Control Access to Case Notes

Depending on your permission level, you can determine who has access to a case note:

  1. Open the required case note.

  2. Select the Access tab.

  3. Select the required user category:

    • Designations

    • Teams

    • Users

    • Case Teams

  4. Use the Selection arrows to grant or deny access to the case note.

  5. Select Yes to confirm you want to give the selected user access.

  6. Select Save.