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Microsoft Dynamics CRM (Archived)

Access Rights to Notes

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Posted on by 222

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

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I have the same question (0)
  • David Jennaway Profile Picture
    14,065 on at

    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

  • EnriqueMdz Profile Picture
    1,067 on at

    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.

  • Rasi Profile Picture
    222 on at

    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

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

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

  • Rasi Profile Picture
    222 on at

    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
    on at

    Hi,

    then modify the "write" to user level too.

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