Manage Client Calendars

Client Calendars instantly creates custom calendars for each of your color labels. Define Client Calendar permissions for each team member to get more control over your team’s access to specific projects, campaigns, and views.

• Create Client Calendars
• Access Client Calendars
• Manage Client Calendar Access

Create Client Calendars

1. Open Settings
2. Under the Settings tab, click Client Calendars
3. From this page, you can select a color label and assign a name for each of your clients

Access Client Calendars

You can find Client Calendars in the main Calendar menu with your custom Saved Views. CoSchedule automatically creates a Client Calendar for each Color Label.

         

Manage Client Calendar Access

Admins, managers, and owners can control which Sub-Calendar Views team members can access. Team members can see, edit, and create items only for those Sub-Calendar Views they have access to. To manage Team Member access:

1. Open Settings
2. Click on the Team Members tab
3. Locate the team member and click Edit
4. Check the box next to each Client Calendar you'd like the team member to access

If a team member is assigned an item such as a Task or Project with a color label corresponding to a Client Calendar they cannot access, the team member will be able to see the item on their Home page, but they will need to be assigned access to the appropriate Client Calendar to be able to open the item.