User Permissions in Calendars

Overview

HighLevel allows administrators to control what team members can view and manage in the Calendar module. These permissions now extend across Meetings, Services, and Rentals, providing consistent access controls for scheduling and booking activities.

You can assign permissions for calendar setup, appointments and bookings, groups and categories, associated resources, and global settings. This helps team members access the tools they need without granting unnecessary management permissions.

Types of Permissions

There are two main types of permissions:

• View Permissions: Grants users the ability to see specific elements within the calendar module.

• Manage Permissions: Grants users the ability to create, edit, and delete elements within the calendar module.

Assigned Data Access

In addition to general permissions, users can also have Assigned Data toggled on or off:

• If Assigned Data is enabled, the user can see appointments and calendars they are assigned to, and they can also view appointments for contacts they follow when they have the required calendar permissions.

• If Assigned Data is disabled, permissions apply based on the user’s granted access, regardless of assignment.

Granular Permission Options

Calendar permissions allow administrators to control access to specific scheduling features across Meetings, Services, and Rentals.

These controls help determine which areas team members can view and which scheduling activities they can manage.

Available Calendar Permissions

The following permissions are available under Roles & Permissions → Calendars.

The Manage associated resources and Manage preferences & global settings permissions provide separate controls for these administrative activities.

Administrators can configure the available permissions based on each team member's responsibilities.

How to Configure Calendar Permissions

Administrators can configure Calendar permissions from the Roles & Permissions settings for individual team members.

Configure Permissions in Agency View

1. Open Agency View.
   
   

2. Navigate to Settings → Team.
   
   

3. Select the team member whose permissions you want to manage.
   
   

4. Open Roles & Permissions.
   
   

5. Select Calendars.
   
   

6. Configure the required View and Manage permissions.
   
   

7. Click Save.

Configure Permissions in Sub-Account View

1. Open the required sub-account.
   
   

2. Navigate to Settings → My Staff.
   
   

3. Select the team member whose permissions you want to manage.
   
   

4. Open Roles & Permissions.
   
   

5. Select Calendars.
   
   

6. Configure the required View and Manage permissions.
   
   

7. Click Save.

Example Scenarios

1. A user with View access for Calendars but no Manage permissions

   • They can see all calendars but cannot create, edit, or delete them.

2. A user with Manage permissions for Appointments only

   • They can create, edit, and delete appointments but cannot modify calendars or groups.

3. A user with Assigned Data enabled and View permissions for Appointments

   • They can only see appointments they are assigned to.

4. A user with Assigned Data enabled who follows a contact

• If they have View appointments, calendars & groups, they can view appointments for contacts they follow in addition to appointments assigned to them.
• If they do not have Manage appointments, they can view but cannot edit or delete appointments.
• If they have Manage appointments, they can edit and manage appointments based on their calendar access.

By configuring these permissions properly, you can control the level of access each user has, ensuring a more secure and organized scheduling experience.