Users can create events outside a Huddle in which they are a participant. This allows a User to invite anyone in the Account to an event instead of only Participants in a Huddle.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your Sibme account administrator if you have permission.
Steps to accomplish the task:
Users can create an event outside their Huddles:
From the User’s Landing Page, click on the calendar icon in the upper right corner of the page and then click the blue View Calendar button.
You can also click on the Upcoming Events tab in the middle of the page and click on the blue Upcoming Events button.
On the next screen, click the green Create Event button on the right of the page.
The next screen will allow you to create your event by entering a title, description, date, start and end times, as well as other details related to the event that you are creating.
Events can be held either in person or over Zoom. If the meeting is to be held in person, the creator can type a meeting location into the Location box.
If Zoom is chosen, a link to join the Zoom meeting will be included in the event. Please note – an institution's Zoom information needs to be set up from the Account Settings > Integration page for the Zoom option to appear. More information on this can be found in the Integrations Overview Help Article.
For events created outside a Huddle, you will need to add attendees to your event. Choose the blue Add Attendee button on the bottom of the page and then select the attendees you would like to include by clicking Add.
You may also add everyone in the account as attendees by clicking the Add All button on the top right of this screen.
The attendee screen also allows you to search for attendees in the search bar at the top of the screen.
Once you have made changes to your attendees, click Done and you will be returned to the Create Event screen.
Events can be scheduled for a single time or repeated on a regular schedule. If the event that you are creating will be held multiple times, click the option box under ‘Repeat’ and choose the option which best describes the frequency of the event you are creating: Daily, Weekly, Monthly, Annually, Every Weekday (Mon to Fri), or Custom.
For Weekly, Monthly, or Annually occurring events, the system defaults to the day that you are creating the event. Custom schedules allow you to create events on a personalized schedule.
If you create a meeting that needs to repeat on a custom schedule, choose Custom from the drop-down menu. Additional options will appear where you can customize the schedule accordingly.
Once you have entered all the details, click the green create event button on the bottom right of the screen to add the event. It will then be added to each attendee’s calendar and to their attached Outlook/Google calendar for those who have connected their calendars.