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Setting-up for Administrators

Installation

  1. Login as an administrator.
  2. Go to Administration > Extensions.
  3. Upload your extension package (zip file).
  4. Click Install button.

For more information, check out the Official EspoCRM documentation on Managing Extensions.

Setup

  1. Login as an administrator.
  2. Navigate to Administration > Integrations.
  3. Select DAV integration.
  4. Enable it.
  5. Save settings.

Access control

Important: By default, regular users don't have access to DAV integration. You need to create a role with the appropriate permissions and assign it to users who should have access to DAV services.

  1. Go to Administration > Roles.

  2. Select or create a role with the following required permission:

    • External Accounts

  3. For granting calendar access:

    • CalDAV
    • Calendar
    • Calls and/or Meetings and/or Tasks

  4. For granting contacts access:

    • CardDAV
    • Contacts and/or Leads

  5. For granting documents access:

    • WebDAV
    • Documents and/or Knowledge Base

Configuring the web server