How do I restrict the Internal Notes entered on the Project screen from being seen by other Users?
To restrict Internal Notes from being seen by other Users, simply open the Note that is associated with the Project and then go into edit mode which is the pencil icon on the top right.
Under Tags, you will see a checkbox that reads "Make Private: Visible Only to Me". Check the box and save and that will restrict everyone else from seeing it.
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How do I restrict certain Notes to only be available to the person who created the Note?
To restrict Notes to be only available to the person who created the Note, please go to the Note in question in Edit mode and then select the checkbox that says Make Private: Visibly Only to Me and Save.
How do I assign or restrict Project access for Employees and Subcontractors??
To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...
How do I limit or restrict Project Access to some Employees?
To limit or restrict Project Access to some Employees, you can go to Directory, from the Menu and pick the employees you wish to restrict a specific Project to. Click on the pencil icon to enter Edit mode and under Login Access, you will also find ...