What's in this Article
The Comments feature is a great way for you and your team members to communicate internally in Canopy.
Reminder: Remember that your team members must be assigned to the Client Management license to use the Comments feature!
Set Comments Permissions
To view Comments permissions:
Click on your Avatar or Initials Menu (at the bottom left of the navigation bar)
Navigate to Settings
Click Access and Permissions
Select a Permission Set
Look for the section on Comments
Here, you can switch on or off the following permissions:
Permission Name | Use | Reminders |
View Comment Feeds | View comment feeds and the comment inbox. | -- |
Create, Reply, and React to Comments | Create comments, @ mention team members or teams, reply within comment feeds, and react to comments. Without access, comment feeds are read-only. | This permission is only available when "View Comment Feeds" is turned on. |
Edit Comments | Edit one's own comments. | This permission is only available when "View Comment Feeds" and "Create, Reply and React to Comments" are turned on. |
Remove Team Members from Comment Threads | Access to remove any team member from a comment thread. | This permission is only available when "View Comment Feeds" is turned on. |
To learn more about roles and permissions, click here!
To learn more about the Comments feature, click here!