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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

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