Calendar and Scheduler permissions
My Calendar needs no new permissions. The Scheduler, room setup and the Appointment Detail report are controlled by these permissions. Permissions are granted to security groups, see Permissions.
| Permission | Group | What it allows |
| View Scheduler | User Interface | Open the Scheduler and view appointments. Without Manage Scheduler Appointments, the Scheduler is read-only. |
| Manage Scheduler Appointments | User Interface | Create, change and move appointments in the Scheduler. |
| Manage Rooms | User Interface | Add, edit and delete rooms. Users also need View Other Lists to reach the room list. |
| View appointment detail report | Reports | Run the Appointment Detail report (View → Reports → Appointment Detail), which lists all appointments for one or more cases. |
| Modify appointment detail report | Reports | Change the report's filters. |
Suggested permissions by role
| Role | Permissions to grant |
| Practitioner | None needed for My Calendar |
| Reception | View Scheduler |
| Practice manager | View Scheduler, Manage Scheduler Appointments |
| Room administrator | Manage Rooms, View Other Lists |
If you're upgrading, employees who had the old ViewCalendarManager permission are automatically given both View Scheduler and Manage Scheduler Appointments.