The Shared Calendar in Agorapulse lets you share scheduled content with clients or external collaborators who do not have an Agorapulse account.
A Shared Calendar controls which social profiles and scheduled content these collaborators can access. Once added, they can view posts for the selected profiles, approve or reject them, leave comments, and reassign posts to the creator for changes. Shared Calendar users will not be able to see queued posts, draft posts, internal calendar notes or groups of posts that include a profile not added in the Shared Calendar settings.
This feature is ideal for agencies or organizations that require client approval before publishing.
In this article, we will cover:
Take a look at this article for additional information on sending posts for approval.
Please Note: The Shared Calendar is available to users on an Advanced or Custom subscription plan. If you would like access to this feature, please contact our support team.
How to create a Shared Calendar
To share posts with clients or external collaborators for review, you first need to create a Shared Calendar in your Organization settings. When you create one, you select the social profiles to include and the users who will have access
Users on an Advanced subscription plan may create a maximum of five Shared Calendars.
Note: Only users with the Owner or Manager role can create Shared Calendars.
To create a Shared Calendar:
Click on your avatar on the bottom-right of the screen
Select Shared calendars from the sub-menu
Click Create a shared calendar (or + Create)
Complete the following fields:
Enter a Calendar name (visible to collaborators)
Enter names and email addresses of external users. Click +Invite another user to add multiple users
Select Social profiles to include in this calendar (only posts from these profiles will be visible for added external users)
Select a calendar Language from the drop-down
Enter a Time zone for the Shared Calendar
Click Save
How to send a Shared Calendar invitation
Once a person has access to a given Shared Calendar, they will be able to see all posts included in this calendar, including those not assigned directly to them. After a Shared Calendar is created, external collaborators will not be notified automatically. This must be done manually.
To send a Shared Calendar invitation to an external user from the Shared calendar settings:
Select the relevant Shared calendar from the list
Click the paper plane icon next to the user to send an invitation via email
or
Click Copy link under the Shareable link field and provide the link to the relevant userRepeat as required for all users that have been added to the Shared Calendar
The invited user will receive an email with a dedicated link to access the Shared Calendar. These links contain individual tokens that are only valid for 60 days. After that, the user will have to re-validate themselves for security purposes.
Please Note: If you attempt to send an invitation to a user before creating and saving the Shared Calendar, you will receive an error.
How to customize the Shared Calendar
The Shared Calendar uses Agorapulse branding by default. Organizations that want to implement their own branding in the Shared Calendar may utilize the following customization options within the Shared calendar settings:
Logo
Calendar name
Calendar description
Color scheme
Please Note: Customizing the Shared Calendar is only available for users on a Custom subscription plan.
To customize the Shared Calendar from the Shared calendar settings:
Select the relevant Shared calendar from the list
Scroll to the bottom and toggle Shared Calendar Customization on
Adjust the available settings:
Company Logo - Show the default Agorapulse logo, hide the logo, or upload your own.
Calendar Name - Show the current name, hide it, or replace it with a custom name.
Calendar Description - Hide the description or add a custom description for external users.
Color Customization - Set the text and background colors to match your brand.
Click Save to apply your changes.
Shared Calendar customization applies to both the calendar and related email notifications for the Shared Calendar.
How to manage Shared Calendars
To edit or delete a Shared Calendar from the Shared calendar settings:
Select the relevant Shared calendar from the list
To edit a Shared Calendar, make any required edits and click Save
To delete a Shared Calendar, click the Delete calendar icon and confirm deletion in the pop-up
Please Note: Deleting a Shared Calendar will remove access for all users linked to it.