Calendar Function - Dont want SHARED

[lanx]

Within the Calendar function of Sugar there is a button that says "SHARED" of which an employee can see exactly what other employees have done or have planned to do. How do I disable it so that only the administrator can see this and that separate employees cannot.

[Angel]

I don't think you can remove the button (at least not without some modification of the code itself), but through the use of Roles, you should be able to limit users to only being able to see their activities on the calendar.

[lanx]

I don't think you can remove the button (at least not without some modification of the code itself), but through the use of Roles, you should be able to limit users to only being able to see their activities on the calendar.

Do you know how to do that? I couldn't find exactly what needs to be changed for this to happen.

[Angel]

1. Login as admin
2. Click the "Admin" link to access the admin control panel
3. Click "Role Management"
4. Click "Create Role" on the left hand side, provide a "Name" value.
5. Within the grid at the bottom, locate the cell for "View" on the "Calls" row.
6. Double click the word "Default" and change value in the drop down to "Owner"
7. Repeat step 6 for other activity types (i.e. Meetings, Tasks, etc.)
8. Click "Save" once you've made all your changes.

Your role is now ready to be applied to the different users.

To apply it:

1. Access the "Admin" control panel again
2. Click "User Management" and select a user to edit
3. Scroll to the bottom and you'll see a "Roles" section

Clicking the "Select" button on the "Roles" section will allow you to assign the previously defined role to the current user. Repeat the process for other users.

[lanx]

1. Login as admin
2. Click the "Admin" link to access the admin control panel
3. Click "Role Management"
4. Click "Create Role" on the left hand side, provide a "Name" value.
5. Within the grid at the bottom, locate the cell for "View" on the "Calls" row.
6. Double click the word "Default" and change value in the drop down to "Owner"
7. Repeat step 6 for other activity types (i.e. Meetings, Tasks, etc.)
8. Click "Save" once you've made all your changes.

Your role is now ready to be applied to the different users.

To apply it:

1. Access the "Admin" control panel again
2. Click "User Management" and select a user to edit
3. Scroll to the bottom and you'll see a "Roles" section

Clicking the "Select" button on the "Roles" section will allow you to assign the previously defined role to the current user. Repeat the process for other users.

Works when changing LIST and VIEW. Thanks!!