Where Can I View Notes Shared with Me?

Last updated: August 19, 2026

Required permissions:

  • No permission is required to view Shared Notes where you are the employee. You cannot view Private Notes created about you.

You can view Shared Notes that were created for you by going to Coach --> Notes.

The Notes page contains the following information:

  • A preview of the Note

  • The associated Session (if applicable)

  • The Session Type (if applicable)

  • The employee for whom the Note was created (you)

  • The Note's Manager

  • The Note's Created Date

  • The Note's Last Modified Date

  • If the Note is Shared or Private

  • If the Note has an attachment


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