You can protect notes you add to an Applicant's profile so that only you or users with the proper access level can view them.


To add a protected note:


1. Search for the applicant using the search bar in the upper right corner of your dashboard.





OR You can search by clicking on the job title whose applicants you want to view.



Select the Applicant for whom you'd like to make a protected note. Click on the name of the applicant or the "View Applicant" button next to the particular applicant's name for which you wish to enter a note.



An application viewer window will pop up showing the applicant's contact information and giving the option, via the left sidebar, to add notes.



Once you click on "Notes" and write your note, there is an option to protect your note by check-marking the "Protect Note" box before clicking "Save Note".




A lock icon appears next to your protected note so you know it's protected.



Once your note is protected, only the note's author and Admin users will be able to view and edit protected notes (access can be fine-tuned in accounts with Roles & Permissions).