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Creating Team Member Private Notes & Client Read-Only Notes
Creating Team Member Private Notes & Client Read-Only Notes

You can create notes that your clients can't see as well as notes that your clients can't edit.

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

After you create the note, adjust the Restrictions drop down menu located toward the top right to be โ€œTeam Members Only.โ€ Only members of your company team will be able to see these notes.

You can also mark a note as READ ONLY so your clients cannot edit by selecting โ€œClient Editing Locked.โ€

These restriction settings are also available in your note templates!


Once you've created a note or shortcut in your notebook, you can also adjust each note's permission settings from the Note Index, through the 3-dot more menu that appears when you hover over each note card.

Privacy icons also provide at-a-glance insight on which notes are locked and which notes are only visible to you and your team.

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