Question about permissions... RRS feed

  • Question

  • How can I make it so that when a note is added to a form, it can't be modified or edited by anyone but the admon once it is exited initially.
    • Edited by nasyrax Monday, May 12, 2014 1:34 PM
    Monday, May 12, 2014 1:26 PM

All replies

  • Set user level permissions to all the privileges for Note except for the read permission.  Then they can only create and write for their own notes on that record.  They can't do anything with a note that someone else owns.

    If you need to lock the user down from modifying his own note, that will be more difficult since inherently users are allowed to modify their own records.  You may need some custom code for the OnLoad event that just sets all notes to read only.

    Jason Peterson

    Monday, May 12, 2014 1:35 PM
  • Would it have to be written in VB or is there a point+click way from within CRM?
    Monday, May 12, 2014 1:37 PM
  • Hi nasyrax,

    You can set the permissions by navigating to Settings > Administration > Security Roles. Open the Security Role(s) (to which your users are assigned) > Click on Core Records tab > Locate Note > Set the User level permission by clicking on the circles. (1/4th Yellow corresponds to User level permission)

    Admin QuikView Solution for CRM 2013

    Tuesday, May 13, 2014 6:30 AM