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How can I make everyone's shared notes about a direct report visible to the manager of the user?
How can I make everyone's shared notes about a direct report visible to the manager of the user?

Admins can enable manager access to all user notes in Teamflect via Admin Center > Notes tab > 'Allow user's managers to access all user notes'.

Livia avatar
Written by Livia
Updated over 7 months ago

If you are a Teamflect administrator, you can make every user's notes about another user visible to the manager of the user for whom the note has been taken.

Note: When this feature is activated, private notes are not visible to managers.

Step 1

To enable this feature, click on the "Admin Center" button in the left-side menu of Teamflect.

Step 2

Find "Modules" on the left navigation bar and click the "Notes" tab.

Step 3

Here you can see the "Allow user's managers to access all user notes" button.

Step 4

If you turn this button on, when the managers in the company click on the notes related to a person, they will see a button on the left that says "include other people’s notes about {{user name}}." If you check this box, people managers can see the ''shared'' notes other people have taken about their direct reports.

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