how to give permission to a role to add user note ...
# ask-stanley-ai
h
how to give permission to a role to add user note in a record?
c
AI generated answer (using internal Slack threads):
To give permission to a role to add a user note in a record, you need to follow these steps: 1. Navigate to the role setup page by going to Setup > Users/Roles > Manage Roles. 2. Select the role you want to modify. 3. Click on the Permissions tab. 4. Click on the 'Lists' subtab. 5. In the 'Role' column, select 'Notes Tab'. 6. In the 'Level' column, select 'Create' or 'Full' depending on your requirement. 7. Click 'Add' to add the permission to the role. Please note that the user should also have the necessary permissions to access the record where the note is to be added. For custom records, you need to ensure that the 'User Notes' checkbox is enabled on the custom record definition page. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861817062
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.858433306
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845441
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