Access levels
View — read-only access to the session and its contents.
Edit — edit notes, update session status, add documents, edit context, and manage patient profiles.
Full access — everything in Edit, plus the ability to share the session with other colleagues.
Only the session owner can delete a session.
How to share a session
Open the session you want to share.
Click Share in the top-right corner.
Search for a team member by name or email.
Choose an access level: View, Edit, or Full access.
Click Confirm.
The team member will receive an email and an in-app notification with a direct link to the session.
How to access a shared session
When someone shares a session with you, you'll receive:
An in-app notification in your notifications panel.
An email notification with a direct link.
Select either to open the session. You must be signed in to your Heidi account.
You can also find all sessions shared with you in the Shared with me tab in your session list.
Managing access
To change or remove someone's access:
Open the session.
Click Share.
Find the person in the list.
Update their access level or remove them.
FAQ
Can I share sessions with people outside my team?
You can share with anyone in your organisation, including people on other teams.
Does direct sharing replace my existing team visibility settings?
No. Sharing is additive — your existing team visibility settings remain unchanged.
What happens if someone leaves the organisation?
They automatically lose access to any sessions that were shared with them.
How do I find sessions that have been shared with me?
Open the Shared with me tab in your session list, or use the link in the email or in-app notification you received.
Is direct session sharing available in the mobile app?
Not yet - it's currently available on web only.