Dec 12, 2022
Creating a Note within a Department
- Click on Groups in the left navigation.
- If the leader you are leaving a Note for is a Group Leader or Assistant Leader in a Group you are the Coach or Director over:
- Click the leader's name in the My Group Leaders section.
- Or click the View All link in the My Group Leaders section to see more details before click the leader's name.
- If the leader you are leaving a Note for is a Coach or a main Group Leader:
- Click the Departments tab.
- Click the Department's name.
- Click the leader's name for the Group they lead.
- If the leader you are leaving a Note for is a Group Leader or Assistant Leader in a Group you are the Coach or Director over:
- Choose the Notes tab.

- Enter the Note.
- Click Add this Note.
Who can Create a Note from Within a Department?
| Privilege | Have Ability? |
|---|---|
| Master Admin | Yes |
| Full Read Only | No |
| Full Read/Limited Write | No |
| Process Admin | No |
| Process Manager | No |
| Queue Manager | No |
| Director (Complete) | Yes for their group leaders |
| Coach (Complete) | Yes for their group leaders |
Department Roles
- Coach: Can view and add Group Leader Notes.
- Director: Can view and add Coach or Group Leader Notes.
Note Options
| Option | Action |
|---|---|
| Appropriate Leaders | Note can be seen by Full Read Admins, Process Managers, Queue Managers, Directors and Coaches |
| Department Only | Note can be seen by people who are Directors and Coaches for that group leader |
| Only Me (Complete Only) | Note can be seen by only the person who created it |
Viewing Notes from Within a Department
You must be a Director or Coach to view the individual page in the Department, however, once viewing the individual, the Notes you can or cannot see are dependent on your privileges below.
| Appropriate Leaders | Have Ability? | Limitations |
|---|---|---|
| Master Admin | Yes | |
| Full Read Only | Yes | Only Notes marked for People Admins |
| Full Read/Limited Write | Yes | Only Notes marked for People Admins |
| Process Admin | Yes | Only Notes tagged as Appropriate Leaders in their Process Queues |
| Process Manager | Yes | Only Notes tagged as Appropriate Leaders in their Process Queues |
| Queue Manager | Yes | Only Notes tagged as Appropriate Leaders in their Process Queues |
| Director (Complete) | Yes | Only Notes tagged as Appropriate Leaders for their group leaders |
| Coach (Complete) | Yes | Only Notes tagged as Appropriate Leaders for their group leaders |
| Only Me (Complete) | Yes | Only by the person who created the Note |
How to Delete a Note from Within a Department
- After accessing a Profile from the Groups, click the Notes tab.
- Find the Note you wish to delete and click Delete.

Who can Delete a Note from Within a Department?
| Appropriate Leaders | Have Ability? | Limitations |
|---|---|---|
| Master Admin | Yes | |
| Full Read Only | No | |
| Full Read/Full Write | No | |
| Process Admin | No | |
| Process Manager | No | |
| Queue Manager | No | |
| Director (Complete) | Yes | Only Notes tagged as Department Only for the assigned leader |
| Coach (Complete) | No | |
| Only Me (Complete) | Yes | Only by the person who created the Note |