Public Calendars
In the Magentrix platform, public events can be shared to users and user groups and can be listed for users to display on their homepage calendar. Administrators can give managers permissions to can create events such as public holidays, company meetings, or employee birthdays and share them to employees or partners.
Public Calendars must be enabled in Company Preferences.
Requirements
To create and manage public calendars, users must be assigned a security role with the following:
- Administrator System Role
To share public calendars, users must be assigned a sharing permission with one of the following:
- Administrator System Role
- Full access
- Owner
To create new public calendar events, users must be assigned a sharing permission with one of the following:
- Administrator System Role
- Full access
- Owner
- Add Events
To view public events on the calendar, users must have viewing permissions for Events.
To create a new public calendar:
- In the Setup Home page, click Create > Public Calendars.
- Click New.
- In the Name field, enter the name of the public calendar.
- Click Save.
To share a public calendar:
- In the Setup Home page, click Create > Public Calendars.
- Click on the calendar for which you want to share and then click Share.
- If the public calendar has not been shared before, it will be private. Click the Edit button.
- Select the user group that can view the public calendar and then click Done.
- Use the search bar to add users, user groups or security roles and select the permissions:
- View: User may view the events of the calendar.
- Add Events: User may view and add new events to the calendar.
- Full Access: User may view, add, update, or delete events on the calendar.
- Click Done.
- To access an Invite Link, click Get Invite Link. You can provide the invite link to users with permissions to automatically add the public calendar to the user's calendar list.
To create a public event:
- In the Home page, click New Event, or in the Calendar page, click on an empty calendar time slot.
- In the Calendar dropdown, select Public Calendar and then select the calendar for which you want to create an event.
- Configure the remaining fields and then click Save.
To edit or delete a public event:
- In the Calendar page, hover your mouse over the public event.
- If you want to edit the event, click Edit. Configure your changes and click Save.
- If you want to delete the event, click Delete and then click OK.