Before You Begin
You need administrative permissions to access CRM Settings and User Management
Identify which user roles need access to the Calendar functionality
The Calendar appears in the navigation when the Events and Tasks modules are enabled
Steps
Access CRM Settings
Navigate to your CRM instance and click on Settings in the main navigation.
Navigate to User Management
In the Settings menu, click on CRM Settings, then select User Management.Access Roles & Profiles
Under User Management, click on Roles & Profiles.
Select the User Role
Choose the specific user role that needs Calendar access (e.g., Admin, Manager, etc.).Edit Modules Section
In the user role configuration, locate and edit the Modules section.Enable Calendar Components
Enable visibility for the following modules:Events - for scheduling appointments and meetings
Tasks - for managing action items and reminders
Save Changes
Click Save to apply the module visibility settings.
Verification / Expected Result
After completing these steps, users assigned to the modified role will see the Calendar functionality in their navigation menu. They can access Events and Tasks, which together provide the complete Calendar experience.
Troubleshooting / Common Errors
Calendar not appearing: Ensure both Events and Tasks modules are enabled for the user role
Can't access Roles & Profiles: Verify you have administrative permissions in User Management
Changes not taking effect: Users may need to log out and log back in to see the updated navigation