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How to configure calendar Integration as an administrator

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 January 19th, 2024

You must be an embedADAPT platform administrator to configure calendar integration.

Calendar Integration is disabled by default. You can enable it as follows:

  1. Select the “Configuration” tab within the sidebar
  2. Select “Organisation Configuration”
  3. Select “Calendar integration”
  4. Click “Enable calendar integration”

 


Outlook/Microsoft 365

  1. Select the “Configuration” tab within the sidebar.
  2. Select “Organisation Configuration”.
  1. Select the “Calendar integration” section, and enable calendar integration if it is not already enabled. (see above)
  2. Click the “Connect with Microsoft” button. This will open a pop-up for Microsoft login.
  3. Sign in using your Microsoft credentials

After integration has been enabled, users can then sign into their own accounts by either of the following two methods:

  1. Meeting prompt

On the meeting page, or when creating a meeting, a prompt will be visible for the user to sign into Microsoft.

Prompt on the Team Meetings page
Prompt within the Schedule Meeting dialog
  1. Personal configuration

A user can go to the “My Configuration” page to sign into Microsoft.

  1. Select the “Configuration” tab within the sidebar.
  2. Select “My Configuration”.
  1. Select the “Calendar integration” section.
  2. Click the “Connect with Microsoft” button. This will open a pop-up for Microsoft login.
Signing into Microsoft using the “My Configuration” page

Important Notes: 

  • Personal accounts are not supported. Any account used must belong to an organisation or school.
  • Use of the calendar integration may have to be approved by your Microsoft administrator. You will not be able to set up the integration until this occurs.
    • The Microsoft administrator will be able to approve the application within the login pop-up, so it is recommended they configure calendar integration for your organisation.

The following permissions are required:

  • Maintain access to data you have given it access to
    • This allows us to keep you logged in
  • Sign in and read user profile
    • This allows us to show who is logged in
  • Read user calendars
    • This allows us to check your availability
  • Read and write user and shared calendars
    • This allows us to book meeting rooms
  • Read all company places
    • This allows you to select a room for a meeting

Email/iCalendar invites

  1. Select the Configuration tab within the sidebar.
  2. Select “Organisation Configuration”.
  1. Select the “Calendar Integration” section, and enable Calendar Integration if it is not already enabled. (see above)
  2. Click the “Use Email/iCalendar Invites” button.

There is no additional configuration for this integration.

Given the following meeting:

The invite will appear in attendees mailbox/calendar like so:

How an invite will appear in Outlook
How an invite will appear in Gmail

Note: These invites are identical to the invites that are sent when you select the “Send calendar invitation to all attendees” option in the meeting menu, shown below.

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