Step 1: Navigate to Meeting Note

After your meeting ends, go to the meeting details page. At the top, you will see access.

Step 2: Select “Access”

Click the Access button to open the sharing settings.

Step 3: Select individuals and teams

In the sharing settings, select the individuals and teams you would like to grant access to the notes.

Step 4: Send the Share Link

Once settings are selected, recipients will automatically gain access to the notes.

Troubleshooting

• Access Button Not Visible:
  Make sure the meeting has finished processing and that you have permission to manage sharing settings for the meeting.

• Cannot Select Individuals or Teams:
  Confirm that the users or teams have been added to your organization. Only existing members and teams can be granted access.

• Recipients Cannot View Notes:
  Verify that the correct individuals or teams were selected and that access was saved successfully. Ask recipients to refresh the page or reopen the link.

• Share Link Not Working:
  Ensure the link has not been revoked or restricted. Check that the access level allows viewing for the intended recipients.

• Missing Team in Access List:
  Make sure the team has been created in Team Management and has active members assigned.

• Still Having Issues:
  Click the chat bubble in the bottom-right corner to contact support for help with sharing or permissions.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.