Default Note Restrictions let you control the visibility of Notes within several areas of AroFlo, such as Quotes, Purchase Orders, Invoices, Locations, and more.
You can lock your Notes down to individual users, whole permission groups, or both.
Adding a Default Note Restriction pre-sets a rule to say who will have access to the note.
A user creating a note can still modify these pre-sets by adding or removing permission groups or users.
To set up default note restrictions for your company or business unit:
Click the link in the relevant area, e.g. Purchase Orders, Locations, Assets.
By default, the Restrictions padlock is unlocked, which means everyone in your organisation can view notes for the selected area.
You can remove a permission group or user from a default note restriction, or remove the entire note restriction from the area. To remove: