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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Notes Security
Created by Guest
Created on Sep 2, 2022

Create an security to disable auto-open for "create a note" when you go into "Notes"

Create an security to disable auto-open for "create a note" when you go into "Notes" and allow it to be a permission changed by user, role or everyone.

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  • Mary Ruckart
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    Oct 4, 2023

    Good Morning Robert, when you ask for the ability to disable 'create a note' for your users do you want them to have view-only access to the Notes application? If that is the case we currently have a few behavior controls that you may be interested in. The first BC is Note Viewing Access which allows the user to view only notes within the Note List panel. The other is Note Creation Access which allows the user the ability to Create a Note. In the Notes User Guide, there is a chapter on security that also shows the default roles these are applied to. If you do not want the user to Create a note you could set up a deny rule for Create a Note if that user is part of a role that has that as a default.

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