How to Set Up User Permissions in GoHighLevel Calendars

Overview

The Calendar module now includes detailed user permissions, enabling precise control over who can access and manage various calendar features. This ensures users only interact with the data and tools necessary for their specific roles.

Types of Permissions

There are two primary types of permissions:

• View Permissions: Allow users to access and view specific components within the calendar module.
• Manage Permissions: Enable users to create, modify, and remove 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 will only be able to see appointments and calendars they are assigned to.
• If Assigned Data is disabled, permissions will apply based on their granted access, regardless of assignment.

Granular Permission Options

You can now specify view and manage permissions at different levels:

View Permissions

Users can be granted view access for:

• Calendars
• Appointments
• Groups

Enabling these permissions will allow the user to access the Calendar module.

Manage Permissions

Users can be given manage permissions for:

• Calendars
• Appointments
• Groups

With these granular controls, you can determine:

• Which users have access to the Calendar module.
• Which aspects of the calendar each user can manage.

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.
     
     

By setting up these permissions correctly, you can manage each user’s access level, creating a more secure and well-organized scheduling process.