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Prevent Users from creating Private records/notes/history

Copper Contributor
Posts: 60
Country: United States

Prevent Users from creating Private records/notes/history

Is there a way to prevent users from creating private records, notes and/or history?

 

Thanks,
Sudha

Copper Contributor
Posts: 172
Country: USA

Re: Prevent Users from creating Private records/notes/history

set the users "security role" as standard... or the one below that
Copper Contributor
Posts: 60
Country: United States

Re: Prevent Users from creating Private records/notes/history

Doesn't the record manager have access to setting the record as private or public (even when they are standard or restricted users)? For notes and histories, standard and restricted users have the ability to change access. Is there a way to restrict this? We don't want users creating notes, histories or contact records within our database that aren't company-related.