Notes security set to user level but user can see others notes

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Posted on by Community Member Microsoft Employee

Hello- I have set the Notes security on a security profile to be user level for the entire line. However, when the user is on an opportunity they can see notes (in the social pane) that were created by other users. The user is the owner of the opportunity. We are on CRM 2016 on premise. The use case is that the user's manager needs to attach documents into the notes on the opportunity that show details as to why the manager approved the size of the opportunity. However this attachment (and notes) should not be visible to the user. Is there some other security changes I need to make in order to make this use case possible?

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Community Member Microsoft Employee on at

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RE: Notes security set to user level but user can see others notes

Hi Alex, It wasn't the "Assign" but the "Share" operation that should not cascade that worked. Thanks for pointing me int he right direction!
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Aric Levin 30,188 on at

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RE: Notes security set to user level but user can see others notes

Check out the following post. It might shed some light about the security model as it related to notes.

community.dynamics.com/.../707374

Hope this helps.
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ashlega 34,475 on at

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RE: Notes security set to user level but user can see others notes

Hi,

check the relationship between opportunities and notes, and make sure "Assign" operation does not cascade (Which is the default behavior)