---
title: "Documents and notes (permissions)"
description: "The permissions that control editing and deleting other users' notes, plus visibility of the Documents screen."
url: https://support.sapera.io/en/articles/561-documents-and-notes-permissions
collection: "Permissions"
updated: 2026-06-26
language: en
alternates: [da]
---

# Documents and notes (permissions)

The permissions that control editing and deleting other users' notes, plus visibility of the Documents screen.

This article covers the permissions that control **notes and documents** in Sapera. Notes and documents do not live in one single place — they are attached to individual records throughout the system, for example on a **customer**, an **invoice** or an **account**.

You assign these permissions in **Financial** under **Security → Groups** → select a group → **Permissions** (set Allow/Deny per permission).

> Note: **Creating** and **reading** notes is not permission-gated. Anyone who can reach a record can add and view notes on it. The permissions below apply solely to editing or deleting notes.

## The permissions

### Edit entity note

Allows editing **a note created by another user**.

> Important: A user can **always** edit their **own** notes — this does not require the permission. The permission only governs whether you may change **others'** notes. Without it, editing another user's note is locked (the note opens read-only, and the edit action is hidden).

### Delete entity note

Allows deleting **a note created by another user**.

> Important: As above, a user may **always** delete their **own** notes. The permission only applies to deleting **others'** notes. Without it, the delete action is hidden/inactive on other users' notes.

## Menu visibility

This permission controls whether a screen is **shown**.

-   **Access Documents** — controls whether the **Documents** screen is visible. This controls visibility of the menu item/screen.
    

## Good to know

-   **Your own notes are always free.** The Edit/Delete permissions only concern other users' notes.
    
-   **Administrators** get both Edit and Delete on notes by default.
    
-   **Allow vs. Deny:** An explicit **Deny** wins over an inherited **Allow**.