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Unable to View Notes added to Case by logging in as User of a specific profile
Hi All,
We have a scenario in which we are creating case on creation of a Custom Object (assume ABC) , We have set the OWD of the case to Private and we are sharing(Read/Write) the Case to all Users of Specific profile with Sharing Rules. All is good till now.
But we have a scenario where we need to create notes and attach to the Case (Linked to record of Object ABC) when a particular action is performed on record of object ABC. We are able to Create Notes and attach to the Case and as Admin we are able to see the Notes , but Users in other profile are unable to see the Notes on the Case. On Profile i dont see any permission to control the access to Notes.
Can you please suggest do we have any settings that we will take care of this access to Case Notes?
Thanks in Advance!
We have a scenario in which we are creating case on creation of a Custom Object (assume ABC) , We have set the OWD of the case to Private and we are sharing(Read/Write) the Case to all Users of Specific profile with Sharing Rules. All is good till now.
But we have a scenario where we need to create notes and attach to the Case (Linked to record of Object ABC) when a particular action is performed on record of object ABC. We are able to Create Notes and attach to the Case and as Admin we are able to see the Notes , but Users in other profile are unable to see the Notes on the Case. On Profile i dont see any permission to control the access to Notes.
Can you please suggest do we have any settings that we will take care of this access to Case Notes?
Thanks in Advance!
This thread has everything you're looking for. https://success.salesforce.com/answers?id=90630000000gw7ZAAQ
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Regards.