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.