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Restrict note editing to the person who wrote it

Limit who can amend a note, so only its author plus your admins can change what was recorded.

What it does

By default anyone in your company can edit any note. This setting narrows that to the person who wrote it, so a record of a call or a promise cannot be changed by someone who was not there.

Notes are never deleted in Kolleno, only amended, so who may edit is the only permission involved.

Who can still edit

When the setting is on, a note can be amended by:

  • the person who wrote it

  • your company admins

Everyone else can read the note but not change it.

Imported and automatic notes

A note with no author stays editable by anyone. That covers notes brought in from another system and notes Kolleno generated itself: nobody could claim to have written them, and locking them would leave no way to correct a mistake.

Turning it on

This is off by default, which leaves note editing exactly as it is today. Speak to your Kolleno account manager to turn it on for your company.

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