Displaying and editing accounts notes

Notes are created by the system administrator and they provide additional information on server access.

Note

Notes access is granted by the system administrator on safe object level. Depending on system settings, users can access notes in read-only or read and write modes.

  1. Find account which note you want to access, hover mouse on it to display more options.
  2. Click a comment icon to open the note.
../../../_images/portal-5-0-notes.png ../../../_images/user-portal-note.png
  1. Add or edit the note and click SAVE NOTE to store changes. Click on the Cancel button on the upper right corner or press the Esc key on your keyboard to close the modal without changes.

Note

Notes’ editing requires write access right assigned by the system administrator.