Select a Default Role Calendar

Use the Role Manager in CSM Administrator to select the default Role Calendar.

Good to know:

• If no default Role Calendar is selected, the Global default will be used.
• Users with appropriate security rights can select their own default Calendar in the CSM Desktop Client.
• Customers have limited options and cannot override defaults in the Portal.
• A system administrator can clear Role and User defaults (for a specific User/Role or all), resetting the defaults to the Global-defined settings (File>Clear Settings in the User Manager or Role Manager).

To select a default Role Calendar:

1. Open the Role Manager.

   

2. Click the Role for which you want to select a default Calendar.

   The Role Profile opens in the Manager window.

3. Select the default Role Calendar, either:
   • Use default: Select this radio button to use the default Global Calendar.
   • Calendar: Select this radio button to use a default Role Calendar. Then, click the Calendar button to open the Calendar Manager, where you can select an existing Calendar or create a new Calendar to use as the default.Be sure to select a Calendar that everyone in that Role can access.
4. Click Save.