Thanks for your reply 
Interesting - that setting is actually a bit counter intuitive, and doesn’t really make sense in context. It would be better to have something like:
- Enable access to source doc modal views/record expansion
- Disable additional modal views/record expansion from source doc
With a more in depth description of this menu settings page. The actual wording of “enable” and “disable” are a lot more intuitive!
I also determined with further trial and error after changing this setting that the info still being shown was select info in a second page in this sharing portal. But since the first 3 I moused over happened to be IN that other page…it appeared that info was sharing incorrectly.
There was another really great doc someone created 7-Step Guide to Secure Your Coda Document which could benefit from maybe having some sections added with this sort of sync page information? Every security/access question like mine comes up, make sure the answer is in there…eventually it will be perfect! I could see that being the greatest guide to security ever 
The learning curve of how to set things up in Coda is definitely steeper than some other systems I have used, but once getting the help from you fabulous people, it just keeps getting better!