ELEXIO Community

Setting up Approvals for Events via Roles

You can create roles in the Calendar that will allow users to Propose events, and also roles that will allow users to Approve those events.

  1. From the CRM click on the Calendar link at the top of the page.
  2. Click on Settings at the top of the page
  3. On the left hand side of the screen click on Permissions
  4. Create a role(s) for certain calendar users, allowing them to “propose” events but not to “create” events. For users who are assigned roles with this specific combination of permissions, they can select the “Add Event” option in the Community Calendar. On this screen, the user specifies the details of the proposed event. However, when they click save, the event is not added to the calendar. It is instead placed in a pending queue / list of events pending approval.
  5. Now, assign appropriate roles for calendar “approvers” - users with permission to approve proposed events. Go to Settings > Permissions. Create a role(s) for your staff and leaders who will approve proposed events by selecting the “Approve Events” permission as part of the role.

Remember, a role is simply a combination of permissions that you select / specify. Assigning a role to a user in Community accomplishes two things: First, it allows that user to access the Community Calendar when they log in to Community. Next, it grants them the permissions that are selected / included in the role that is assigned to them