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5.5.6 Edit notes under activity of a contact - can't figure out which permissions

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  • 5.5.6 Edit notes under activity of a contact - can't figure out which permissions

    Hi there,

    please bear with me, I am new to EspoCRM.

    I have a client using 5.5.6. What I want is for them to be able to edit their own and other user's notes they have entered in the "activity" field of a contact. Right now it 403s.

    As admin I can edit these fields, but not as a regular user. I would like to understand where the permissions are for this (I tried most switches under user permissions). If this is a feature of EspoCRM to prevent users from shenanigans in the notes? How do I disable it? Turning the user into an admin lets him edit the fields, but that's of course not what I want.

    Thank you!

  • #2
    Hi,
    A regular user can't edit the other users notes. You have to change code for this.

    Comment


    • #3
      Hi, ok that makes a lot of sense. How about editing your own notes? The user claims she was able to do this in the past.

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      • #4
        By default there is 7 days period for editing notes. After 7 days you will not be able to edit it. To change the period open the /data/config.php file and change a value for the 'noteEditThresholdPeriod' parameter.

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        • esforim
          esforim commented
          Editing a comment
          Never knew about 7 days rules.

      • #5
        Awesome, thank you very much!

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