Q: I am unable to edit note content, how can I fix this?
A: There are several reasons why you may not be able to edit note content. In this article we will go through the many reasons that this can occur and what can be done to resolve it.
The most common reason is that you don't have the appropriate permission for the project you'd like to work on. Even if you are a system administrator, you would still need permission for the individual project. In order to resolve this, you would need to get an administrator on the project to go through the following steps:
- Find and select the 'Team' button on the top right hand corner of the project
- Select 'Add to Team'
- Type the name of the person you wish to add to the team and then select 'Add to Team' again
- You will then need to be given the appropriate level of permission to edit notes, this would either be 'Contribute' or 'Administer'
Here are the key features of all the roles:
Team members can't:
Can’t create, edit, upload or delete any work.
Can't view or change Project settings.
Team members can:
Activities: see all Activities.
Structure: see entire Project Structure.
Discussions: see all Discussions, including those they were not notified in.
Documents: see and download all Documents.
To-dos: see all To-dos.
KPIs: see all KPIs.
Notes: see all Notes, including previous versions and ones that they were not notified in.
Tools: see all Tools within the Project.
Performance: see all performance readings.
Linked work: see links to other Work areas that they are a team member of.
Team: see who is in the Team and what roles they have.
Enables Team member to:
Discussions: create and respond.
Documents: create new and upload new versions of, or delete Documents you have uploaded.
To-dos: create and respond.
KPIs: create new, add readings, edit KPIs you have created.
Notes: create new and edit previous Notes you have created.
Tools: associate and access tools.
Performance: add a new readings.
Linked work: Link Project to other Work areas.
Activities: Mark Activities assigned to you as 'complete'.
Structure: Modify the structure of the Project (if setting enabled on Project).
Team: Add people to the Team and assign access rights (if settings enabled on Project).
Everything per 'Contribute', plus:
Change the Project’s settings (including archiving or deleting the Work area).
Add or remove people from the Team.
Grant or revoke 'Administer' permissions from other Team members.
Upload new versions of or delete any Document.
Edit all KPIs.
Grant or revoke 'Approval' permissions from other Team members.
Click 'Save Roles'
Item is Under Review
If you have approval switched on for your project, and an item is currently awaiting review, then you will not be able to edit the note until the review is either approved or the policy reopened. When a project is up for review the selected approver(s) should see the following:
If you want to switch off approval for the project, you can do so with the following steps:
- Select 'Settings' in the top right hand corner of the project
- Scroll down until you see the 'Approval' heading
Select the appropriate option for your project and select "Change approval"