Equips | Work Orders Made Easy

Adjusting the Visibility of Notes

Learn how to adjust the visibility of notes in Equips

How to adjust the visibility of notes

Users can change the visibility of a note, making it only accessible to users of their choosing. To select the group of users you would like to have access to a note, follow these steps:
  1. Click the drop-down menu next to Visible to in the top right corner of the text box
  2. Select the appropriate users from the following options:
    • Client
    • Provider
    • Equips Only
    • Everyone
  3. Click Save

See also Adding Notes

Was this article helpful?