Share Your Notes

Basic users can only share their notes with other teammates.
Pro and Business users can share their notes with any user.

Share your notes
with other users to collaborate and work together in real time. You can share a note with an unlimited number of users. Business users can also assign read-only, comment-only or editing privileges to protect their data and work together more effectively.

Only notes can be shared. If you'd like to share a page, you'll need to share the note which contains it.

Please note: this means that sharing a note will automatically share all of its pages. To share an individual page, you'll first need to move (or duplicate) it into another note. Learn more about note hierarchies.

Share a Note

  1. Open any note.
  2. Click the Share button in the top-right corner of the note editor.
  3. Click Add.
  4. Enter the e-mail address or username of each user you'd like to invite. Alternatively, enter the name of a user group in your team.
  5. Press Share.
  6. (Business-Users only) Click Member next to your invitee's name to choose a role for that user.
  7. Click the Share button. Your invitees will receive an e-mail invitation to access your shared note and the note will immediately appear on their dashboard.

    MN External Sharing large-canvas no-background.gif

    Roles and Permissions (Business Users Only)

    Each role (administrator/member, viewer, etc.) comes with its own set of access/editing privileges. To learn more about roles and permissions in Note, visit our dedicated article here.

Manage Access to your Note

You can view and manage which users have access to a note from the Members window - accessible via the left sidebar:

  1. Open any note.
  2. Hover your mouse over the note header.
  3. Click the ellipsis (...) which appears.
  4. Select Members from the drop-down menu.

    Manage November Managers@2x.png

  5. In next window, you'll see a list of users who have access to your note.

    • To revoke access to your note, hover your mouse over the user's name and click the X.
    • To edit a user or user group's access privileges, click their current role (e.g. viewer, member or admin) and select a new option from the drop-down menu. Learn more...
    • To share the note with the entire team, toggle the switch and choose a role.

      HC Share a Note_20240524.png

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