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General access to Notes are controlled through role -based permissions. You will need to set these permissions before users can access notes.
Notes can then be made available against the individual entities (e.g. UTAs[[UTA]]s, [[Companies]], [[Contacts]], [[Calendars]]) in the system using [[Advanced Logic]].
==Setting Notes Permissions==
These permissions control access to the individual Notes and allow the Global [[System Admin Administrator]] to define new Notes:
1. Click the Configuration, [[Roles & Permissions ]] menu.
The Permission Settings are located at the bottom of the page.
* Description - Any comments or notes you wish to include. Note: These don't manifest anywhere except on this page.
* Color Code - An optional color code for the note type when displayed.
* Workflow - A [[workflow ]] connected to this template. See [[Enabling Workflows in the UTA]].
* [[No Update - Notes|No Update]] - With this box selected, once a note is added to the file it cannot be changed or deleted.
* [[Notes Options]] - User can select initial content for a note instead of typing in the content. These prehard-created coded options are separated by a semi-colon.
