CLOSE
Search - Quick Tips
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Back to articles
Getting Started
Adding and assigning a new calendar in Google
Introduction
DocketCalendar connects to a single email in your Google Workspace domain, called the "linked email account."
This account is used to log into DocketCalendar and can place events on any calendar inside your domain that has granted it edit privileges. This guide will help you understand how to properly share and connect calendars to DocketCalendar using Google Calendar.
Types of Email Accounts
- Linked Email Account: The email account used to log into DocketCalendar (e.g., docketcal@yourlawfirm.com).
- User Calendars: Individual calendars of firm members (e.g., john@yourlawfirm.com).
- Firm Calendar: A central shared calendar for the entire firm (optional).
Important Notes
- When setting up DocketCalendar, you must share each user's personal calendar with the linked email account, not the other way around. This is crucial for proper functionality.
- The linked email account's calendar is not necessarily your "Firm Calendar." You may continue using your existing central shared calendar.
Prerequisites
Before proceeding, ensure that you:
- Already have a dedicated DocketCalendar email account (e.g., docketcalendar@yourlawfirm.com)
- Have already linked and permissioned that account in DocketCalendar
Step-by-Step Guide to Sharing Calendars
Creating a case
Share calendar with your linked email account
NOTE: This step will require the credentials (or attention) of the person holding the account you would like to add.
They will need to share their calendar in Google (i.e: judy@yourlawfirm.com) to the dedicated DocketCalendar email account (docketcalendar@yourlawfirm.com)
They will need to share their calendar in Google (i.e: judy@yourlawfirm.com) to the dedicated DocketCalendar email account (docketcalendar@yourlawfirm.com)
From the Google calendar of the email account you'd like to add, click on the three dots next to your calendar then select sharing and settings.
On the left hand side click on "Share with specific people or groups" to scroll down to the appropriate section.
Then click "+ Add people and groups".
Then click "+ Add people and groups".
Type in the name of your primary account (i.e.: docketcalendar@yourlawfirm.com), making sure to select "Make changes and manage sharing" in the permissions dropdown.
When you're done hit "Send".
When you're done hit "Send".
Creating a case
Create User + Assign newly shared calendar
Click the Users Icon on the Side Panel
Select "Create New User" at the top of the screen
- Enter the user's email address (must be unique)
- Fill in the required information, including user type and permissions
- Now that you've connected to Outlook or Google, you'll see an option to "Assign Link Calendar"
- Click "Save" to create the user
Note: The new user will receive an email with login credentials and a temporary password. They'll be prompted to create a new password upon first login.
Testing Calendar Sharing
To ensure the calendar is shared correctly:
- Open the linked email account in Google Calendar.
- Create a new event.
- Check the calendar dropdown when creating the event.
- If the user's calendar appears in the dropdown, the sharing is set up correctly.
Troubleshooting
If a user's calendar doesn't appear in the dropdown when creating a new event from the linked account:
- Double-check that the user has shared their calendar with the correct email address.
- Ensure that "Make changes and manage sharing" permissions were granted when sharing.
- Try removing and re-adding the calendar sharing permissions.
Back to top ↑
