Boards
Sharing a board
Three levels of access, from a workspace teammate to a link that needs no account, plus links for sending a few pieces.
If somebody needs to see a board, the first question is whether they should also see everything else in the workspace. That decides which of the three routes you want. ## The three routes | Route | Who it suits | What they get | | - | - | - | | Workspace membership | Colleagues on the project | The workspace's boards (in a team, those of the spaces they are in), plus the library and pool | | Board invitation | Someone who needs one board | That board only, with Can edit or Can view | | Public link | Clients, review, anyone external | That board, read-only, no account needed | Most access happens through the first one and never touches the Share dialog. Anyone in the workspace who can reach the board, in a team anyone in its space, can already open it and will show up as a cursor while you work. ## Inviting to one board Open **Share** and add them by email, choosing a role. - **Can edit** lets them change the board: add, generate, move, delete, comment - **Can view** lets them look without changing anything A role changes the moment you pick it. An invitation that has not been accepted can be resent or cancelled from the same dialog. :::caution[Can edit spends your credits] Generating costs the workspace that owns the board, so someone who can edit your board is spending from your pool. That is usually what you want with a collaborator and rarely what you want with a client. ::: ## The public link While only you can open the board, the Share dialog says so and offers **turn on the link**. Once it is on, **Copy link** copies a read-only URL that works without an account. Send it and the recipient sees the board. With the link off, **Copy link** copies the board's own address, which opens only for people who already have access. They see live updates, so a link sent on Monday shows Tuesday's work without being resent. That suits an ongoing review. It also means anyone still holding the link is watching whatever you do next, so for a fixed review, share a board that holds only the work you want seen. What a public viewer does not get: - Tool cards, so they never see the machinery - The pills of runs in progress - Other people's cursors - Any route into your library or your other boards :::note[The link is the credential] Anyone holding the URL can open the board, so it travels as far as the person you sent it to chooses to forward it. Treat it as public rather than as private-but-unlisted. ::: ## Sharing a few pieces as a link If you can edit the board, **Create Link** in the Share dialog turns it into a picker. Click the pieces you want, up to 50, then press **Create**. The link gets its own page and link, separate from the board, and anyone with the link can open it unless you change who can. Your links are listed on the Links page, at `plnty.app/links`, where you can copy one, change who can open it, or delete it. A board that has links also lists them at the foot of its Share dialog. ## Which to reach for - A colleague who will be on this project for weeks → **workspace** - A freelancer helping on one thing → **board invitation with Can edit** - A client who only needs to look → **public link** - A client who should see a few finished pieces and nothing else → **a link** ## Working together once they are in Everyone on a board sees the same thing at the same time, with cursors labelled by name. There is no checkout, no saving and no conflict to resolve, which [working at the same time](/docs/using-plnty/the-canvas/working-at-the-same-time/) covers properly.If somebody needs to see a board, the first question is whether they should also see everything else in the workspace. That decides which of the three routes you want.
The three routes
Section titled “The three routes”| Route | Who it suits | What they get |
|---|---|---|
| Workspace membership | Colleagues on the project | The workspace’s boards (in a team, those of the spaces they are in), plus the library and pool |
| Board invitation | Someone who needs one board | That board only, with Can edit or Can view |
| Public link | Clients, review, anyone external | That board, read-only, no account needed |
Most access happens through the first one and never touches the Share dialog. Anyone in the workspace who can reach the board, in a team anyone in its space, can already open it and will show up as a cursor while you work.
Inviting to one board
Section titled “Inviting to one board”Open Share and add them by email, choosing a role.
- Can edit lets them change the board: add, generate, move, delete, comment
- Can view lets them look without changing anything
A role changes the moment you pick it. An invitation that has not been accepted can be resent or cancelled from the same dialog.
The public link
Section titled “The public link”While only you can open the board, the Share dialog says so and offers turn on the link. Once it is on, Copy link copies a read-only URL that works without an account. Send it and the recipient sees the board.
With the link off, Copy link copies the board’s own address, which opens only for people who already have access.
They see live updates, so a link sent on Monday shows Tuesday’s work without being resent. That suits an ongoing review. It also means anyone still holding the link is watching whatever you do next, so for a fixed review, share a board that holds only the work you want seen.
What a public viewer does not get:
- Tool cards, so they never see the machinery
- The pills of runs in progress
- Other people’s cursors
- Any route into your library or your other boards
Sharing a few pieces as a link
Section titled “Sharing a few pieces as a link”If you can edit the board, Create Link in the Share dialog turns it into a picker. Click the pieces you want, up to 50, then press Create. The link gets its own page and link, separate from the board, and anyone with the link can open it unless you change who can.
Your links are listed on the Links page, at plnty.app/links, where
you can copy one, change who can open it, or delete it. A board that has links
also lists them at the foot of its Share dialog.
Which to reach for
Section titled “Which to reach for”- A colleague who will be on this project for weeks → workspace
- A freelancer helping on one thing → board invitation with Can edit
- A client who only needs to look → public link
- A client who should see a few finished pieces and nothing else → a link
Working together once they are in
Section titled “Working together once they are in”Everyone on a board sees the same thing at the same time, with cursors labelled by name. There is no checkout, no saving and no conflict to resolve, which working at the same time covers properly.