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FSM6u32 Customer Portal Notes

  • October 1, 2026
  • 1 reply
  • 19 views

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Within the Customer Portal, is it possible to configure the ability to add/edit Request Notes or not on a user by user basis? i..e Similar to the REQUESTCREATEUPDATE Role?  I can see in the workflow configuration on the Customer Portal that you can set this permission in the workflow, but this seems to apply to ALL users.  We need only some users to add/edit Request Notes. Is this possible at all please?

1 reply

Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • October 1, 2026

Hi ​@MartinF 

If you change the notes to be a “regular” view, i.e. not the HTML view. Then you can control the add/edit/delete functionality with client scripts and/or business rules.

Cheers!