Document dedicated Notes permissions#704
Document dedicated Notes permissions#704promptless-for-oss wants to merge 1 commit intomautic:7.1from
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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
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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
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| 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. |
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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
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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.
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