Ritten is launching a highly requested feature to give clinics more control over their scheduling and calendar workflows: Calendar Event Permissions.
Until now, everyone in your organization could view and manage every calendar event. While that worked well for some teams, many of you asked for more privacy and control, especially when it comes to limiting visibility and access between staff members.
With this new feature, you can now decide exactly who can view, create, edit, or delete calendar events, giving your team the access they need, and nothing more.
What’s Changing?
You now have more control over calendar access with flexible permission settings. There are two main ways you can set things up:
Full Access
Let someone view and manage all calendar events in your organization. Prior to this feature release, this is the permission that all users had.
My Events Only
Limit someone to only see and manage:
Events they’ve created
Events they’re assigned to (based on their team)
This option is great for keeping provider calendars private or limiting visibility across users with shared permissions.
Pre-Built Calendar Access Options
To make setup easy, we’ve added three calendar permission options to the Ritten permission library:
Calendar Event Super
Users with this permission policy can view, create, edit, and delete any calendar event.
Calendar Events: My Events
Users with this permission policy can only view and manage events they’re attending and events they've created.
Calendar Events: Read Only
Users with this permission policy can view all events, but cannot create, edit, or delete anything.
Feel free to add any of these pre-built policies directly to your existing permission groups or create a custom policies (more on that below).
Custom Calendar Event Permissions
In addition to the pre-built options, you can create your own custom calendar permissions.
For each permission, you decide what actions someone can take:
Read calendar events
Create new events
Update existing events
Delete events
You can also choose whether those actions apply to:
All events, or
Only events the user is assigned to or has created
With custom permissions, you can get as specific as you need.
Automatic Setup for Existing Users
To make sure there’s no disruption to your current workflows, we’re automatically:
Creating a Calendar Event Admin permission group in every organization.
Adding all existing users to this group.
This means nothing will change for your current team unless you choose to update their permissions.
Important: If you add new users going forward and want them to have full calendar access, make sure to add them to the new Calendar Event Admin group manually.
How To Manage Calendar Permissions
You can update calendar permissions for any staff member in a few quick steps:
To give staff members access to a pre-built permission policy
Go to Configurations section and open the User Management tab
Select Permissions
Select the permission group that you would like to update
Press Add Policy
In the Library tab, press Assign by one or more of the policies you'd like to grant to users in that permission group
When finished, close the pop-up window and press Save
To create a custom calendar event policy:
If none of the three pre-built permission policies are appropriate for your needs, follow the steps below to create a custom calendar event policy:
Go to Configurations section and open the User Management tab
Select Permissions
Select the permission group that you would like to update or create a new permission group
Press Add Policy
In the pop-up window, click the New tab
Add a Name and Description
In the Resource dropdown, select calendar_event
In the Operation dropdown, select which action you would like to grant access to (create, read, update, or delete) or select * to grant access to all operations
Note: The write operation is not supported for calendar_event policies
In the Filter dropdown, select n/a to allow users to perform the selected operations on all users' calendar events or calendar_event:MyEvents to limit the user to only performing the selected operation on calendar events they're assigned to (or have created)
Note: The calendar_event:MyEvents filter is not available for * and create operations
Leave Filter Glob and Filter Regex fields blank
Press Save & Assign and then Save the Permission Group
Where These Permissions Show Up
Your calendar permissions will automatically apply to:
The main Calendar page
The Calendar > Scheduler tab
Staff Name Calendar filter
The Agenda tab in client charts
Have Questions?
If you’d like assistance updating your team’s permissions or creating a custom setup, just reach out to us at [email protected] and we’ll be happy to walk you through it.