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Shared notes - options available to increase audit trail.

New Member
Posts: 6
Country: United Kingdom

Shared notes - options available to increase audit trail.

Using ACT! by Sage Premium 2008 (10.0) (ST Edition) Version 10.0.2.191

 

Our system has been set up and users are able to share notes - Users have been added to teams 

 

Users are either 'Administrators' or 'Managers'.

 

Currently any user can create a note and select any of the team to be the 'record manager'. They can also go in and change details of notes made by others.

 

I'd like them to have read access to notes left by others, but not be able to change the original note 

 

Is this as simple as removing the checks (ticks!) in Tools > Preferences > Allow Notes Editing - or would the users have to be set up as restricted access users instead of 'Administrator' or 'Manager ?

 

MTIA 

 

 Smiley Happy

 

 

Copper Elite Contributor
Posts: 127
Country: Australia

Re: Shared notes - options available to increase audit trail.

Yes, although having lots of administrator level signins defeats the purpose of security levels. Administrators could simply remove the tick.
Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au
New Member
Posts: 6
Country: United Kingdom

Re: Shared notes - options available to increase audit trail.

Yes, I see that now, but that wasn't my choice!!   It does make it more difficult to change notes willy nilly which should help.  Thanks for the reply