Authorize Calendar Access
The Calendar Sync integration will keep Ambition's scheduled coaching check-ins in sync with a Manager's Microsoft Outlook calendar by allowing for bi-directional rescheduling. If a 1:1 needs to be rescheduled, the date and time can be updated either on the calendar event or within Ambition, and both the calendar event and Ambition will be updated accordingly.
How do I authorize access to my Outlook Calendar?
What are the benefits of authorizing my Outlook Calendar?
What happens to the Calendar event if a need to reschedule the Check-in?
When do I need to reauthorize access to my calendar?
How do I reauthorize my calendar?
How do I disconnect my calendar?
Authorize Calendar Access
If the Calendar Sync Integration is enabled, Users with system Manager permissions will be presented with the option to authorize their Microsoft Outlook calendar.
Each Manager that wants to use the enhanced calendar functionality will authorize their own calendar.
1. Navigate to your personal dashboard and click Edit Profile.
Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.
2. Locate the Microsoft Outlook Calendar Sync section of your User Settings.
3. Click Connect Calendar.
4. When prompted to "Log in with Microsoft Office 365", click Continue.
5. Input your Microsoft credentials and continue the authorization process.
6. After authorizing, the Microsoft Outlook your User Settings page will show as Connected.
Microsoft requires a re-login every 90 days. Within the user settings page, the user will see the status and remaining days until reauthorization is required.
Rescheduling a Check-in
If your calendar has been authorized, an Outlook calendar invite will be placed on your calendar as well as the employee who the Check-in is with when a "Scheduled for Later Check-in" is created in Ambition. Connecting your Outlook calendar with Ambition allows for bi-directional rescheduling of the invite. If a 1:1 needs to be rescheduled, the date and time can be updated either on the Outlook calendar event or within Ambition, and both the calendar event and Ambition will be updated accordingly.
If a Coaching Check-in is rescheduled by updating the Outlook calendar invite, the Meeting Date in Ambition will be updated. If a Coaching Check-in is rescheduled within Ambition, the Outlook calendar invite will be updated as well.
When a Manager creates a Check-in and their Outlook calendar is authorized, any changes made to the Meeting Date in Ambition will also be updated on the calendar invite. This included when a Co-Coach updates the meeting.
When a Manager creates a Check-in and their Outlook calendar is not authorized, Ambition will attach an .ics file alongside the Check-in Started email. Ambition will be unable to reflect any schedule changes that are made to the .ics file within the Ambition interface. Similarly, if the Meeting Date is updated in Ambition, the corresponding .ics file will not reflect changes made in the Ambition interface.
If a Co-Coach edits a Meeting Date where an Outlook event doesn't yet exist, and the Co-Coach is a manager who has authorized their Outlook calendar, then a calendar invite will be created in Outlook with the Co-Coach as the owner.
Reauthorize Calendar Access
If the Calendar Sync Integration is enabled and the Manager has previously authorized their calendar, Users with system Manager permissions will be presented with the option to reauthorize their Outlook calendar within their user settings.
Each Manager that wants to use the enhanced calendar functionality will need to keep their own calendar authorized.
Authorization Frequency
Microsoft requires a login every 90 days in order to sustain Ambition's access to your calendar.
Reauthorize Calendar Access
1. Navigate to your personal dashboard and click Edit Profile.
Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.
2. Locate the Microsoft Outlook Calendar Sync section of your User Settings.
3. Click Refresh Authorization Now.
4. When prompted to "Log in with Microsoft Office 365", click Continue.
5. Input your Microsoft credentials and continue the reauthorization process.
Revoke Calendar Authorization
If the Calendar Sync Integration is enabled and the Manager has previously authorized their calendar, Users with system Manager permissions will be presented with the option to disconnect their Outlook calendar within their user settings.
Each Manager that no longer wants to use the enhanced calendar functionality will disconnect their own calendar.
1. Navigate to your personal dashboard and click Edit Profile.
Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.
2. Locate the Microsoft Outlook Calendar Sync section of your User Settings.
3. Click Disconnect Calendar.
4. Confirm by clicking Disconnect Calendar.
Any coaching events that are already on your calendar will not be affected.
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