XPM Permissions - Separate permission for 'Edit Client Notes'
Problem
Currently, editing "Client Notes" requires full "Client record" view & edit access. There is no way to allow staff to update notes without also giving them the ability to edit other client details.
Impact
This creates an all-or-nothing permission issue. In many cases, teams want staff to freely update notes, but not have access to change core client information. This increases risk and limits practical delegation.
Workarounds like using "Job Notes" are not suitable, as they are not visible on the main client record.
Request
Introduce a separate permission for "Client Notes", allowing users to:
view client record
add/edit notes
without needing full edit access to the entire client record
This would align with how "Job Notes" already have more granular permissions and improve control over staff access.
Natascha Natke
shared this idea
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Eddie Roberts
commented
Introduce a separate permission for "Client Notes", allowing users to:
view client record
add/edit notes
without needing full edit access to the entire client recordThis would align with how "Job Notes" already have more granular permissions and improve control over staff access.