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How to Enable Permission for Viewing Notes in Project Details?

Why This Matters

Setting the right permissions keeps sensitive information secure while making sure your team can access exactly what they need to do their jobs.

With permission-based visibility for the notes section, admins can control who can view project notes within a project. If a user does not have the required permission, the entire notes section will remain hidden, helping teams protect sensitive information while keeping the project view clean and role-specific. Follow the steps below to enable permissions for note visibility in project details.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, click "Users and Roles" and select "User Profiles" from the dropdown.

Step 1 - How to Enable Permission for Viewing Notes in Proje

Step 2

Choose the profile from the list for which you want to enable the permission and click the "View Detail" icon.

Step 2 - How to Enable Permission for Viewing Notes in Proje

Step 3

Click "Projects".

Step 3 - How to Enable Permission for Viewing Notes in Proje

Step 4

Scroll down to find View Project Notes and click the "Enable the Permission" toggle to turn on the permission.

Step 4 - How to Enable Permission for Viewing Notes in Proje

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


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