Set Up a Team Calendar

Each user has a calendar, but your firm can share a calendar, also known as a team calendar.

Create the Calendar

Note: Creating a team calendar involves selecting a “host” user whose calendar is visible to all and making their calendar the firm’s default.

To create the team calendar:

1. Decide which user will host the team calendar. Though the host is typically an admin user, any user whose calendar is visible to all users can be the host.
2. From the left navigation panel, the host user must click Setup.
3. From the Setup left navigation, click My Settings.
4. From the tabs atop the My Settings screen, click My Preferences.
5. Toward the bottom of the My Preferences screen, locate the Default Calendar field.
6. From the Default Calendar drop-down, click the host’s name.
7. In the upper right corner, click Save.
   The host’s calendar is the firm’s default calendar.

Rename the Calendar

To rename the calendar:

1. From the left navigation panel, click Calendar.
2. Beneath the monthly calendar grid, locate the Calendar field.
3. Hover over the host’s name field.
4. Click the three dots to the right of the field.
   The calendar settings box displays, giving options to change the calendar name and the calendar icon’s color.
   

7.  Click Change Name.
8. On the Edit Calendar Label message box, overwrite the calendar name with the team calendar’s name, replacing any spaces with dashes or underscores.
9. Click Save.
   The system renames the calendar.

Confirm User Access

To confirm user access to the calendar:

1. From the left navigation panel, click Account.
2. From the Account left navigation, click User Management.
3. From the tabs on the User Management screen, click User.
4. On the User screen, either double-click the User Name, or single-click it to highlight it, then from the toolbar, click Edit.
5. On the Edit User screen, under the Settings (Roles and Restrictions) section, scroll down to the Restrict Calendar visibility field.
6. Check the box beside the field name.
   The field expands to display columns listing Restricted and Allowed user calendars.
7. Single-click the host’s name to highlight it.
8. Click the right arrow.
   The host’s name moves to the Allowed column, making their calendar visible to the user.

8. In the lower right corner, click Save.
   The Verification Required message box displays, prompting you for a password.
9. Enter your password.
10. Either press enter or click Verify.
    The user can access the team calendar.
11. Repeat the process for remaining users, or have users repeat the process for themselves, if applicable.