This article explains how to activate and manage Group Note Templates within the BestNotes Admin tab.

Permissions Required

• Group Note Admin
• Create Group Notes

Activating and Managing Group Note Templates

1. Create a Group Note in the Template Builder.

2. Click the Group Notes Button (lower left Dashboard button). 

3. Click the Admin Tab.

4. To manage Group Notes, select either New Group to activate a New Group Note Template or click on a notepad icon to edit an existing Group Note. 

5. If it is a New Group, select the new Group Note Template in the Template dropdown menu.

6. Check a Group to restrict access.
7. Save.
8. To activate or inactivate a Group Note, re-open its Settings and check or uncheck Active.

Next Steps

• See also: Creating a Group Note Template