Create Collaboration Notes
Create and share information using Collaborate Notes.
In the sidebar, click Collaborate in the lower-left corner.
Click Create to add details to the new collaboration note.
Enter a title for your note. This is a mandatory field.
Add recipient groups you want to share the collaboration note with. The available recipient groups are based on the configuration in the Analyst Portal. Assign Viewer or Editor permissions to the members of the recipient group. By default members of the recipient group are assigned Viewer permissions.
Note
If members are added to a recipient group that is already part of a collaboration note, the newly added members have access to view or edit the note based on the assigned permission. If members are removed from the recipient group after they are added to the note, they no longer have access to the collaboration note.
Select members who you want to add as collaborators for the note in Add Collaborators. Specify if the member has viewer or editor privileges.
Click Create to create a new collaboration note. You can now edit the collaboration note. For more information, see Edit a Note.