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What is the difference between Public and Limited Visibility notes?

Andrew -

There are two different types of Notes offered within the Applicant, Candidate, and Team Member records:

  • Public Notes are visible to anyone with administrative access and the ability to see that individual.
  • Limited Notes are visible only to administrators with Primary Admin or Financial Admin access. 

To add a note:

  • Click the Notes tab in the Applicant/Candidate/Team Member's Record.
  • Type your note in the Add a Note field.  
  • Click Add Note.
    • Select Add Note with Public Visibility or Add Note with Limited Visibility

Add_Notes_1.png

  • The note will file in the individual's record, and will display Limited or Public.
    • If you are the administrator who created the note, you can change the note type by using the drop-down menu.

Add_Notes_2.png

 

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