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:

Note: If you apply privileges to multiple projects while you are editing user or group accounts, your changes are added to the Changes Log in the upper right pane. You can then save your changes for multiple projects at one time rather than incrementally for each project.

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
image image image View Notes on Any Item – Allows users to view notes in any item.
image View Notes If Owner – Allows users to view notes in any item that they primarily or secondarily own.
image image image View Notes If Submitter – Allows users to view notes in any item they submitted.
image image image View Notes You Authored – Allows users to view notes they authored in an item.
image image Add Notes to Any Item – Allows users to add notes to any item.
image check mark Add Notes If Owner – Allows users to add notes to any item that they primarily or secondarily own.
image check mark image Add Notes If Submitter – This privilege allows users to add notes to any item they submitted.
image image image image Add Notes to Item if Contact – Allows users to add notes to items if they are the contact for the items.
image image image image 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.
image Edit Notes on Any Item – Allows users to edit notes on any item.
image check mark Edit Notes If Owner – Allows users to edit notes on items that they primarily or secondarily own.
image check mark Edit Notes If Submitter –Allows users to edit notes on items they submitted.
image image image Edit Notes You Authored – Allows users to edit notes they authored in an item.
image image image 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.
image Delete Notes on Any Item – Allows users to delete notes from any item.
image Delete Notes If Owner – Allows users to delete notes from items that they primarily or secondarily own.
image Delete Notes If Submitter – Allows users to delete notes from items they submitted.
image Delete Notes You Authored – Allows users to delete notes from items they authored in the item.