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How do I restrict certain Notes to only be available to the person who created the Note?

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How Do I Restrict Certain Notes to Only Be Available to the Person Who Created the Note?

Overview

If you want to keep certain Notes private so that only the creator can view them, Contractor Foreman provides a simple option to make the Note visible only to you.

Steps to Make a Note Private

  1. Go to the Notes module.

  2. Locate and open the Note you want to restrict.

  3. Check the box labeled Make Private: Visible Only to Me.

  4. Click Save.

Once saved, the Note will only be visible to the user who created it.

Tip

 

Private Notes are not shared with other users or included in project-wide reports, ensuring your personal reminders or sensitive information remain confidential.

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