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Help Topic: Making a Record Private

This lesson explains how to make a Record Private so that only those individuals with the Privilege of viewing Private Records can see them.

  1. Make sure you are in the record that you want to make private and then go to the work and job information area.

  1. You will see a button that says “Private Record” with a toggle to make it yes or no.

  1. Scroll back up to the top and either hit “Save & Close” or “Save Only.” Keep in mind only users with the ability to view private records will be able to see that private record.


Keywords: Private Record; Private; Record; Security