Businesses may configure private notes about guests that contain sensitive information. Normally, only business owners and providers can access these notes. However, in some cases, you may want to make exceptions. In such cases, you must provide enable permissions for private notes.

To learn how to configure notes and create custom labels for them, go to Label Private Guest Notes in Guest Profile.

To enable role permissions for private notes

1. At the organization level, go to Admin > Organization > Security Roles.

The Manage Security Roles page opens.

2. Select a security role.

3. Go to the Permissions tab.

4. Expand the Guest Manager section.

5. Check the View Private, View Private 2, View Private 3 settings.


6. Click Save.

Roles that have this permission will be able to view private guest notes.

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