Modifying Calendar Groups - Step-by-Step
Within CAC CareNet's calendar you have the ability to setup multiple calendars to better organize events within your organization. Those separate calendars can also be attached to specific personnel with unique permissions. To learn more about setting up calendar groups follow along below.
Step 1: Expand the 'Admin' tab and press 'Calendar Settings'.
Note: Depending on your permission set you may not be able to access this section. If you encounter a permission error please contact your local administrator.
Step 2: Once on the calendar settings page, you will automatically see all calendar groups within your database.
- Press this button to add a new group.
- Allows you to edit an already created group (this means updating the name and color attached to that group).
- Gives you the ability to add new personnel to that group (or take them away), as well as change permissions).
- Allows you to delete a group (please see note below).
If you would like to modify the users who are apart of a group (which
also allows to change their permissions), press the users button.
Note: For any calendar group that has been used (meaning an event was saved within that group) you will not be able to delete it. This is to avoid the accidental deletion of historical data from your system. If you need to retire a calendar group simply remove all personnel from it. Doing this will hide that group as an option from the calendar page.
Step 3: Within the users popup you will see all the personnel who have been added to that calendar group. In the right hand column (A) you will see each individual personnel's permission within that specific calendar group. Those permissions include:
- Read: Allows a personnel to view an event.
- Write: Allows a personnel to view and create events.
- All: Allows a personnel to view, create, and delete events.
To add a new personnel to a calendar group press the 'Add User(s)' button in the top left corner (B). If you would like to remove a personnel (or multiple) from a calendar group press the 'Remove' button in the far right column (C).
Note: Removing a personnel (or multiple) from a calendar group will not delete events they created or are attached to. Removing them from a calendar group simply means they will no longer see that group as an option within their calendar.
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