Exercise 7.6: Enabling users to manage the corporate calendar

In this exercise, you will enable a user to manage the corporate calendar.

Overview

There are three different types of calendars in SmartCloud iNotes®: personal, secondary, and corporate.

Using the corporate calendar keeps users up to date on company events and meetings. All users can read the corporate calendar. To manage the corporate calendar, an administrator must grant the user management access.

Objective

In this exercise, you will:

Glossary

Term Definition
Personal calendar A personal calendar is a calendar that each user has which contains private calendar information for each user.
Secondary calendar A secondary calendar is a calendar that provides a way for users to share event data while keeping their personal calendars private.
Corporate calendar The corporate calendar is an organization-wide calendar that all users can read. Administrators must grant users access to manage (edit) this calendar.
Parent topic: Part A: Managing SmartCloud iNotes user accounts
Previous topic: Exercise 7.5: Forwarding e-mail from an account
Next topic: Exercise 7.7: Logging in directly to your mail

Procedure

Step
Action
1
Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
2
Click iNotes > Mail Account Manager.
3
Select a user and click the Corporate Calendar icon to enable the feature.
screenshot showing how the enable corporate calendar icon

Result: You will see this message indicating that the calendar administrator role is enabled.

screenshot showing the calendar administrator role is enabled in the admin U

On the Mail Account Manager page, the icon will appear in color, indicating that the calendar administrator role is enabled. Click on the icon to toggle the feature on and off.

On the Mail Account Manager page, the icon will appear in color, indicating that the calendar administrator role is enabled. Click on the icon to toggle the feature on and off.

4
Log into SmartCloud iNotes as the user you enabled in step 3.

Note: if you are already logged in as this user, logout and log back in: the functionality to manage the corporate calendar is not available until the next time the user logs in.

5
Click on Calendar.
6
Click the arrow next to My calendars and then click the Find calendars link.
UI showing the 'Find calendars' link
7
Click Follow.
UI showing the 'Follow' button
8
Click Back to Calendar.

Or

Click Calendar to return to your Calendar view.

UI showing the Calendar button

Result: Now the Corporate calendar is visible.

UI highlighting the Corporate calendar link

9
To test creating an event on the calendar, click the arrow next to Corporate calendar and then click Create event.
UI showing the 'create event' button
10
Click New event.
UI showing the 'New event' button

Result: You now have the ability to create events and manage the Corporate calendar.

UI showing the option to select the Corporate calendar in the dropdown list

Troubleshooting

Problem Resolution
I don't see the option to create an event in the corporate calendar, yet my administrator has enabled management access for me. You might need to logout and log back in to see the functionality.

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