Each note has a visibility level. It is private by default, then you can expand
access when needed.
General access
The sharing menu has a General access section where you set who can reach the note and at what permission level.
Organization access
Controls what members of your organization can do with the note.
| Level | Description |
|---|
| No access (default) | Organization members cannot see the note. |
| Read | Organization members can view the note but cannot edit it. |
| Write | Organization members can read and edit the note. |
Public link access
Controls what anyone with the link can do.
| Level | Description |
|---|
| No access (default) | The note is not accessible via a public link. |
| Read | Anyone with the link can view the note but cannot edit it. |
| Write | Anyone with the link can read and edit the note. |
The Copy link button is only enabled when at least one of the two access
levels above is set to Read or Write.
Private notes and individual contributors
When both organization and public access are set to No access, the note is private — only you can see it.
You can still grant access to specific people by inviting them as individual contributors directly from the sharing menu.
Special case: guest users
For a guest user, a new note is automatically created with
Organization access set to Write. This simplifies field collection without extra
manual steps.
A guest only sees their own notes. They cannot edit notes created by other
people.
Change access
- Open the note.
- Click the visibility status at the top left (or top of the note on mobile).
- In General access, adjust the Organization and/or Public link level.
Share a note
From the same sharing menu, you can:
- Copy link — copies the note URL (requires organization or public access to be enabled).
- Share via — share the note link through another app (WhatsApp, email, etc.).
- Invite by email — invite a specific person as an individual contributor.
