What is the Team Assistant role?

Team Assistant is designed for executive assistants and admin staff who schedule meetings for team members, but who shouldn't see meeting content or performance data.

A Team Assistant can book meetings on behalf of others without having access to confidential meeting content or sensitive team performance data.

What Team Assistants can do

  • Create meetings on behalf of other team members

  • Add or remove team members

  • View the list of meetings scheduled within the team

  • Access the team's Usage tab

  • Access the team Dashboard

What Team Assistants can't do

  • Access meeting recordings, transcripts, or AI analysis

  • View the Meeting Review page for meetings they create

  • Add observers to meetings created by other members (or after a meeting ends)

  • View the Team Metrics tab

  • Edit the Usage cap

  • Access billing

In short: Team Assistants manage scheduling, but they don't see sensitive content.

How to assign the Team Assistant role

A Team Owner or Team Admin can assign this role when adding a new team member.

  1. Go to My Teams > select your team.

  2. Click Add members.

  3. Enter the person's email, first name, and last name.

  4. Choose Team Assistant from the role options.

  5. Confirm.