Note Privileges

This set of privileges determines if the user or group member is allowed to view, add, edit, and delete notes to items for the selected project. A note is a Text field provided for adding notes pertaining to a primary or auxiliary item. E-mail messages sent from items are also categorized as notes.

In addition, you can allow users to specify individual notes and e-mail messages attached to items as "unrestricted," meaning that anyone with privileges to view the item can also view any of its notes and e-mail messages that are designated as unrestricted. By default, all attachments are restricted based on privileges granted to users.

The following information applies to Note privileges:

• All selections apply to the selected project and inherited projects unless inheritance is removed.
• Users who are assigned a "view" note privilege can also send e-mail messages from notes they can view. E-mail messages sent from notes are only attached to the item from which they are sent if the user has "add" note privileges. In addition, you must also select the Insert E-mail as Note system setting in SBM System Administrator before e-mail messages to items are attached to items. (On-premise only.)

• Users can send e-mail messages from primary and auxiliary items they have privileges to view. For those messages to be attached to the item, however, they must be granted "add" note privileges.

• Labels for the Notes section can be customized and may be reflected on the Note privileges page.

The following table describes each note privilege and the product-access types for which it applies.

Regular User, Managed Administrator, and Script/API	Occasional	External	On-premise Only	Privilege Description
				View Notes on Any Item – Allows users to view notes in any item.
				View Notes If Owner – Allows users to view notes in any item that they primarily or secondarily own.
				View Notes If Submitter – Allows users to view notes in any item they submitted.
				View Notes You Authored – Allows users to view notes they authored in an item.
				Add Notes to Any Item – Allows users to add notes to any item.
				Add Notes If Owner – Allows users to add notes to any item that they primarily or secondarily own.
				Add Notes If Submitter – This privilege allows users to add notes to any item they submitted.
				Add Notes to Item if Contact – Allows users to add notes to items if they are the contact for the items.
				Add Notes to Item if Contact's Company – Allows users to add notes to items if they are contacts related to the company on the item.
				Edit Notes on Any Item – Allows users to edit notes on any item.
				Edit Notes If Owner – Allows users to edit notes on items that they primarily or secondarily own.
				Edit Notes If Submitter –Allows users to edit notes on items they submitted.
				Edit Notes You Authored – Allows users to edit notes they authored in an item.
				Set Unrestricted Access of Notes/e-mail – Allows users to set individual notes and e-mail messages attached to an item as unrestricted. This enables users who have privileges to view the item to which the note or e-mail message is attached to also view the note or e-mail message even if they have no note view privileges.
				Delete Notes on Any Item – Allows users to delete notes from any item.
				Delete Notes If Owner – Allows users to delete notes from items that they primarily or secondarily own.
				Delete Notes If Submitter – Allows users to delete notes from items they submitted.
				Delete Notes You Authored – Allows users to delete notes from items they authored in the item.