User Rights on Notes per category and for Credit card only

+6 votes
91 views
asked Jan 6, 2016 in Tuition by BYBZ
Can we set rights to a user to only view certain notes categories, we have a user that should only be allowed to view the notes on this project?

Also this user needs access to be able to charge a credit card, but not view any notes on the upper portion of the notes tab as these are confidential.

1 Answer

answered Jan 7, 2016 by Admin
Give the rights to the Notes Tab and do not give this right (Accounts - Notes View All). They will not be able to see any notes.

Regarding Rights by category, we will add this option in a  future release iy"h.
commented Jan 7, 2016 by BYBZ
Thanks, keep us posted
commented Jan 20, 2016 by BYBZ
check g in if there is any chance of getting the rights on notes category anytime soon as this is very important for us.
commented Feb 16, 2016 by BYBZ
HI

Was this feature added yet, this is very important to us for a user that should only have rights to a specific company.

Thanks,
commented May 10, 2016 by BYBZ
Thanks much

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