Calendar sharing

Hugo Fernandes _ Keller Williams
Hugo Fernandes _ Keller Williams Member Posts: 4 VERIFIED MEMBER
Name Dropper Photogenic First Comment
edited February 28 in Sales CRM #1

How can I limit my team alowing them to see my calendar but not making changes in my calendar?

Than you

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Hugo Fernandes _ Keller Williams,

    In order for another user to have visibility of your activities, they will need visibility of all of the activity’s linked items (Contacts, Deals, etc). If they have visibility of the linked items, they will be able to see your Pipedrive activities.

    If you are looking to limit the visibility of your calendar there is an option in the calendar sync tab in your account to sync "private" events as private in your account. The events in your provider would need to be marked as private in order for them to be synced as private events. You can find the option here-

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    You can also take a look at this article for some more information on activity visibility! I hope this helps!

  • Hugo Fernandes _ Keller Williams
    Hugo Fernandes _ Keller Williams Member Posts: 4 VERIFIED MEMBER
    Name Dropper Photogenic First Comment
    #3

    Hi @Sophie , thank for your answer, but in fact I want my assistant to be able to "view" my calendar entry but not to edit it. I'm getting to the conclusion that is a all-or-nothing issue :-) am I right?

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