edit Branding: User will be able to edit the settings of the Branding page.

Email Settings

Can view Email Settings: User will be able to view all settings in the Email Settings screen.
Can edit Email Settings: User will be able to edit settings in the Email Settings screen.
Can add/create Email Templates: User will be able to create new email templates.
Can edit Email Templates: User will be able to edit existing email templates.
Can delete Email Templates: User will be able to delete existing email templates.

Custom Attributes

Can view Custom Attributes: User will be able to view all custom attributes and their settings.
Can add/create Custom Attributes: User will be able to create new custom attributes.
Can edit Custom Attributes: User will be able to edit existing custom attributes.

Account & Billing

Can view Account & Billing: User will be able to view the settings of the Account & Billing page.
Can edit Account & Billing: User will be able to view the settings of the Account & Billing page. They will also be able to access the TimeZest billing portal to see billing information.

Security & Permissions

Can view Security & Permissions: User will be able to view all settings in the Security & Permissions screen.
Can edit Security & Permissions: User will be able to edit the settings in the Security & Permissions screen.
Can add/create roles: User will be able to create new roles (if your plan allows roles to be created).
Can edit roles: User will be able to edit existing roles (if your plan allows roles to be edited).
Can delete roles: User will be able to delete existing roles (if you plan allows roles to be deleted).
Can download scheduling requests as CSV: User will be able to download the scheduling requests as a .csv file when in the TimeZest Dashboard.

API Keys

Can view API Keys: User can view the settings of all API keys.
Can add/create API Keys: User will be able to create API keys.
Can edit API Keys: User will be able to edit existing API keys.
Can delete API Keys: User will able to delete existing API keys.

Integrations

Can view Integrations: User will have the ability to view all integrations and its settings.
Can edit Integrations: User will have the ability to edit and save the integration's settings. The user will also be able to remove the integration.

Calendar HQ

Can view all calendars: User will be able to see all user's calendars in Calendar HQ.
Can cancel appointments: User will be able to cancel appointments in Calendar HQ.
- If Can view all calendars is disabled, the user can only cancel their own appointments.
Can reschedule appointments: User will be able to reschedule appointments in Calendar HQ.
- If Can view all calendars is disabled, the user can only reschedule their own appointments.
Can reassign appointments: User will be able to reassign appointments to other users.
- If Can view all calendars is disabled, the user cannot reassign appointments.

Permissions Matrix