Overview  

This Knowledge Base article provides comprehensive guidance on assigning user access to the Calendar features within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are displayed to users without the required permissions.

By using this guide, administrators can efficiently manage access and ensure that only authorized personnel can handle the Calendar related tasks.

Grant Permission to Access the Calendar 

To grant permission to access the calendar:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Calendar tab and select the Access Calendar checkbox.
   

Users lacking this permission will not see the Calendar option in the left sidebar.

Grant Permission to Have a Calendar for Adding Appointments 

To grant users permission to access the calendar for booking appointments: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Calendar tab and select the Has a Provider Calendar checkbox.
   

Users without this permission will not see their name listed in the Providers section on the calendar. 

Users with this permission will see their name displayed, as shown in the screen below. Once enabled, they can book appointments from the calendar on the right-side. 

Grant Permission to Manage Appointments of Other Clinicians 

To grant permission to manage appointments of other clinicians:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Calendar tab and select the Manage Appointments of Other Clinicians checkbox.
   

The clinicians attempting to edit or delete appointments of other clinicians will see a restriction message.

Grant Permission to Add Appointments for All Clients of the Practice 

To grant permission to add appointments for all clients of the practice:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Calendar tab and select the Schedule All Clients in the Practice checkbox.
   

Users with this permission can view all clients in the practice when scheduling an appointment.
Users without this permission can only view the clients assigned to them while scheduling an appointment. The list will appear based on the permission assigned to the clinician in the caseload security.

Grant Permission to View All Clinicians' Calendar 

To grant permission to view all clinicians' calendar:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Calendar tab and select the View All Clinicians' Calendars (Practice Calendar) checkbox.
   

Users with this permission can view the calendars of all providers. Refer to the screen below for reference. As they select the relevant checkboxes, the providers' calendars will be displayed on the right side. 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.