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Creating Secure Note as a Service Desk agent

These steps are from the perspective of a Service Desk agent creating a Secure note via the Service Desk project.

  1. Open an issue in your Service Desk project.

  2. Scroll to the Activity section, click Secure Notes, and click Add a secure note.

  3. Fill in the note’s content and select the users who should access your note. Then, click Add note.
    (info) You can add multiple Service Desk agents and portal customers to view your secure note.

  4. Fill in the Subscribe to Secure Notes form to register and click Subscribe to proceed using the app’s feature.
    (info) Only the first user who uses the app’s feature will view this form. The consequent users will not have to fill in the form again.

  5. The secure note has been successfully created and is now visible to those with whom the Service Desk agent has shared it.

  6. A notification will be sent to the relevant users, and a comment mentioning the users will be added to the issue. For example:
    ”Niro has shared a secure note with Nero and Jonathan. Please click on Secure Notes to view it.”

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