How do I control what my team can see and change in Calendars?

Calendar permissions let an account admin decide who can only look at calendars and who can create, edit or delete them. This keeps a new hire from changing your consultation calendar by accident while still letting them book appointments.

View versus Manage

• View lets a user see that part of Calendars.
• Manage lets a user create, edit and delete it.

Calendar permissions you can set

Set permissions for a team member

This is for account admins only.

1. Go to Settings and open My Staff.
2. Select the team member.
3. Open Roles & Permissions and select Calendars.
4. Turn on the View and Manage permissions this person needs.
5. Click Save.

Assigned Data: limit users to their own appointments

When Assigned Data is turned on for a user, they see only the calendars and appointments assigned to them, plus appointments for contacts they follow. When it is off, they see everything their permissions allow.

Examples

• View Calendars only: the user can see all calendars but cannot create, edit or delete them.
• Manage appointments only: the user can book, change and cancel appointments but cannot change calendar settings or groups. This fits most intake coordinators.
• Assigned Data on, with view access: a community liaison sees only their own appointments.
• Assigned Data on and following a contact: the user also sees that contact's appointments. They can edit them only if they also have Manage appointments.

Have a question about your own account? Submit a ticket and our team will follow up.