Q: I am unable to edit note content, how can I fix this?

A: There are a few common reasons why you may not be able to edit note content. This guide explains the most likely causes and how to resolve them.


1. Permission issue

The most common reason is that you do not have the correct permission level for the project. Even if you are a system administrator, you still need to be added to the individual project with the right role.

To fix this, a project administrator will need to:

  1. Select the Team button in the top right corner of the project. 
  2. Choose Add to Team. 
  3. Enter the name of the person to add and select Add to Team again.


You will then need to be given either Contribute or Administer permission in order to edit notes.



Role overview:

  • Read Only
    • Cannot create, edit, upload, or delete work.
    • Cannot view or change project settings.
    • Can view all activities, discussions, documents, to-dos, KPIs, notes (including previous versions), tools, performance data, linked work, and team details.
  • Contribute
    • Can create and respond to discussions, to-dos, KPIs, and notes they created.
    • Can create, upload new versions of, or delete documents they uploaded.
    • Can modify project structure (if enabled).
    • Can link projects to other work areas.
    • Can add people to the team and assign access rights (if enabled).
  • Administer
    • Includes all Contribute permissions.
    • Can edit all notes and KPIs.
    • Can add/remove people, grant/revoke roles, and update project settings (including archiving or deleting the work area).
    • Can upload new versions of or delete any document.

Once the correct role is assigned, select Save Roles to confirm.

2. Item is under review

If project approval is enabled and a note is awaiting review, you will not be able to edit it until the review is approved or the note is reopened. Approvers for the project will see the pending review request.

If you want to disable approval for the project, follow these steps:

  1. Select Settings in the top right corner of the project.
  2. Scroll to the Approval section.
  3. Select the appropriate option and confirm with Change approval.