Experience Cloud: Creating a Shared Calendar for Partner and Internal Users

To create a shared calendar visible to both partner and internal users, follow the steps below.

Overview

A. Create a Calendar 

B. Add the Calendar Component to the Experience Cloud Site

C. Verify Operation with a Partner User

A. Create a Calendar

1. From Setup, in the Quick Find box, enter Public Calendars and Resources, and then select Public Calendars and Resources. Click New. Enter a Name, check Active, and click Save.

2. On the detail page of the created calendar, click Sharing, then click Add. Add the users who need to view the calendar to the list.

3. Select the appropriate Calendar Access level and click Save.

B. Add the Calendar Component to the Experience Cloud Site

1. Open Experience Builder for the target site.

2. From the Components icon (lightning bolt) in the top-left corner, drag the Calendar component onto the page.

3. Click the component to open the property panel and select Show other calendars.

   • Note: If the object page for the Event object has not been created, create it via Page Management (gear icon) > + New Page.

4. Publish the site.

C. Verify Operation with a Partner User

1. Log in to the site as a partner user.

2. Open the page where the calendar was added in step B.

3. In the calendar component, click the gear icon next to Other Calendars and click Add Calendar.

4. Set the calendar type to Public Calendars and Resources, select the calendar created in step A, and click Add.

5. Click the dropdown arrow ▼ on the target calendar and select Add Event to add an event to the calendar.

Notes:

• To allow partner users to view event record details, ensure the Public checkbox is selected on the event record.

• If the partner user does not have the Edit Events permission, they cannot create new events.

• If the partner user does not have the Access Activities permission, an error indicating insufficient privileges will occur.

• Customer users cannot access public calendars and events.

See Also

Calendars