How can clients and approvers add notes in the planner?

ContentStudio has introduced a new permission setting that controls whether Clients and Team Approvers can add notes across the platform. This ensures better control over collaboration and content review.

1 Go to Your Profile → Team Members.

2 Click Add Team Member.

3 Select the role as Approver.

You will see a new checkbox: ✅ Can add notes.

To grant permission to add notes, ✅ check the box.
To restrict the member from adding notes, leave it unchecked.

5 You can also select specific accounts/platforms for which you want to give the permission.

6 Click Save. The permission will be saved along with the invite.

💡 Important:
- This permission only appears for Client and Team Approver roles.
- It does not affect roles like Admin, Editor, or Content Creator.

FAQs

Q1: Can I change this permission later?

A: Yes. You can edit a team member's role and toggle the "Can add notes" checkbox at any time.

Q2: Why don't I see the "Can add notes" checkbox?

A: The checkbox only appears when the selected role is Client or Team Approver.

Q3: Does this permission affect note visibility?

A: No. It only controls whether the user can add notes. Depending on other visibility settings, they may still view notes.

Q4: What if I upgrade a Client to a full team role later?

A: Once upgraded to a role like Editor or Admin, this specific permission no longer applies—they will inherit the default permissions of the new role.

How can clients and approvers add notes in the planner?

FAQs

Q1: Can I change this permission later?

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