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Securing Attachments in the Notes RRS feed

  • Question

  • I have been trying to protect "attached" files that appear in the Notes section of an entity.  I have restricted users to read only status on the Notes yet the user can still open the Attachment window and remove the attached file.  I cannot find any security setting that will allow users to view attached documents without giving them the ability to remove the attachment.

    I'm hoping someone has an easy solution that I have overlooked.

    Thanks in advance,

    Chuck Cason

    Hardhat Technologies

    Monday, January 7, 2013 3:22 PM

Answers

  • Is the user a member of team with role that still allows editing of notes? I tested with a user the only security role only has read privileges on notes and the record can't be edited or the attachment removed.


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Sunday, January 20, 2013 4:26 AM
    Moderator

All replies

  • Is the user a member of team with role that still allows editing of notes? I tested with a user the only security role only has read privileges on notes and the record can't be edited or the attachment removed.


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Sunday, January 20, 2013 4:26 AM
    Moderator
  • Thank you Jason.  I had an extra security role attached to the user in question and that role was allowing the extra access.

    Chuck Cason

    Monday, January 21, 2013 4:03 PM