🔑 Delegate Access to Your Koalendar Account (or a Teammate’s)

Want someone else to help manage booking pages, availability, or settings for you or your teammates? Just add them to your workspace and make them an Admin. Admins can fully manage booking pages, appointments, availability, and settings on behalf of others.

🔽 In this guide:

1. Invite a teammate
2. Promote them to Admin
3. What Admins can—and can’t—do
4. Requirements & tips

1. Invite a teammate

You can invite someone whether or not they already have a Koalendar account.

• If they don't have an account yet:

  They'll receive an email invitation. They should click the button inside the email, sign up for an account, and will see the invite banner on their dashboard. They’ll need to click Accept to join your workspace.

• If they already have a Koalendar account:

  The invite will appear as a banner on their dashboard the next time they log in. They’ll just need to Accept it.

  

👉 To invite:

1. Go to your Dashboard → Workspace

2. Click Invite teammate

   

3. Enter their email and send the invite

2. Promote Them to Admin

Once they’ve accepted your invite:

1. In the Workspace section, find their name
2. Click the ⋮ menu beside it

3. Select Switch role to admin

   

Only the Owner of the workspace can change roles.

3. What Admins Can—and Can’t—Do

📖 More info: Workspace Roles

4. Requirements & Tips

• You can demote someone anytime via ⋮ → Switch role to member
• To delegate access to your own account, simply promote someone to Admin—they'll be able to manage everything for you
• Need scheduling balance? Try Random Selection (Round Robin)
• Need everyone present in meetings? Use Collective Events