Why can I not see any information, clients, or staff in ShareNote?

1. Browse to your profile by clicking, “My Profile”, on the top right of ShareNote under the main menu.
2. Under “Additional Information & Settings”, make sure you do not have “Set Audit View” checked.
3. If checked, click the green, “Edit Staff Details” button.
4. Uncheck the checkbox beside, “Set Audit View”.
5. Click the green, “Update” button to update your profile.
6. Log out of ShareNote.
7. Log back into ShareNote.

You will now be out of Audit View.

Audit View should only be used by the auditor during an audit. If “Audit View” is not checked, please submit a Help Desk ticket or call us at 336-763-0622, so that we can further investigate.