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Why my user (closer or setter) is unable to schedule appointments?
Why my user (closer or setter) is unable to schedule appointments?

Or how to add additional permissions to your user for scheduling calls inside the iClosed

Updated over a month ago

Check if your user has all necessary permissions according to the role assigned:

  1. Find the User and check what role has been assigned to the user

  2. Check Role Permissions by switching to "Roles" tab

  3. Click on the pencil on the right to edit and navigate to:

    1. Appointment Setting → grant "Full" access

    2. Events → grant "Full" access

    3. Schedule events → grant "Full" access

After you add full permissions to the menus as advised above, your Closer/Setter will be able to add approved outcome, and they will be able to schedule calls with leads.

Pro tips

In case you have a larger team, and you would like to grant more permissions to specific users only, create a custom role for them, granting them all necessary permissions while keeping other team members within their standard roles

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