Sharing your Calendar
Our How to... series gives practical tips and step by step guides on how to do lots of different things in Actionstep. We develop these based on the queries raised by customers with our support team.
Our latest How to... looks at sharing your calendar with other users
- What is calendar permission?
- Where to go in the system to set permissions for calendars
- What are my options?
- How it can help your law firm?
Ok, lets dig in...
1. First, why should I know how to do this?
2. Where do I start in Actionstep?
Navigate Calendar -> Click on the drop-down arrow to the right of your name -> Click 'share'
See sample image below:
The following page will show you the level of access you can provide on a user-by-user basis:
3. Customize level of access
In Actionstep you are also able to customize the level of access given to each other by clicking on the +Add System User button. This will allow you to grant permission for each user added. You can also remove a user’s access by clicking on the red X on the far right.
Setting permission for calendars helps manage the interruptions & 'busyness' of running a law firm - you and members of your firm get oversight over individual team-member workload and can get access to information in relation to client meetings, court hearings and other deadlines without needing to interrupt or seek updates from the calendar owner.
Check out our support center for full details on Calendar Permissions>>
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