Access and interaction with Notes can be controlled by broad permissions and permissions specific to the page.
- Navigate to the Notes page and click Permission in the left-side menu.
- Click [Show Advanced].
- Make applicable changes, and then click Save.
Permissions List
| Detailed Area | Description |
| Add File | Permits the user to add a file to a note. |
| Bulk Delete | Permits the user to bulk delete a filtered list of notes. |
| Create | Permits the user to create a note on any record. |
| Delete | Permits the user to delete notes on any record from that user. |
| Display | Permits the user to drill into specific notes. |
| Edit | Permits the user to modify that user's notes. |
| Edit/Delete All Notes | Permits the user to edit and delete all notes from all user's notes. |
| Import | Permits the user to import notes. |
| List | Permits the user to access the notes page. On specific notes, it permits the user to return to the list for notes pertaining to the specific user and to the list all which includes notes from all users. |