Control Access to Case Notes
Depending on your permission level, you can determine who has access to a case note:
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Open the required case note.
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Select the Access tab.
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Select the required user category:
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Designations
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Teams
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Users
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Case Teams
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Use the Selection
arrows to grant or deny access to the case note.
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Select Yes to confirm you want to give the selected user access.
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Select Save.
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