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Calendar Permissions shares one person’s calendar with another: Reviewer to read it, Editor to change it, or Delegate to also handle meeting requests. Use it when someone needs to see or manage a colleague’s calendar, for example an assistant who books a manager’s meetings. It needs Microsoft 365 connected, with Exchange access for the client.

Calendar Permissions in 49 seconds: what it asks, what it does and what you get.

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What the form asks

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What it does

  1. Creates a ticket in your PSA, if Ticketing is on.
  2. Waits for approval, if Approval is Internal or External, or a conditional override matches.
  3. Set Calendar Permission: on the calendar owner’s calendar in the client’s Exchange Online:
    • Reviewer lets the person see the calendar.
    • Editor lets them see and change it.
    • Delegate gives Editor access and makes them a calendar delegate, so they also get the owner’s meeting requests and responses.
If the person already has a permission on that calendar, the run changes it to the level you chose, so you can also use it to raise or lower someone’s access. Each run sets one person’s access to one calendar. With Log actions to the ticket on, the ticket also gets a note when the run starts, after Set Calendar Permission and when the run completes. If Exchange refuses the change, the run ends Failed at Set Calendar Permission; open that step in Executions to see Exchange’s message.

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Configure it

Go to Config, choose Mailboxes and click Calendar Permissions.

Configure Calendar Permissions: every option, step by step (1:26).

Approval, Ticketing and User directory filters are set on Base config and apply to every client unless you override them for one. For how Base config and client overrides work, see How configuration works.

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Troubleshooting

Check User directory filters. Room and shared mailboxes usually have no licence and their sign-in is blocked, so for that client override the filters and untick Licensed users only and Active users only.
The client has no Exchange connection in Triggr yet. See Exchange Online.