User and Organization Management
In this section, you’ll find all the essential information you need to manage your organisation and users in Cronofy. Additionally, we provide other crucial information that we believe managers in Cronofy should be aware of.
User Management
The Members section
As a scheduler admin or owner in Cronofy you have the ability to change roles and set availability for your users. To do this, you need to navigate to the Members section in Cronofy.
- Role changes: Click the role dropdown and update the current role for the user you selected, then lick save to confirm your choice.
- Availability preferences: You can set the users availability as you would in your own preferences, and/or set the Interview Times to block certain times for specific types of events.
- Changes to the user's time zone and the addition of extra calendars (for shared availability) can be managed here, provided that the calendars are already linked to the user's account.
Don't forget to click SAVE after undergoing a change.
Some setting cannot be edited yet from the members section, so you might want to do this in bulk or on behalf of interviewers so they don't need to go into Cronofy themselves. For this you need to reach out to our Support.
We can bulk update for everyone at once like: Buffers, minimum notice and limits
Remove Users
To remove users from your organization in Cronofy, you need to have the owner role. If you are an owner you can click on any user from your member section and scroll all the way down.
Click on the Remove account from Organizational Unit button.
You’ll then be redirected to the user’s page, where you’ll see their involvement in selection rules and templates. If you choose to remove the user, we’ll also remove them from any selection rules and set the templates as “no host” if they’re the only host.
Regular Roles
There are 3 main roles available to assign to users in Cronofy.
The standard role is 'member' which will allow someone access to only their own preferences and to schedule for themselves. (This is advised for interviewers or hiring managers)
Scheduler Admin (advised for Recruiters and Coordinators) Admins have the ability to scheduler for others, add users and edit some aspects of the OU settings. Additionally they can create templates and and selection rules.
Owner (advised for managers) is the highest role Cronofy provides and has full control over settings and members in the OU with exemption to billing which is discussed further down. Service accounts connections are also only achievable with this role.
Role Chart
See how roles interact with certain abilities in Cronofy.
Advanced Roles
Some roles are meant to achieve certain things in Cronofy. These are not meant for regular Cronofy users, but more IT
Developer, Developer Admin and Integration Subscriber. These catered for more technical users and integrations but here are some brief scopes.
Developer, can add applications to your Organizational Unit, allowing custom integrations to be built.
Developer Admin, has access to all Applications associated with the Organizational Unit and the ability to create new ones.
Integration Subscriber, this role is only used when setting up Enterprise Conferencing integrations.
Contact Us
If you have any further questions or suggestions, please contact us at support@cronofy.com.
Organizational Settings
Here are some brief explanations of the admin options:
Settings: Manage your organization settings, including leaving the organization or viewing developer details.
Banding: Setup and edit the branding in your scheduling and public links. Further details below.
Integrations: From here you can manage and add integrations to Cronofy.
Billing: Manage and setup billing. Further details below.
Reports: Generate your OU availability report.
Branding
Set branding for your organization to add a professional touch and let your attendees know who they are booked with!
Branding Setup
In this page you can edit the scheduling slot selector page your invitees will see when accessing a public link or a scheduling request. These are unique to each OU you have and can be edited by accessing:
Admin -> Branding
From here you have some color, font and logo options which you can edit if you have the owner or scheduler admin role.
Next to these options you will see a live preview of how the page will look.
- You can use the primary and secondary colors to match your branding color scheme with the CSS Hex codes.
- You can choose from the provided fonts, or request one to be added via our support. However, please note that some fonts are not available for addition.
- Should be a PNG, SVG or JPEG file, less than 1MB. For best results, use a square image at least 350 x 350px.
If you belong to multiple Organizational Units, choose a “Primary Organizational Unit” to determine the branding of your Public Link.
Billing and Pricing
Our activity based pricing model explained:
You pay based on usage
We believe in fair pricing, also in times where your hiring might be slower. This is why you will be charged on a monthly basis for your active users in that respective month.
Example
You have 100 accounts connected in Cronofy.
Only 5 of these 100 accounts have been part of a request in the month of July.
Then you will only be charged for 5 accounts in July.
The accounts are interchangeable per month. If you have no hiring that means your billing is zero. If you then again hire in September and have 10 people conducting interviews, you just pay for these 10 people.
Billing Setup
To use Cronofy beyond a trial period you can add your billing details in the Organizational Unit.
Billing details can only be edited only by a billing owner, this is a special role that is assigned to the person that created the organizational unit.
What happens if the billing owner needs to be another person?
This role cannot be assigned by any user and need to be specially assigned by our support. Please reach out if you need this changed.
Where do I find my invoices?
If you need your invoices you can contact us in support and we will email them to you.