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The Calendar Connections settings screen lets users link their personal Google Calendar or Microsoft Outlook account so meetings sync with CE activity timelines. It is accessible at /ce/settings/calendar.

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Overview

The screen loads all calendar connections for the current organization. Each connected calendar appears as a card showing the provider (Google Calendar or Microsoft Outlook), the connected account identifier, sync status badge (Syncing / Paused), last sync timestamp, and an auto-sync toggle. Users with ce.calendar.connect permission also see buttons to connect a Google Calendar or Microsoft Outlook account and, if any connections have a pending vault migration, a backfill action. An informational alert describes whether calendar OAuth credentials come from the organization’s own Google Cloud project or from the Encore platform default.

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Who it’s for

Required permission: ce.calendar.view (route-level gate). Connecting and running vault backfill requires ce.calendar.connect.

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Before you start

  • You need the ce.calendar.view permission.
  • Connecting a calendar additionally requires ce.calendar.connect.
  • If using Google Calendar, either VITE_GOOGLE_CALENDAR_CLIENT_ID must be configured, or the platform default will be used with a warning about HIPAA BAA scope.
  • If using Microsoft Outlook, VITE_MICROSOFT_CALENDAR_CLIENT_ID must be configured.

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Steps

1

Open Calendar Connections

Navigate to /ce/settings/calendar from CE Settings.
2

Connect a calendar

Click Connect Google Calendar or Connect Microsoft Outlook. You will be redirected to the provider’s OAuth authorization page. After authorizing, you are returned to the platform.
3

Toggle auto-sync

Use the Auto-sync toggle on a connection card to pause or resume calendar synchronization.
4

Disconnect a calendar

Click Disconnect on a connection card and confirm the action to remove that calendar integration.
5

Run Credential Vault backfill (admin)

If the migration banner is shown, click Run vault backfill to migrate legacy calendar tokens into the PF-76 Credential Vault. Progress is displayed while the operation runs.

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Key concepts

  • Credential Vault — calendar OAuth tokens are stored in the platform Credential Vault (not in plaintext). The backfill migrates any connections still using the legacy encrypted column.
  • Credential source — tenant if the organization has configured its own Google Cloud OAuth client ID; platform if using the Encore shared client.
  • Providers supported — google and microsoft (Microsoft Outlook).

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/CalendarConnectionSettingsPage.tsx
  • src/cores/ce/hooks/useCalendarConnections.ts
  • src/platform/integrations/hooks/useGoogleWorkspaceConnection.ts