For an employee to view and manage other employees’ calendars, the organization account, or a user with permission to manage employees’ scheduling permissions (Settings > Manage Employee Permissions), must connect the employees’ calendars in the Scheduling module. To connect employees’ calendars, the employees must first be connected to each other in the Contacts module.
To connect employees’ calendars:
- Navigate to the Scheduling module and select Settings
- Click Employee Permissions
- Complete the form:
- Employees Who Can View/Manage: click the checkbox next to the employee you want to give access to other employees’ calendars
- Choose Who They Can View/Manage: click the checkbox next to the employee you want their calendars to be viewed/managed by the employee selected under Employees Who can View/Manage
- Please note, clicking the Select all in list checkbox will select everyone in the organization, whereas Select all employees will only select the users in the box.
- Click one of the following to configure the calendar access level of the Employee Who Can View/Manage:
- Apply view & manage permissions: allow the employee to view and manage other employees’ calendars, with the ability to add, remove, or edit existing appointments
- Apply view only permissions: only allow the employee to view the other employees’ calendars
- Click Setup Schedule Permissions