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Individual Note Types

Note types help you organize and limit access to notes added to individual records. Note types become security access rights as soon as they are created. If you want a Fellowship One user to have access to a particular note type, you must edit the user's security access rights and grant them permission by selecting the check box beside either Individual Notes or the single note type the person needs to access.

When a note is added to an individual's record, a note type must be selected. This allows you to pull reports that show notes by type rather than notes as a whole.

Note: You must have Administrator security rights to perform the following procedure.

To create note types:

1. Click Admin > People Setup > Individual Note Types. The Individual Note Types form appears.
2. Type the note type name in the Name field.
3. Click Add note type. The note type appears in the Note Types grid at the bottom of the screen.

You must now assign security the note type as a security right to user records or to one of your security roles.

Assigning Note Type Security Rights

As mentioned previously, note types become security rights when they are created. You can allow access to all note types or specific note types as needed.

Note: You must have both Security Officer and Administrator rights to modify user access rights.

To assign security rights to notes:

1. Click the Admin > Security Setup > Portal Users. The Portal Users grid appears.
2. Use the alphabet bar at the top of the grid to access the user you want to modify. Click the letter that corresponds to the user's last name to filter the grid to only show the users who have last names that begin with the selected letter.
3. Click the actions gear and Edit rights beside the user's name. The Manage User Rights form appears.
4. Scroll down through the Access Rights list until you reach the People Rights section and do one of the following:
5. Select the check box beside the Individual Notes check box to allow access to all note types.
6. Select the check box beside a single note type to allow access to single types. You may select as many note types as needed.
7. Click Save user rights at the bottom of the page.

Note: If the user is already signed in to Fellowship One, they must first sign out and then sign back in before the new security access right is applied.