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Notes Permissions

74 bytes added, 15:12, 15 August 2016
m
Updated the Entity Restriction bullet point with the enhancement features
* View Only – If you associate this setting with roles, then the Note type cannot be created or modified by 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 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 Note by 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 [[entity|entities]], such as Users, Companies, and Level ones , individual Level one template types, and Level twos and individual Level two template types from different [[UTA]]s. If you associate this setting with entities, then Notes will be visible only on those entities. If you leave this field blank, then Notes of this type will be available on all entities.
6. Click Save once all settings are complete. The Note Type will appear in the list of existing Note types.
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