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Siebel CRM Fundamentals
Siebel Innovation Pack 2014
E24770-01
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Granting Access to Your Calendar

When working with your team members, you might find that allowing them to see your activities or to add activities to your schedule is a good communication tool. To grant other people access to your calendar, add members to the Calendar Access List and give them view or update privileges.


Note:

Calendar sharing can result in the routing of large numbers of activities to mobile clients.

To give others access to your calendar

  1. Navigate to the Calendar screen.

  2. On the link bar, click Access List.

    The Calendar Access list appears.

  3. Click New.

    The Add Employees dialog box appears.

  4. Select an employee by clicking anywhere in the employee record and then clicking OK.

    The Calendar Access list appears. The employee you selected appears in the list and can now view your calendar.

  5. (Optional) To allow the employee to add activities to your calendar, select the Allow Updates check box.