Private Notes

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Private Notes provide a quick and easy space for you to privately record any memos or updates, these notes can also be shared if permissions are assigned to do so. To maximise information sharing within your business, anyone can receive notes. The following article will explain how to create Private Notes, how to share them and the related permissions. 

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This article covers:

• How to create a Private Note
• How to share a Private Note
• Permissions required to share Notes

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To Create a Private Note

1. Click on the Pencil icon at the top-right of your page to create a Private Note from anywhere in the platform.

2. Click Create Note. 

3. Add a Summary and Description, all changes are saved as you type.

4. If relevant, add who the note is Related To.

Tip: You can add formatting your notes using **bold** and *italics*, links can also be added which will be formatted once you have exited Edit mode. 

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To Share a Note

1. In the note, click on the Shared with section on the right

2. Start typing the name of who you wish to share the note with. Notes can be shared with multiple people at a time.

3. Once you have selected all names, click Save.

Note: People whom the notes are shared with cannot edit them, they can only view. 

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Private Notes Permissions

To enable your employees to share notes assign the following permission: notes.share

Without this permission employees will be able to view private notes that have been shared with them or created by them, but they will not be able to share the note.