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Board privacy, members and sharing

Control who can see a board, and why a board may be missing for someone.

Table of Contents

The three options

  • Main: visible to everyone in your clinic.

  • Private: only you and invited members.

  • Shareable: you and invited members, plus anyone in the clinic with the link.

Add people

Use Invite users in the board header. Share access link copies the link for a shareable board.

Cannot see a board?

It is probably private. Ask its owner to invite you. Making a shareable board private removes anyone who only had the link.

Up next

Next, read Link patient records in an activity note.