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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.

4.4 [1].PNG

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.

4.4 [2].PNG

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