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.
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- Go to Your Profile-> Team Members.
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- Click on Add Team Member.
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- Select the role as Approver.
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- You will see a new checkbox: ✅ Can add notes. By default, this checkbox is unchecked. To grant permission to add notes,✅ check the box. To restrict the member from adding notes, leave it unchecked.
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- You can also select specific accounts/platform for which you want to give the permission.
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- Click "Save".
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- 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.