Document dedicated Notes permissions#704
Conversation
Add documentation for the new lead:notes permission model introduced in Mautic 8.x: - Add Notes permission category to managing_roles.rst with explanation of fine-grained note access control - Expand Notes section in manage_contacts.rst with note ownership visibility and permissions
| .. note:: | ||
| Contact permissions | ||
| ~~~~~~~~~~~~~~~~~~~ | ||
|
|
There was a problem hiding this comment.
Added Notes permission category documentation based on PR #16067 which introduces lead:notes as a separate permission bundle with View/Edit/Create/Delete permissions independent of Contact permissions. The permission is registered in LeadPermissions.php via addExtendedPermissions('notes', false) and appears in the Roles UI as "Notes - User has access to".
Source: mautic/mautic#16067
promptless-for-oss
requested review from
adiati98 and
favour-chibueze
and removed request for
a team
| ===== | ||
|
|
||
| It's possible to use Mautic as a basic Customer Relationship Management system (CRM). You or your teammates can write notes for a specific Contact. It's possible to mark a note with a specific purpose; General, Email, Call, Meeting. It's also possible to define a date of a meeting or a call. | ||
| You can use Mautic as a basic Customer Relationship Management system (CRM). You or your teammates can write notes for a specific Contact. Mark a note with a specific purpose: General, Email, Call, or Meeting. You can also define a date for a meeting or a call. |
There was a problem hiding this comment.
Added Note permissions section based on PR #16067. The PR modifies NoteController.php to check note-level permissions (lead:notes:editown, lead:notes:deleteown) based on $note->getCreatedBy() rather than contact-level permissions, enabling users to edit/delete their own notes on any contact they can view.
Source: mautic/mautic#16067
adiati98
left a comment
adiati98
left a comment
There was a problem hiding this comment.
@promptless-for-oss please address the suggestions
Apply all six reviewer suggestions: - Use dashes for CRM abbreviation and add "such as" - Lowercase "notes permissions" consistently throughout - Add vale off/on around Contact Permissions section
adiati98
left a comment
adiati98
left a comment
There was a problem hiding this comment.
@promptless-for-oss please address the suggestions
Address reviewer feedback to consistently capitalize "Notes" and "Note" throughout the documentation since they refer to a Mautic feature.
|
Thanks for the feedback, @adiati98! I've addressed all your suggestions by capitalizing "Notes" and "Note" consistently as Mautic feature names throughout the documentation. Changes made:
Please let me know if there's anything else you'd like me to adjust. |
|
@escopecz can I confirm here if "Notes" is one of Mautic's features? |
|
Yes, it is :) |
3 participants
Open this suggestion in Promptless to view citations and reasoning process
Documents the new Notes permission model that provides fine-grained control over Contact note management, separate from Contact permissions. Updates both Roles configuration docs and Contact management docs.
Trigger Events
Tip: Enable auto-create PR in your Docs Collection to publish suggestions automatically 🤖