Account

Delegated account access

Delegated access lets someone else, like an assistant, work in your SavvyCal account on your behalf. They sign in with their own login, switch to your account, and can manage your links, availability, meetings, and most of your settings. You never share your password.

Delegated access requires the Premium plan on the account being managed. Your delegate doesn't need a paid plan. A free SavvyCal account works.

How do I invite a delegate?

  1. Go to Settings > Profile and scroll down to Delegated Access.
  2. Click Copy delegation link.
  3. Send the link to the person you want to give access to.

When they open the link, they see "[your name] is delegating access to their account." They sign in to SavvyCal, or create a free account, and click Accept the invite. They'll see "You're now a delegate for [your name]."

Your delegation link doesn't expire. Anyone who opens it and accepts becomes your delegate, so only share it with people you want to have access.

There's no limit on the number of delegates. Each one appears under "The following users have access to your account:" in Delegated Access.

How does a delegate switch to my account?

The delegate clicks their name at the bottom of the sidebar. The menu lists their own account and every account they manage, with a check next to the one they're in. They click your name to switch.

While they're in your account, a banner at the top says "You are currently acting as [your name]". Clicking Switch back to me takes them back to their own account. SavvyCal stays in the delegate's own theme while they work in your account.

The account menu with two accounts listed, and the banner that says "You are currently acting as" another person

The SavvyCal Chrome extension has the same account menu and banner, so a delegate can use your links from there too.

One person can be a delegate for several accounts. Each account owner invites them with their own delegation link.

What can a delegate do in my account?

Almost everything you can. Changes they make apply to your account, as if you made them. A delegate can:

  • Create, edit, pause, and delete your scheduling links.
  • Change your availability, schedules, and blocked time.
  • Book, reschedule, and cancel your meetings.
  • Manage your contacts, workflows, and meeting polls.
  • Change your name, avatar, time format, start of week, and time zone.
  • Connect calendars and integrations to your account. See Can I connect a calendar account that belongs to someone else?
  • Use the Billing tab, with the same access you have.
  • Manage your custom domains and sender profiles.

What can't a delegate change?

These are hidden while a delegate is working in your account, so only you can change them:

  • My URL (your username) and Theme
  • Delegated Access, so a delegate can't invite other delegates or remove anyone
  • Email Address and Password
  • Danger Zone, so a delegate can't delete your account
  • Connected Apps under Settings > Integrations, the AI apps you've authorized through the SavvyCal MCP server

See What can I change when I'm working in someone else's account?

How do I remove a delegate?

  1. Go to Settings > Profile > Delegated Access.
  2. Open the menu next to the person and choose Remove.

You'll see "[name] was removed as a delegate." They lose access right away. If they're in your account when you remove them, the next page they load is their own account.

How do I stop being a delegate?

If you're a delegate, switch back to your own account first. Then go to Settings > Profile > Delegated Access. Under "You have access to the following accounts:", open the menu next to the account and choose Remove. You'll see "You're no longer a delegate for [name]."

What happens if my account leaves Premium?

If the account being managed moves to the Basic or Free plan, SavvyCal removes all of its delegates. Delegated Access then shows "Upgrade to the Premium plan to invite delegates."

Upgrading to Premium again doesn't bring them back. Copy your delegation link and send it to them again.

Deleting your account also removes all of your delegates. See Deleting your account.

Still have a question? Contact support.

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