How to restrict users to view their own calendars

Overview
Access restrictions are defined per 'functional' role and then users are given access to the roles. The higher the role, the more permissions the staff member will have. When implemented effectively, you will mitigate the risk of information being accessed without the appropriate authorisation, unlawfully, and the risk of a data breach. 

As an administrator, you have the ability to restrict the group permission according to their role; one of which is to restrict users to view all available calendars. To apply this restriction, follow the steps below:

Begin Admin Workflow

1. From the Cog Button, select Settings and choose Groups.


2. Choose the group to which you want to modify permissions. In this case, we will choose to modify the group of Dentists as an example since they would not need such a high level of permissions in the software. 


3. From the Appointment Permissions category, tick the box that is necessary for the dentist's access. 

Note: To restrict the user from accessing all available calendars, make sure to untick the 'browser calendar' from the Appointment Permissions category because this will indicate that the user can view all available calendars from the practice if ticked.

4. Once the permissions have been set accordingly, the last step for the admin workflow is to make sure that the calendar belongs to the right owner/user of the account.


If you will have a new member such as Dentist, simply add them to the Dentists Group and modify the permissions if needed. Click here for more information on how to manage users.

If you have any other questions or concerns, please do not hesitate to click on the yellow HELP button and chat with us. We're more than happy to assist you!