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Share Calendar Events based on Position

by
Odoo

10.06

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Discuss (mail)
Lines of code 1998
Technical Name azk_private_event_access
LicenseAGPL-3
Websitehttps://azka.tech
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Discuss (mail)
Lines of code 1998
Technical Name azk_private_event_access
LicenseAGPL-3
Websitehttps://azka.tech

Introduction

In Odoo, there is either a private or public calendar. Thus either anyone can see or just the attendees or collaborator.
However, there is a need to show/manage calendars by some people who aren't participating e.g. Assistant, Secretary, Leads & managers.
This module allows to grant visibility or management by role or for specific users.


Configuration

  • The General Manager's meetings must be private but there is a need for his assistant to view and manage their meetings.
  • There is a need for the sales manager to view the calendar of the sales team but the salespeople don't want everyone to see the meetings.
  • Recruitment interviews shall be private however managers need to see what's on the calendar without being as participant.

How it Works

  • Login as admin then Go to Settings -> Users and Select a user to set who (by user or by group) is able to manage his private events.
  • There are 2 access levels:
    • Read Only: Only view the calendar events.
    • Read & Write: View and edit the calendar events.
  • To Grant access for a specific person e.g. "your assistant" then just grant it to a single user via filling the "Authorized user"
  • To grant to a group e.g. all recruitment you assign to a specific group via filling the "Authorized group".
  • Bonus: if you want to assign by sales team, create a dummy group by team and assign users to that team and give access.
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  • Create public and private events in the calendar.
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  • Logout and login as the assistant for example.
  • Private events are visible in read-only mode and public events are visible normally.
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  • If the access level is Read & Write, the assistant could view, edit, and delete the private event.
  • Logout and login as another user.
  • Private events are still private.
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