Controlling user access to Notes

User access to the Notes capability in Qlik Cloud can be controlled by tenant administrators. As a tenant administrator, you can define which users can and cannot work with notes in activity centers and apps. This is done in the Administration activity center.

About the Manage notes permission

The Manage notes permission is used to control user access to the Notes capability.

For the Manage notes permission, the following options are available:

• Allowed: Users can create, view, update, delete, and share notes in activity centers and apps.

• Not allowed: Users cannot create, view, update, delete, or share notes in activity centers and apps.

The Manage notes permission is assigned in the Administration activity center using the following two processes:

• Method 1: Change the permissions in the User Default

• Method 2: Create custom role

Method 1: Change the permissions in the User Default

Tenant administrators can adjust User Default permissions. By default, the User Default permissions allow all tenant users to work with Notes. This can be changed if you want to restrict access to only some— or no—users.

Do the following:

1. In the Administration activity center, go to Manage users.

2. Switch to the Permissions tab.

3. Click User Default.

4. Under Permissions, expand Content types.

5. Expand Notes.

6. For Manage notes, change the permission value using the drop down menu.

7. Click Confirm.

Method 2: Create custom role

Tenant administrators can create custom roles to elevate the permissions for certain users above the User Default. As an administrator, you might want to restrict Notes permissions in the User Default, and then create a custom role to provide Notes permissions to a specific set of users.

Do the following:

1. In the Administration activity center, go to Manage users.

2. Switch to the Permissions tab and click Create new to create a new custom role.

3. Enter a Name, and optionally, a Description for the new role.

4. Under Permissions, expand Content types.

5. Expand Notes.

6. If needed, change the Manage notes permission value using the drop down menu.

7. Click Confirm.

8. Switch back to the All users tab.

9. Select the checkboxes for the users whose permissions you want to modify.

10. Click Manage roles.

11. Assign the new custom role to specific users, and click Save.

Turning off Notes for all users

Tenant administrators can also turn off the Notes capability for the entire tenant. For more information, see Enabling note creation.