Setup User Roles
Sage 300 users have access to notes based on User Roles and not Sage 300 security profiles.
Assign users to roles to grant/deny users access to notes
If a user is not assigned to a role, then they will not be able to access any notes. Security permissions per role is assigned in the Roles Form.
Note: If you only have Add Role (and not edit or delete) then you can edit/delete notes that you create, but not notes that other users have created.
Fields and controls
For each user who needs to access Notes, select a Role Name.
