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A note on notes...

Submitted Feb 07 by Michael Biolsi

Can you see the notes? If not, then you are not setup as an admin, or you are an admin but have not been given permission to view notes.

Notes can be a powerful tool for the leaders of the church or organization, but only if they can be stored securely. Stafftool keep notes private unless you give someone access. To allow a user to view notes do the following:

1. Click on the edit button to change the setting for that individual.
2. Click on the “Add Login Account” button just below the individual’s name.
3. Assign a login name for them [stafftool will automatically create a password and email it to them]
4. Click the box next to “Yes, this person can add and edit records”
5. In the “People Permissions” drop down list, select the option for “Can view and edit all people and their notes”
6. Make sure you have a valid email address for the person in their primary email field
7. Click on the “Update Person” button on the bottom of the page.

WARNING: only give access to people who can be trusted with it!

 
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