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Admin - Manage Note Categories

This procedure allows you to control which note categories your users can see. 

You will need access to Administration and Edit User Access menus to perform this action. 

 

From the Welcome/Search page:

  1. Click the Administration menu
  2. Click Edit User Access
  3. From the User Access menu, select Manage Note Categories
  4. You will see a page that looks something like this: 2026-03-20_11-23-25
  5. At the top of the page, set the first access group. It will list them alphabetically. 
  6. Below, the page will automatically show the existing categories and what level has been set for that group. They will default to "Full" at first. 
  7. To change access to the all note categories for the whole group, use the "Set all to" drop-down at the top of the page. It will cascade that response to the whole list. 
  8. You can also change note categories individually by setting each one manually as desired. 
  9. When the list is set with your preferences, click [Save]
  10. Repeat as required for other groups until complete.