The idea
Every note and report has an audience. If you add no one extra, it stays with you (and any defaults you saved in Settings). If you add an org SID, members who use that org as an intel source can see it. If you add a sharing group, that group’s rules apply.
This is not Palantir. There is no giant “classification” dropdown with secret compartments. There are chips. Click to add, click to remove.
Defaults
Tired of typing the same org every time? Settings → Sharing → Who I share with by default. New notes and reports pre-fill those chips. You can still peel a chip off a single item without changing the default.
Default audience
- Defaults are a starting point, not a lock. Always glance at the chips before you save something sensitive.
Good habits
- Share to the smallest useful audience.
- Share to the smallest audience that needs it. Everyone in a group you share to can read the report.
- Your tags and reputation still stay private even when the text is shared.
Related: Sharing groups.