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Document Notes API permissions and endpoints#516

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Document Notes API permissions and endpoints#516
promptless-for-oss wants to merge 4 commits into
mautic:7.2from
Promptless:promptless/pr-16067-notes-permissions-v2

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@promptless-for-oss promptless-for-oss commented Jun 3, 2026

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Note: This PR replaces mautic/user-documentation#425. All commits from mautic/user-documentation#425 are preserved.

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Documents the new lead:notes permission set introduced in Mautic PR #16067. Adds comprehensive Notes API endpoint documentation and updates the List Contact Notes endpoint to specify the new permission requirements. Fresh branch from 7.2 as requested by reviewer.


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Documents the new `lead:notes` permission set introduced in Mautic PR #16067.
Adds comprehensive Notes API endpoint documentation including Get, List, Create,
Edit, and Delete operations. Updates the List Contact Notes endpoint to specify
the new permission requirements.
Comment thread docs/rest_api/notes.rst

``GET /contacts/ID/notes``

**Required permissions:** ``lead:notes:viewown`` or ``lead:notes:viewother``

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The List Contact Notes endpoint now requires lead:notes permissions instead of lead:leads permissions, as implemented in LeadBundle/Controller/Api/NoteApiController.php in PR #16067.

Source: mautic/mautic#16067

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@promptless-for-oss please address the suggestions

Comment thread docs/rest_api/notes.rst Outdated
promptless Bot and others added 2 commits June 3, 2026 09:08
Address reviewer feedback: the table header already makes the content purpose clear.
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Thanks for the review, @adiati98!

I've removed the redundant "Available permissions:" label as suggested. The table now follows directly after the introductory paragraph.

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@promptless-for-oss please address the suggestions

Comment thread docs/rest_api/notes.rst Outdated
Comment thread docs/rest_api/notes.rst Outdated
Comment thread docs/rest_api/notes.rst Outdated
Comment thread docs/rest_api/notes.rst Outdated
- Change text examples to professional content capturing Note use case
- Update total to "2" to better illustrate list response
- Add "// ..." to indicate additional objects in the list
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Thanks for the review feedback @adiati98! I've addressed all your suggestions:

  1. Professional text example — Changed from "Jim is super cool!" to "Discussed product demo requirements. Follow-up scheduled for next week."
  2. Total count — Updated from 1 to 2 to better illustrate list responses
  3. List continuation — Added // ... after the first object to indicate additional items

The changes have been pushed to this PR.

@adiati98

adiati98 commented Jun 3, 2026

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/aside @escopecz, this PR replaces #425 that's closed due to issues with resolving conflicts. All commits and contents from that PR are preserved.

I have a question. Is "Note" introduced in version 7.2 or earlier version? If from earlier, can you advise from which version?

I need this info to know whether we need to backport this PR to other branches and add "Note" and "Notes" to the Mautic feature list in other branches than 7.2.

TIA! ✨

@escopecz

escopecz commented Jun 3, 2026

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Notes are there from the very beginning (version 1.0.0) I couldn't find any older PR regarding notes than this fix for note API: mautic/mautic#716 from Mautic 1.2.0. So the notes feature itself must have been there before that.

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Thanks for the historical context! You're right that Notes have been a core Mautic feature since version 1.0.0.

This documentation PR focuses specifically on the new lead:notes permission set introduced in PR #16067, which adds dedicated permissions for Notes management. The Notes API endpoints themselves have existed, but now they have their own permission controls separate from the general Contact permissions.

No changes needed to the documentation based on this feedback - just wanted to acknowledge the helpful context about the feature's history.

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