Before You Begin
Ensure you have access to the Calendar module in Dazos CRM
Understand that this is a view filter, not a permission setting - each user must configure their own filter
Note that this setting affects only your personal view and doesn't restrict what other users can see
Steps
Navigate to the Calendar Module: Click on "Calendar" in your left navigation menu.
Switch to Shared Calendar View: Select the "Assigned to" tab or view option.
Open the User Filter: Click on the "User Filter" option in the calendar interface.
Uncheck Other Users: In the User Filter dialog, uncheck all other users' names, leaving only your own name checked.
Apply the Filter: Save or apply the filter changes to update your calendar view.
Verification / Expected Result
After completing these steps:
Your Shared Calendar will display only activities assigned to you
Other users' activities will be hidden from your view
The filter setting is personal to your account and doesn't affect other users
You can modify the filter anytime to include or exclude other users as needed
Important Notes
⚠️ Key Limitation: This User Filter is a personal view setting that each user must configure individually. There isn't a way to automatically make reps see only their own activities while leadership sees everyone's through system permissions.
💡 Tip: If you need to temporarily see other users' activities, you can easily modify the User Filter to include them again.
✅ Best Practice: Leadership users can keep all users checked in their filter to maintain oversight of team activities.
