How to share a note

This documento provides a step-by-step on how to share your notes with the users registered on the platform.

Requirements

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

Share a note

1. On senhasegura platform, 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, next to the magnifying glass icon, click the three vertical dots icon.

5. In the drop-down menu, select Share.

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

   Info

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

7. Select who to share the note with.

   Important

   If you choose an invalid user, the text box will turn red, indicating the error.

8. In the same window, check:

   1. Can view: to enable note viewing for the chosen user.
   2. Can edit: to enable note editing for the chosen user.
   Info

   By default, the Can view option is always selected when sharing the item.

   Important

   Users with editing permission can disable the file.

9. Click Share.

The platform will display the confirmation notice: "Shared". From this action, users can access the note information according to the configured permissions.

Once sharing is completed, the Shared column in the report will indicate Yes. In the viewing note window, accessed through the magnifying glass icon, you’ll see the users with whom the note is shared and their respective permissions.

Next

How to unshare a note
How to view a note
How to add private group

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