Overview
The SurePoint Practice Pro (formerly ZenCase) Outlook integration will allow another user at your firm to create, update, or delete calendar events that you share with them on a shared calendar.
Other members in your firm will need to have shared access to your calendar. Below are steps to setup your shared calendar in Outlook.
Setup Shared Calendar In Outlook
To setup your shared calendar in Outlook, you will need to choose the calendar(s) you would like to share with another member.
In Outlook, select the "Calendars" icon to view your calendars.
Under your Calendars, there will be a list of calendars.
Next to the calendar you want to share, choose the "..." button to see more options.
Click "Sharing and permissions".
From the Sharing and Permissions screen, you can add new users in your organization or set permissions for all people in your organization.
If you select specific people, you can set individual permissions for each person.
Set each individual person's permissions to be able to view or edit.
Once complete, you can close the Sharing and Permissions screen.
You have now successfully shared your Outlook calendar with another member in your organization.
If this member is also connected to Outlook in SurePoint Practice Pro, they can view and/or manage events on your shared calendar directly in SurePoint Practice Pro.
If you have any questions or need assistance, please let us know!