Directory
Team Members
Invite colleagues via email, manage active seats, and assign staff to specific service categories or departments.
7 Collaboration Controls
Scale Scheduling Seamlessly Across Teams and Departments
Manage multiple staff members, configure tiered role permissions, create shared availability pools, set individual working hours, and assign specialized organizers with unified enterprise calendar synchronization.
- No credit card required
- Free 7-day trial
- 2-minute setup
Team Seats
Unlimited
Scale across your organization
Overview
Unlimited
Team Seats
Scale across your organization
Instant
Lead Routing
Smart round-robin dispatch
-70%
Admin Overhead
Centralized policy control
Granular
Roles & RBAC
Admin, Member & Organizer tiers
- Multi-member team directory with centralized seat provisioning and billing
- Granular role-based access control (Admin, Member, Organizer, Observer)
- Shared availability pools with Round-Robin lead routing and Collective meetings
- Individual working hours, time zones, and personal calendar synchronization
7 Team Tools
Every capability included in Team Management
Multi-User Organization, Role-Based Access & Shared Availability
Security & RBAC
Roles & Permissions
Granular access controls: define Admin, Organizer, and Member privileges to protect sensitive company settings.
Availability Pool
Shared Availability
Combine schedules across sales reps, consultants, or specialists into unified public booking links.
Custom Shifts
Working Hours
Enable each team member to define their personalized shifts, buffer preferences, vacation blocks, and time off.
2-Way Sync
Calendar Sync
Cross-sync multiple Google Workspace and Microsoft 365 accounts across your entire team in real-time.
Delegation
Organizer Management
Assign executive assistants or coordinators to schedule and manage meetings on behalf of executives.
Multi-Host
Team Scheduling
Conduct multi-panel interviews, demo handoffs, or client onboarding calls with automatic team availability checking.
Before and after MyCaly
What changes when you switch to Team Management in MyCaly
Without MyCaly
- Uneven lead distribution causing sales rep burnout and missed revenue
- Coordinators spending hours comparing calendars to schedule multi-host meetings
- No centralized visibility into team booking volume or no-show rates
- Security risks from sharing master admin credentials across staff
With MyCaly
- Algorithmic round-robin routes leads fairly and maximizes response speed
- Collective scheduling finds common open slots across all hosts in milliseconds
- Centralized dashboard tracking team utilization, hours, and appointments
- Secure role-based permissions ensuring strict separation of administrative duties
How it works
How Team Management works in MyCaly
-
01
Invite Team Members
Add team members via email and assign appropriate role permissions (Admin, Member, Organizer).
-
02
Create Team Event Types
Set up Round-Robin queues for sales demos or Collective event types for panel discussions.
-
03
Route & Track
Incoming bookings are automatically assigned, synced to individual calendars, and tracked in team analytics.
Technical specifications
| Role Granularity | Admin / Organizer / Member / Viewer |
|---|---|
| SSO & SCIM | SAML 2.0 / Okta / Azure AD Ready |
| Audit Logging | Full Immutable Activity History |
| Routing Algorithms | Round-Robin / Priority / Availability |
Frequently Asked Questions
Common questions about Team Management in MyCaly.
Can executive assistants manage calendars for other team members?
Yes! The Organizer role allows assistants and coordinators to create booking links, adjust availability, and reschedule calls on behalf of executives.
How does Round-Robin lead distribution work?
When an invitee selects a time slot, MyCaly automatically checks which assigned team members are free and routes the booking according to your chosen rule (e.g. equal distribution or priority ranking).
Can team members sync their personal calendars to prevent work conflicts?
Yes, each team member can connect their individual Google or Outlook calendar to ensure personal appointments block their availability automatically.
Last updated: 3 November 2026
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