Example Security Configuration 2 - A Corporate Sales Organization

A sales and marketing group has purchased Connect Daily for use in scheduling their 12 sales people. The 12 sales people are divided into 3 groups. An East Coast group, a Mid-west group, and a West Coast group. Each group has a sales manager and 3 sales people. In the corporate headquarters, there is a director of sales and the secretary. Each sales person should only be able to see their own calendar. Each group sales manager should be able to see his calendar, and the calendars of their 3 sales people.

Additionally, a rollup calendar should be created for each sales group to allow the sales manager to view the combined activities for his people. The sales director and the secretary should be able to see any calendar. In addition to the individual and group calendars, they would like to have a rollup calendar that shows the activities of all sales people. The sales secretary should be able to create entries in any calendar but the items must be approved by the sales group manager. The public should not be able to see the calendars.

We would configure the system in the following way.

• Create user accounts for each sales person and a calendar for each person. Each User should have only permissions to view their specific calendar.
• Using the Manage Security Wizard, grant each sales manager Approve, Use, and View permissions for the calendars for their sales people.
• Create a rollup calendar for each sales group and include the calendars for each sales person in the sales group in the rollup calendar. Set the Display type for each included calendar to “Calendar - Title”. Grant each sales group manager permissions to view the sales group rollup calendar. No person should have User permissions for any rollup calendar.

  Connect Daily allows you to combine calendars so that you can view different calendars together.

  For example, the city of Denver has teams for the following sports:

  • Basketball
  • Football
  • Hockey
  • Lacrosse
  • Soccer

  Each team has their own calendar so visitors can see games just for their sport. Connect Daily allows you to create a Sports Calendar that would combine all of the individual team calendars into one calendar. Visitors can now see all of the games happening on one day without having to visit different calendars.

• Create a corporate-wide rollup calendar and include the calendars for each sales person into the calendar. Set the Display type for each included calendar to “Calendar - Title”.
• Create the user accounts for the Sales director, and the secretary. Create a User group named CorporateHQ and add the Sales director and the secretary to that group.
• Grant the group CorporateHQ View permissions for all calendars. Grant the group User permissions to the individual calendars, but not the rollup calendars.
• Delete the “Public User Name” value from the SYSTEM | CONFIGURATION | SECURITY SCREEN, and delete the GUEST user. Delete the default Users group.