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    Security for Notes

    It's important to understand who will be able to see or edit notes. Below is a full breakdown of what you can expect.

    • Private: Private notes are only viewable by the creator. No one else, no matter what their permissions are, can see them.
    • View: You can view a note if you have View security to the note itself. You can also view notes you have created or modified in the past. Lastly, you can view a note if you have rights based off of the Note Type.
    • Edit: Edit access gives you rights to add a new note and to edit notes that you have created. Edit access DOES NOT give you rights to edit notes that were created by someone else.
    • Administrate: Administrate permission will let you edit notes, including notes you did not create.