Workiva Support Center

Note: Workiva Calendars and Calendar-related features (such as using business days in processes) are currently only available in some of our Financial Reporting and Financial Services solutions.

Edit calendar details

Users with Owner or Editor permissions can edit calendar details. See Edit calendar permissions to learn more about permissions.

To edit the calendar details:

1. Click Calendar to go to the Calendars experience.
   
2. In the Calendars experience, click the settings icon next to your desired calendar.
   

3. In the Calendar details section, you can edit the Name, Color, Description, and Time zone.

   Note: Editing a Workiva subscription calendar’s details won’t affect the original external calendar.

   

4. After making your edits, click Save changes.

Edit calendar permissions

Users with Owner permissions can edit calendar permissions to give other users the appropriate access for viewing the calendar and performing other calendar actions. See Understanding permissions to learn more about permissions in Workiva.

Note: Workspace Owners and Org Workspace Admins can edit permissions on any calendar in the workspace, even if they don’t have Owner permissions to the calendar. First open the calendar settings on any calendar, and then click on your desired calendar in the left-hand list to edit that calendar’s permissions.

To edit calendar permissions:

1. Click Calendar to go to the Calendars experience.
2. In the Calendars experience, click the settings icon next to your desired calendar.
   
3. In the Calendar permissions section, click Open calendar permissions.
   
4. Next to the desired user’s name, select the appropriate permission level (Owner, Editor, Viewer) that you want to give them. See Permission levels for calendar actions to see more details on the different calendar actions each permission level can perform.
5. After selecting the permission levels for the desired users, you can choose to notify those users about their updated access by checking Notify collaborator they have access.
6. Click Apply changes to finish.

Permission levels for calendar actions