Why can't I access my record notes?

Frequently Asked Questions regarding the Progeny membership management software.

Why can't I access my record notes?

Postby [TDR] Ross Hammer » September 5th, 2012, 4:25 pm

Keywords: cannot click view notes grayed greyed out unavailable inaccessible
Applies To: v8.8+

With the release of ProgenyES v8.8, a new security permission was added to provide the option of restricting access to record notes. Adhering to the concept of "Secure by Default", new permissions are not granted by default. Consequently, it is necessary for a Progeny administrator to explicitly grant this new permission to access notes.

If you are not an administrator, contact your Progeny administrator and direct them to this FAQ page.

If you are an administrator and your users do not have access to the record notes, you may follow the steps below to assign the access right.

Assigning Record Notes Access Rights
  • Start and login to Progeny
  • Exit the Database Register (if it opens automatically)
  • Open the Security Management window (padlock icon on left, or the "Security - Manage Users and Groups" top menu)
  • Select the User Groups tab
  • Select your group
  • Ensure that the right for "Records - Record Tab Access - Record Notes" is check marked
  • Select the Users tab
  • Select your account
  • Ensure that the right for "Records - Record Tab Access - Record Notes" is check marked
  • Repeat for any other groups and users as needed
  • Click the Save and Exit button
  • Exit Progeny
  • Start and log back in to Progeny

In a multi-user/client-server situation, the users will need to logout and back into Progeny in order to refresh their access rights.
[TDR] Ross Hammer
Posts: 85
Joined: August 19th, 2008, 9:56 am
Location: Redding, CA

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