Configuring Calendars for Roles
3 min
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
- From the Configuration Console, click Configure > Users and Permissions > Roles and Permissions to display a list of roles.
- Click the role for which to set up the Calendar (for example, Change Manager).
- Click Top Level Tabs. The application displays a list of workspace tabs available to this role.
- Click the name of the Calendar to configure for this role to open the Calendar's page.
- 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.
- 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.
Setting up the Calendar Workspace V2 for Legacy Users
- From the Configuration Console, click Configure > Users and Permissions > Roles and Permissions to display a list of roles.
- Click the role for which you want to set up the Calendar (for example, Admin).
- Click Top Level Tabs. The application displays a list of workspace tabs available to this role.
- Click Add New Tabs
- Select Calendar V2 Workspace. The Calendar V2 Workspace's page opens.
- Modify the information as needed. These changes apply only to 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) appears 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.
- Click Add This Tab, and then select Save. The next time users in the selected role log in or refresh their browser, the reconfigured Calendar V2 tab appears. Functionality remains the same.
The Calendar V2 workspace uses a responsive design that provides an optimized experience across all devices.
Starting with release 2026.3, Calendar V2 is enabled by default and assigned to all roles. Users can continue to use the legacy Calendar workspace until it is deprecated in 2027.3 and can switch back to it at any time until then.