Workspace Context and Notes

Context

The Context tab shows Match Context — the background that informs your advice:

• About the Founder.
• Goals.
• Challenges.

A Save Context button applies changes. Below it, Shared Resources holds files for the relationship, with an Upload File action and no separate Resources tab.

Please note: Match Context is editable from both sides and visible to both. Treat it as a shared brief you agree on with your founder rather than your own record.

Notes

The Notes tab is headed Advisor Notes. Only you see an Add Note button — your founder sees the tab but cannot add to it. Each note has a Type, and the Type controls who can read it:

• Insight — visible to both parties.
• Action Item — visible to both parties.
• Private — only visible to advisors and admins.

The dialog states the visibility under the Type field as you change it, so you can check before saving. Enter the note in Content and select Save Note.

Please note: Insight is the default type, and it is visible to your founder. If you are recording something candid, switch the Type to Private first.