--- title: "User Controls in ChiliCal" source_url: https://help.chilipiper.com/hc/en-us/articles/29685472294803-User-Controls-in-ChiliCal article_id: 29685472294803 updated_at: 2026-04-22T15:25:28Z --- ## Who can use this feature? Available on All Products or Routing & Scheduling Available to Admins or Workspace Managers [Billing Center](https://fire.chilipiper.com/fire/admin/billing/overview) [Get a Demo](https://www.chilipiper.com/request-demo?utm_source=zendesk&utm_medium=help-center&utm_campaign=chili-hub) This section allows admins and Workspace Managers to define and control user-related behavior for their Team Members in **ChiliCal** , ensuring better organization and streamlined processes for your company. If you are looking for Handoff's User Controls, [check this article](https://help.chilipiper.com/hc/en-us/articles/34696350498579-User-Controls-in-Handoff) instead. * * * #### Table of Contents * How to access the User Controls? * Link Management * Booker Permissions * Salesforce CRM Permissions * HubSpot CRM Permissions * Users with settings in other workspaces * * * ## How to access ChiliCal's User Controls? In the left-hand menu, expand the **ChiliCal** section, and then click "User Controls": ![](https://help.chilipiper.com/hc/article_attachments/29685472279187) * * * ## Link Management Once you access this setting, the first tab you will find is the **Links** one, where you can define which behavior and permissions end-users will have for their respective Scheduling Links. Let's cover each piece of information in more detail: * **User List:** A list of users with ChiliCal licenses. You can use the search bar at the top to facilitate your search. * **Team** : The Team(s) associated with each user will be displayed in this column. * **Can create personal Scheduling Links:** If you disable this option, users can no longer create personal scheduling links, and their current ones will be made inactive. If enabled, users can create personal scheduling links, and their links will be active. * **Default Scheduling Link:** When users **can't** create personal Scheduling Links (item above), this option will be available so Admins or Workspace Managers can assign a Meeting Type associated with the user's default link. When assigned a default scheduling link, users cannot change it until this is reversed. If users **can** create personal Scheduling Links, this option will be set as "Keep user default settings" and will not be enabled for updates. * **Overwrite:** means the admin wants to ignore that the user is/was managed in a different workspace and wants to edit their settings. That user will be moved up on the table and will be made customizable. * Users who are selected to overwrite keep their current settings until the admin changes them. * * * ## Booker Permissions Before covering each set in more detail, we recommend being **extra careful** while enabling the options below. If enabled, users **can** receive meetings outside their working hours or during busy slots. * **User Availability:** When enabled, it allows Bookers to schedule meetings outside of others' working hours. You can also use suggested times to suggest times outside a colleague's working hours. While booking, if this setting is enabled, you will receive one confirmation screen like the one below before finishing the booking: ![](https://help.chilipiper.com/hc/article_attachments/32038603080339) * **Busy Slots:** When enabled, it allows Bookers to schedule meetings over the busy slots of others. It does **not** allow the use of suggested times to book over busy slots. While booking, if this setting is enabled, you will receive one confirmation screen like the one below before finishing the booking: ![](https://help.chilipiper.com/hc/article_attachments/32038586719379) * **Allow Booker to override minimum schedule notice:** When enabled, Bookers can schedule meetings within the minimum notice time selected in the meeting type. **Example:** It’s currently 9:00 AM ET, and the associated Meeting Type's Minimum Scheduling Notice setting is set to 2 hours. Normally, the earliest available meeting time would be 11:00 AM. With this setting enabled, a booker can still schedule a meeting before 11:00 AM. The Booker will see a warning that the meeting is outside the minimum notice window, but they can still confirm the meeting. ![](https://help.chilipiper.com/hc/article_attachments/47604476324627) * **Always Show Availability for All:** When enabled, it will force the Handoff router to load with the "Show availability for all" option enabled, and block Bookers from disabling it. This would be an example default and initial view in Handoff if this setting is enabled: ![](https://help.chilipiper.com/hc/article_attachments/47604508407827) * **Allow Booker to ignore availability range of Meeting Types:** When enabled, Bookers can schedule meetings outside of/beyond the availability range set for **all** meeting types. **Example** : It’s Monday, December 22, and the meeting type availability range is set to 1 week. Normally, a meeting could only be scheduled through next Monday. With this setting enabled, a booker can schedule beyond that range. The Booker will see a warning that the meeting is outside the availability range, but they can still confirm the meeting. * * * ## Salesforce CRM Permissions Within this tab, you can define if users can sync their personal Scheduling Links to your Salesforce instance. If enabled, you can define which behavior their links should follow. Users can also use Data Fields in their Meeting Types' Guest Forms and sync the prospect's submission data to your CRM. ![](https://help.chilipiper.com/hc/article_attachments/32824207894803) Note that enabling this setting does not necessarily mean that users will sync their data to their CRM; they can toggle the button below off in their personal Scheduling Links. ![](https://help.chilipiper.com/hc/article_attachments/33571235624595) ### Create Events You can allow users to create Events from their personal Scheduling Links and which settings they should follow. Within the Create Event Node, you can define the following settings: * **Related Object:** Select the CRM Object that should associated with the recently created Event. You can choose between Account, Case, and Opportunity. 💡 For **Cases** , we will relate with the most recently created Open one, and for **Opportunities** , we will relate with the one that has the nearest Close Date associated with the Account related to the Main Guest. ![](https://help.chilipiper.com/hc/article_attachments/33569200740627) * **Delete meeting upon cancelation:** If enabled, the CRM Event will be deleted if the meeting gets canceled via Google Calendar or Dashboard. ![](https://help.chilipiper.com/hc/article_attachments/33569189543059) If you do **not** want to allow them to create Events, use the **Delete Node** button at the bottom to remove it. ### Create or Update Record This setting enables Meeting Types to either create or update an existing Record in your CRM. Over there, you can define what Chili Piper should do if the Prospect matches an Account or doesn’t match anything: * **Create Contact or Lead:** If the Prospect matches an Account, create a Contact. If not, create a Lead. * **Create Lead:** If the Prospect matches an Account or doesn’t match anything, create a Lead. * **Do not create anything:** No matter if the prospect matches an Account or doesn't match anything, no records will be created. ![](https://help.chilipiper.com/hc/article_attachments/35117377271443) If you do **not** want this node to be active in your CRM permissions, use the **Delete Node** button at the bottom to remove it. ### Update Ownership Set Chili Piper to update the owner of a record in your CRM to the rep who got the meeting using this node. ![](https://help.chilipiper.com/hc/article_attachments/33569200748691) If you do **not** want to allow Chili Piper to update any record's ownership for users, use the **Delete Node** button at the bottom to remove it. * * * ## HubSpot CRM Permissions Within this tab, you can define if users can sync their personal Scheduling Links to your HubSpot instance. If enabled, you can define which behavior their links should follow. Users can also use Data Fields in their Meeting Types' Guest Forms and sync the prospect's submission data to your CRM. ## ![](https://help.chilipiper.com/hc/article_attachments/32824207894803) Note that enabling this setting does not necessarily mean that users will sync their data to their CRM; they can toggle the button below off in their personal Scheduling Links. ![](https://help.chilipiper.com/hc/article_attachments/33571235624595) ## ### Create Engagements You can allow users to create Engagements from their personal Scheduling Links and which settings they should follow. Within the Create Engagement Node, you can define the following settings: * **Related Object:** Select the CRM Object that should associated with the recently created Engagement. You can choose between Company, Deal, and Ticket. 💡 For **Deals** , Chili Piper will associate the Engagement to the open Deal related to the Contact with the latest close date., and for **Tickets** , we will associate the Engagement to the open Ticket related to the Contact with the most recent creation date. ![](https://help.chilipiper.com/hc/article_attachments/35117362468883) * **Delete meeting upon cancelation:** If enabled, the CRM Event will be deleted if the meeting gets canceled via Google Calendar or Dashboard. ![](https://help.chilipiper.com/hc/article_attachments/33569189543059) If you do **not** want this node to be active in your CRM permissions, use the **Delete Node** button at the bottom to remove it. ### Update or Create Contact This setting enables Meeting Types to either create or update an existing Record in your CRM. Over there, you can define what Chili Piper should do if the Prospect matches a Company or doesn’t match anything: * **Create Contact:** Only if the Form Data matches a Company. * **Always create Contact** : Whether the Form Data matches a Company or not. ![](https://help.chilipiper.com/hc/article_attachments/35117362471443) If you do **not** want this node to be active in your CRM permissions, use the **Delete Node** button at the bottom to remove it. ### Update Ownership Set Chili Piper to update the owner of a record in your CRM to the rep who got the meeting using this node. ![](https://help.chilipiper.com/hc/article_attachments/35117362475667) If you do **not** want to allow Chili Piper to update any record's ownership for users, use the **Delete Node** button at the bottom to remove it. * * * ## Users with settings in other workspaces You will notice a section called "Users with settings in other workspaces" in the Users Control pages. This section informs users about the permissions they have in other workspaces, as each workspace's User Controls have individual settings. Having this information, Admins and Workspace Managers can be aware of permissions provided in other workspaces, facilitating any troubleshooting or information they may need.