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Notes

A note can be permissions applied. Similar to Files & Folders you will be able to choose the options of who and how they can access the note. 

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Set permissions when creating a new note

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  • Different Access Levels - this can be changed from "view, edit & delete" to any of the following using the dropdown menu as shown below: 

    • View means a member can only view the file.

    • View, Download and Share means a member can view, download or share the file with an external individual.

    • View and Edit means a member can do all of the above plus edit/upload a new version of the file.

    • View, Edit and Delete means a member can do all of the above plus delete the file.

    • Administer means a member has the same rights as the account administrator for the file.

Screenshot 2021-09-20 at 11-53-13-png.png

Changing permissions on an existing note

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Once a note has been created you can change permissions as and when you like, see below the types of access levels available:

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  • Group Members - you can grant special permissions to individuals in the "Add from Group Members" area if desired. You can edit or remove the individual permissions, which puts the user back to the default Group member permission level.

  • Individual Members - keep as this if you'd like it to only be accessible to yourself. If you'd like this to be accessible to a set person or people, you can grant special permissions to individuals in the "Add from Group Members" area and assigned access levels.  

  • Different Access Levels - this can be changed from "view, edit & delete" to any of the following using the dropdown menu as shown below: 

  • View means a member can only view the file.

  • View and Edit means a member can do all of the above plus edit/upload a new version of the file.

  • View, Edit and Delete means a member can do all of the above plus delete the file.

  • Administer means a member has the same rights as the account administrator for the file.

Screenshot 2021-09-20 at 11-54-46-png.png
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