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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. [[UTA]]s, [[Organization|Companies]], [[Users|ContactsContact]]s, [[Calendars]]) in the system using [[Advanced Logic]].
==Setting Notes Permissions==
5. Set the Role Permissions. Access to a Note type is controlled by role -based permissions.
[[Image:NotesPermRole.png]]
* View & Create – If you associate this setting with roles, then the Note type can be created or modified by people and visible to users with these roles. If you leave this field blank, then everyone will be able to create or modify the Note and view Notes of this type.* View Only – If you associate this setting with roles, then the Note type cannot be created or modified by people users with these roles, but it will be visible to users with these roles. If you leave this field blank, then everyone will be able to create , modify and modify the Note view Notes of this type. * Note Type Change – If you associate this setting with roles, then the Note type can be changed for a specific Noteby users with these roles. If you leave this field blank, then everyone will be able to change the Note type.* Entity Restriction – The lookup for this restriction will show a list of [[entities]], such as Users, Companies, and [[UTA]] objects, instead of roles. If you associate this setting with rolesentities, then the Note type Notes will not be visibleonly on those entities. If you leave this field blank, then everyone Notes of this type will be able to see the Note typeavailable on all entities.
6. Click Save once all settings are complete. The Note Type will appear in the list of existing Note types.
