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  • 1.  Permissions needed to use "Enter notes for an interaction"

    Posted 10-02-2025 10:49

    Hello,

    We are attempting to use "Enter notes for an interaction" feature (https://help.mypurecloud.com/articles/enter-notes-for-an-interaction/) and need clarification on which permissions are required for users to be able to:

    • Add notes to an interaction
    • View notes that other users have added

    I've reviewed the documentation, but it doesn't specify the exact permission set. Can anyone confirm which role/permission(s) must be enabled in order for this functionality to work?

    Thanks in advance for the guidance!


    #PlatformAdministration
    #SystemAdministration

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    Chad Newman
    Contact Center Manager
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  • 2.  RE: Permissions needed to use "Enter notes for an interaction"
    Best Answer

    Posted 10-02-2025 12:05

    Hi Chad,

    I don't think there is a specific permission to add notes, it is just part of the call.  But this would be worth of an idea in the Genesys Cloud Product Ideas Lab



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    Sam Jillard
    Online Community Manager/Moderator
    Genesys - Employees
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