Configuring Calendars for Roles

Use the Roles settings and parameters to ensure that the correct calendar information filters to the roles that need it most.

Setting up the Change Calendar for Roles

1. From the Configuration console, click Configure > Users and Permissions > Roles and Permissions to display a list of roles.
2. Click the role for which to set up the Calendar (for example, Change Manager).
3. Click Top Level Tabs. The application displays a list of workspace tabs available to this role.
4. Click the name of the Calendar to configure for this role to open the Calendar's page.
5. Modify the information as needed. This only changes information displayed for the role you selected in step 2.
   • Name: The name for the Calendar. You may choose a unique name to display for each role.
     • The Tab Is Initially Visible: Places the tab in the top header bar.
     • The Tab Can Be Closed By User: Allows the user to close the tab. A close button (X) displays on the tab.
   • Hidden Expression: Show or hide the Top Level Tab based on an expression you define.
   • Calendar Workspace's Configuration: Use this section to configure the Calendar for the role you selected.
     • Calendar: Click the name of the calendar to choose a different calendar to display in that Calendar workspace for this role.
     • Saved Search: Use the dropdown menu to select a Saved Search to display with the Calendar.
     • Default View: Click the link to change the default view of the calendar to Day, Week, or Month.
6. Click Save. Next time the Users in the Role you chose in step 2 log in or refresh their browser, the application displays the reconfigured Change Calendar tab.