How To Edit Calendar Users Inside Your STS CRM™

Managing Call Links and Calendar Integration for Efficient User Updates

Step 1: Adjust Call Links

  1. Manage Call Links: As your company evolves, modify individual access on existing call links without creating new ones.

Step 2: Configure User Settings

  1. Ensure Calendar Integration:
    • Navigate to Settings and access "My Staff" (admin) or "My Profile" (user).
    • Scroll down to connect a specific calendar (e.g., iCloud, Zoom).

Step 3: Integrate Calendars

  1. Connect Google Calendar: If using "My Staff," click "Edit" and manage primary and secondary calendars for scheduling.

Step 4: Set User Preferences

  1. Select Video Conferencing Software: Choose between Zoom or Google Meets under user availability settings.

Step 5: Update User Assignments

  1. Modify Calendar Users:
    • Access calendars, select the desired calendar, and update user assignments (e.g., prioritize users like Michael).
    • Ensure consistency with chosen video conferencing software (Zoom or Google Meets).

Step 6: Confirm and Save

  1. Sync Settings:
    • Verify software consistency between user settings and calendar selections.
    • Click save to apply changes and automate updates across platforms.

Summary:

Efficiently manage and update user access on specific call links and integrate calendars seamlessly with Zoom or Google Meets for streamlined scheduling and collaboration.