Records stay personal or within an authorized group
- Private by design Records are intended for personal use or an authorized group, not for publication in a public directory.
- Group access When you use shared groups, visibility is governed by the memberships, permissions, and features provided by the service.
- Limited Portal access A temporary Portal link may return a limited lookup result without exposing a full list, group membership, or private notes.
- Supporting materials Notes and other materials you choose to save remain associated with the relevant record.