Who Can View Shared and Private Notes?

Last updated: August 20, 2026

Shared Notes

Shared Notes are visible to:

  • The person who created the Note

  • The employee for whom the Note was created

  • Anyone with Coaching: All Access permission

Private Notes

Private Notes are visible to:

  • The person who created the Note

  • Anyone with Coaching: All Access permission (unless the Private Note is about that person)


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