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Microsoft Dynamics CRM (Archived)

Access Rights to Notes

Posted on by 220

Hi Guys,

I need to restrict access rights, so that only own notes could be deleted by the user.

Could you please advice if this is possible.

Many Thanks in advance

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access Rights to Notes

    Hi,

    then modify the "write" to user level too.

  • Rasi Profile Picture
    Rasi 220 on at
    RE: Access Rights to Notes

    Hi,

    Thanks for your reply, I Forgotten to mention that I don't want users to be able to edit existing notes created by other users neither.

    Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access Rights to Notes

    Hi,

    you need to set delete to user level and read privilege to organisation level.

  • Rasi Profile Picture
    Rasi 220 on at
    RE: Access Rights to Notes

    Hi,

    I want user to be able to view all notes, but only to allow to add or delete own notes.

    I believe this is under: Core Records -> Notes

    What am I changing under notes ?

    Thanks

  • EnriqueMdz Profile Picture
    EnriqueMdz 1,065 on at
    RE: Access Rights to Notes

    Hi Rasi, hope you're doing good.

    You can manage this with roles. Each role has a privilege over each specific entity and you can set the level to User in Notes Entity so any user with this role can only see their own Notes.

    Please mark this answer as verified if helpfull.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Access Rights to Notes

    Yes, you can change the security role privileges so that users are only members of roles that have user-level delete permission on the Note (annotation) entity.

    However, be aware that any user who has the system administrator role would still be able to delete any notes

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