Each note has a visibility level. It is private by default, then you can expand
access when needed.
Visibility levels
- Private (default): only visible to you.
- Organization: all organization members can edit the note.
- Public link: anyone with the link can edit the note.
Special case: guest users
For a guest user, a new note is automatically created with
Organization visibility. This simplifies field collection without extra
manual steps.
A guest only sees their own notes. They cannot edit notes created by other
people.
Change visibility
- Open the note.
- Click the visibility status at the top left.
- Select the appropriate visibility level.
Share a note
From the same visibility menu, you can:
- Copy link
- Share on WhatsApp
- Invite by email
