Editing Note Type Privacy Options - Integration for Accela - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Accela

Platform
OnBase
Product
Integration for Accela
Release
Foundation 22.1
License
Standard
Essential
Premier

Privacy options determine whether other users can view, edit, or delete an individual note you created.

  1. To edit privacy options on a specific note, do one of the following:
    • Right-click on the note title bar and select Privacy Options.

    • Right-click the note in the Notes List toolbar and select Privacy Options.

    The Note Type Privacy Options dialog box is displayed.

    Some options may be unavailable depending on how the Note Type was set up by a system administrator.

  2. Select one of the following options to restrict other users from performing the corresponding action.

    Privacy Option

    Description

    Disallow View

    Selecting this check box disallows users from viewing the note.

    Disallow Update

    Selecting this check box disallows users from updating information on the note.

    Disallow Delete

    Selecting this check box disallows users from deleting the note.

  3. Click OK when you have selected the desired privacy options.