How to share a note with a MySafe user

This document provides a step-by-step guide on how to share a note with a user who has a MySafe account.

Requirements

• An active note and valid users. For more information, access the document on How to add a note.

Share a note with a MySafe user

To share a note with another registered MySafe user, follow the steps below:

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by the nine squares, and select MySafe.

2. In the side menu, select Notes.

3. From the list, locate the note you want to share.

4. In the Action column, click the three vertical dots icon and select Share.

5. On the Share screen, select the Internal card, represented by the computer icon.

6. In the sharing window, you can search for users by name, username, email address or groups (private or user groups).

   Info

   You need to configure MySafe's Private groups for them to appear in the sharing search.

7. Once the user(s) and/or group(s) found appear on the Share screen, select the sharing permissions:

   1. Can view:this checkbox grants viewing permission to the selected user. By default, this checkbox is marked whenever a note is shared with another user.
   2. Can edit: check this box to grant editing permission to the selected user.
   Attention

   Users with editing permission can disable the note.

   Info

   To remove a user and/or group, click the trash icon for the respective user and/or group.

8. Click Share.

The message "Shared" confirms the action. Click Close to close the window.
Upon completing the sharing, the Shared column in the Notes screen report will show the status as Yes.
In the Note details screen, in the Users with access to information section, you can view the members and/or groups with access to the note and their respective permissions (viewing and/or editing).

Do you still have questions? Reach out to the senhasegura Community.