Programa offers two ways to share your Meeting Notes: Publishing them to the Client Dashboard or publishing them to the Web. This guide explains both methods so you can choose the right option for each situation.
Understanding your sharing options
Publish to Client Dashboard: a private, branded portal where your client can access
everything you have shared with them. You control each client's permissions individually.
Publish to Web: a public link anyone with the URL can open. This works well for sharing with contractors, vendors, or anyone who doesn't need full project access.
Note: Clients can't edit or comment on a shared meeting - access is always view-only.
How to share via the Client Dashboard
The Client Dashboard creates a branded portal where clients can access all Meeting notes and files you've shared with them. You can control each client's permissions individually.
To publish your Meeting to the Client Dashboard:
Open the meeting and click the Private button.
In the Share meeting menu, turn on Publish to Client Dashboard.
Enter your client's email address and click Add.
Click the Access dropdown next to their name and set their permissions
Repeat for additional meetings or clients
How to share via a web link
A web link lets anyone with the URL open the meeting. The link stays live and always shows the latest content.
To publish your Meeting to the Web:
Open the meeting and click the Private button.
In the Share meeting menu, turn on Publish to Web.
Use the content toggles to set the permissions.
Click the page icon to copy the link.
Click the box and arrow icon to preview your Meeting Notes online.
Send the link to your recipient.
Controlling what information is shown
You control exactly what content each client can access using four sections:
Overview | The meeting summary, decisions, and action items |
Notes | The typed notes from the Notes tab |
Task Status | Action items and whether they have been completed |
Attachments | Files attached to the meeting |
When sharing via the Client Dashboard, you set this per client using the access level:
Full access: All four sections are visible
Partial access: You choose which sections appear
When sharing via the Web link, the same four sections apply - use the toggles to set the permissions.
How to remove a client's access to a meeting
Client Dashboard
Click the Shared button at the top of the meeting.
Select Manage sharing.
Click the dropdown next to the client's name.
Select Remove access.
To remove access for all clients at once, toggle off Publish to Client Dashboard.
Note: The client loses access to this meeting immediately. This doesn't affect anything else you've shared with them via the Client Dashboard.
Web Link
Toggle off Publish to Web in the Share meeting panel. The link deactivates immediately - anyone who tries to open it will see an unavailable message.
A note on privacy
Meeting notes can contain transcripts of recorded conversations, personal discussions, and confidential decisions. Before sharing a meeting, check what it contains and use the content toggles to determine what recipients can see.
For more information on privacy, see our Getting Consent Guide
Need more help with Meeting Notes? Contact our Support team via live chat for personalised assistance.