Select participants window

You open the Select participants window by clicking the button next to the participants field or in the toolbar of the data record.

In the list on the left, you can see all users, groups, and resources to which you have access rights.

Access rights to others

In the list on the right, you can see the participants with different rights to the data record. After you have created a data record, you have already automatically been entered as a participant with full rights.

On the bottom of the right list, you can see further participants in appointments if the invitation management has been activated.

In addition to in the Select participants window, you can also select participants in other locations.

• Selecting participants

Entering, removing, or inviting participants

  As soon as you enter the character into the left Search field, a list of users, groups, and resources is displayed as a search result.

• By clicking the buttons below the left list, you display the corresponding entries. If you click Users, groups are also displayed.

  Using these buttons, you move selected users, groups, or resources from the left list to the right list and vice versa.

• Double-click a selected entry to move it to the other side respectively.
• If a user adds a resource, for example a meeting room, as an appointment participant, the resource subject is automatically entered into the Location field.

Resources as participants and in the location field

• If you remove yourself as participant from a data record, you delegate the data record.

• Delegating

• If you remove all participants from a data record, the All (Public) user is automatically entered.

  Using the All (public) special user you can grant all users ownership rights to this data record. And for each data record you can set which rights should apply to the All (public) user.

  For example
  You create an appointment for a company outing. As a participant of the appointment you select All (public) and the Read right. Now all your colleagues will be able to view this appointment in their calendars, but they will not be able to change it.

Invite the selected user offers different functions for inviting other users and the invited participants.

You can invite CAS genesisWorld users and external participants via an e-mail address. When you invite external participants, the appointment is automatically linked with the corresponding address data record in CAS genesisWorld if such a data record exists and the administrator has defined corresponding settings.

• Invitations to appointments
• Appointments in CAS genesisWorld

Working with favorites

When you open the Select participants window, you can see your favorite users, groups, and resources at the beginning of the left list.

Favorites are marked with a blue star.

You can define favorites by clicking the grey star between Name and Description.

You remove an entry from your favorites by clicking the blue star.

Functions for groups

 When you right-click a group in the left list, 3 functions are available.

• Groups

• Add group moves the group to the participants list on the right.
• Invite group only works for appointments.
• Display group members opens a window displaying the group members and the access rights of each user in this group.
• You enter one or multiple selected users or groups as participants by clicking Apply.

If you activate the Apply set right option, the rights that apply to the group are set for the participants.

If the option is not activated, the rights that have already been defined for the data record apply.

Assigning rights to participants

 In the Rights assignment drop-down list, you can individually define the ownership rights to the data record for each participant.

• Access right levels

• In the Maximum external access right drop-down list, you define the specific external access rights other uses have to this data record.

• External access rights
• Maximum external access right