4.4 Shared calendar access and events visibility

To manage privileges to view and edit the calendar it is essential to know the Sharing Access (from the Settings menu) and visibility of the event.

In Settings > Sharing Access there are various possible configurations for the Calendar (explained below with examples):

Private (follows hierarchy of roles);
Public: Read Only;
Public: Read, Create/Edit;
Public: Read, Create/Edit, Delete.

The combination of settings for Sharing Access, visibility of the single event and hierarchical roles, establishes the events visibility and editing privileges for the individual user.

The following are examples of behaviour in accordance with different combinations. The following hierarchy is considered in the example:

the Manager role belongs to a Manager user
the Sales role belongs to the two users Agent 1 and Agent 2 According to this hierarchy (for details refer to the Roles chapter):
a Manager can view the data assigned to its own position and to the Sales Users;
Sales Users can view their own data

Public Calendar: Read only

Event assigned to	Event visibility	What assignee sees/does	User
MANAGER (higher)	Standard	Read Only	AGENTS (inferior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assigned to	Event visibility	What assignee sees/does	User
AGENT 1 (same role)	Standard	Read Only	AGENT 2 (equal role)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assigned to	Event visibility	What assignee sees/does	User
AGENT 1 (lower)	Standard	Read Only	MANAGER (superior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Public Calendar: Read, Create / Edit

Event assignee	Event visibility	What assignee sees/does	User
MANAGER (higher)	Standard	Read Only	AGENTS (inferior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assignee	Event visibility	What assignee sees/does	User
AGENT 1 (same role)	Standard	Read Only	AGENT 2 (equal role)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assignee	Event visibility	What assignee sees/does	User
AGENT 1 (lower)	Standard	Read Only	MANAGER (superior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Public Calendar: Read, Create / Edit, Delete

Event assignee	Event visibility	What assignee sees/does	User
MANAGER (higher)	Standard	Read Only	AGENTS (inferior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assignee	Event visibility	What assignee sees/does	User
AGENT 1 (same role)	Standard	Read Only	AGENT 2 (equal role)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assignee	Event visibility	What assignee sees/does	User
AGENT 1 (lower)	Standard	Read Only	MANAGER (superior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Private calendar

Event assignee	Event visibility	What assignee sees/does	User
MANAGER (higher)	Standard	Read Only	AGENTS (inferior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assignee	Event visibility	What assignee sees/does	User
AGENT 1 (same role)	Standard	Read Only	AGENT 2 (equal role)
	Private	Only resource commitment
	Public	Read/Edit/Delete

Event assignee	Event visibility	What assignee sees/does	User
AGENT 1 (lower)	Standard	Read Only	MANAGER (superior)
	Private	Only resource commitment
	Public	Read/Edit/Delete

General rules for private calendar:

Event visibility	Users see the event	Users see the content	Users edit/delete
Public	yes	yes	yes
Standard	yes	yes	according to position hierarchy
Private	yes	no	no

Introduction

1.1 Examples of vtenext application areas

1.2 Flows managed by vtenext

1.3 Notes on the manual (Disclaimer)

2 First steps: how to browse vtenext

2.1 System login

2.1.1 User session duration

2.2 Home

2.3 Navigation methods: menus

2.3.1 Global Search

2.3.2 Fixed Icons

2.3.3 Contextual Icons

2.4 Search in module

2.5 Modules structure

2.5.1 Record structure (detail view)

2.5.2 Quick look relations

2.6 Filters

2.6.1 How to create a Filter

2.7 Users preferences

2.8 Access privileges

3 Customers records and basic data management

3.1 Leads

3.1.1 Lead creation

3.1.2 Lead conversion

3.2 Accounts

3.3 Contacts

3.4 Vendors

3.5 How to import and export records

3.5.1 Imports

3.5.2 How to format the CSV file

3.5.3 Export

3.5.4 Checking duplicates in a module

3.5.5 Save Mapping

3.6 Mass Edit

4 Calendar and Activities

4.1 Add a calendar event

4.2 To-Dos

4.3 Shared Calendar and preferences

4.4 Shared calendar access and events visibility

4.5 Import and export activities

4.6 Book me - Make an appointment

5 Personal communication tools

5.1 Outbound mail configuration (SMTP)

5.2 Messages Module

5.2.1 IMAP configuration and folders

5.2.1.1 Set Centralized Signature

5.2.2 Writing and reading emails

5.2.3 Email Functions

5.2.4 Emails Sharing

5.2.5 .ics support for calendar

5.2.6 Other Settings

5.2.7 Mass email

5.3 Email Templates

5.4 Talks Module

5.5 Notification Module

5.5.1 vtenext version update notification

5.6 Documents

5.6.1 Documents revision and sharing

5.6.2 Create new document from related list

5.7 Notes

6 Marketing Communication Tools

6.1 Newsletter Campaigns

6.1.1 Step 1: Campaign

6.1.2 Step 2: Target

6.1.3 Step 3: Newsletter

6.1.4 Special variables in the newsletter template

6.1.5 “Create Newsletter” wizard

6.1.6 New Newsletter editor

6.1.7 Newsletter Template Creation

6.2 Email Sending Statistics and more

6.2.1 Manual unsubscriptions management

6.2.2 Requirements and settings for use of the Newsletter module

6.2.3 Newsletter Configuration (SMTP)

6.3 SMS Module

6.4 FAX Module

7. vtenext GDPR Web App

7.1 How to create contact campaigns

7.2 The App in detail

7.2.3 Employee Module

8 Inventory: products, services and price books