CCH Axcess Workflow Scheduler—Calendar
The following sections describe the user rights required to work with Calendar Scheduler to manage the Task scheduling process.
Calendar - Read/Write
This right enables a user to access all Calendar scheduling capabilities.
| Right | Gives user the ability to: | Recommended Users |
| Calendar - Read/Write | Manage future events and time for the entire firm.
A user will be able to:
- Block Time & Non-Billable Events, including PTO and CPE’s
- Schedule Billable Time, like audits or other large projects that have a future start date to reserve the time of users who are assigned as staff on that project.
| CCH Axcess Workflow Web Admin |
Calendar- Read Only
This right allows to view all clients/entities and their associated Tasks. This right does not allow a user to reschedule.
| Right | Gives user the ability to: | Recommended Users |
| Calendar - Read Only | View all future events and blocked time of all users of the firm. However, they cannot schedule any jobs. | Partner |
Calendar Resource
This right enables a user to be scheduled for task bookings.
| Right | Gives user the ability to: | Recommended Users |
| Calendar Resource | A user with this right will appear as a resource on the SBE and SBT pages and can be scheduled for task bookings. | Staff |
- For firms with Calendar 2.0, the “Calendar Resource” user right will be automatically checked off on User profiles and User Groups.
- Firms will need to review the User Profiles and User Groups and uncheck “Calendar Resource” for any resource they do not Calendar Schedule.
View Staffing Management page
This right enables a user to view and edit bookings in the Staffing Management page.
| Right | Gives user the ability to: | Recommended Users |
| View Staffing Management page | Edit a team’s booking details through the Staffing Management page. | Manager |
- You need to have the Calendar−Read Only user right or Calendar−Read/Write user right along with the View Staffing Management page user right to view the Staffing Management page.
