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Changing Note Permissions in SP Classic

Emily Yeomans
  • Updated

Note Access defines which groups may view a particular note. Note access can be adjusted by administrators if you'd like to restrict or enable access for certain types of individuals.

Adjusting Note Permissions

  1. On the administration screen, click on the Notes tab.



  2. Beneath Access, click on one of the listed parties.



  3. In the new dialogue window, select or deselect groups to adjust who has access to the note.
  4. Click Update.

User Definitions

  • All Parties: any user who has permission to view the document (eg: the proposal).
  • Admin Office: users with central admin office roles (Global Admin, Proposal Edit, Award, Award Preliminary, Read-only, Document Access).
  • Unit Approvers and Administrators: roles assigned via Research Contacts (IPF Approver, Proposal Data Access for Proposal Notes, Award Data Access).
  • IPF Creator: the proposal owner. Only for proposal notes.
  • Certifying Investigator: the member of the Research Team who must certify (Lead PI, PI). Only for proposal notes.
  • Lead PI: the Lead PI on the research team. Only for proposal notes.
  • Research Team: any member of the research team. Only for proposal notes.

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