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Help Center
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Deliver client work
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  • Share a Link with a teammate

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Help Center › Access & sharing

Share a Link with a teammate

Forward public work safely and request the right access when a teammate needs a private page.

5 min read
The URL and the permission work together First check visibility, then choose how to share.
  1. 01
    Check Public or private
  2. 02
    Choose Person and project
  3. 03
    Invite When access is required
  4. 04
    Verify Open as that person

A Link can be easy to forward, but the URL alone does not always grant access. Public pages work for anyone with the link. Private pages require the recipient to be invited to the right client and project.

Never share your sign-in code.

Every person should use their own invited email. Forwarding a private URL is fine when the company has approved the recipient, but your code and signed-in session belong only to you.

Check whether the page is public or private

If the page opens without sign-in, it is public and anyone with that exact URL can open it. Treat the URL as shareable information and send it only to the audience the company intended.

If the page asks you to sign in, it is private. Forwarding the URL does not give a teammate your access and should not be used to work around the company’s invitation process.

Keep the exact Link with the conversation.

It helps the company identify the workspace, project, and page you are asking about.

Request access for a private page

Send the company your teammate’s name, work email, and the project they need. A Client admin may be able to manage Client users for the client; otherwise a Link admin at the company can add or change access.

Ask for the smallest useful scope. A teammate who needs one project can be assigned only that project instead of every current and future project for your organization.

One project Best for a specialist, reviewer, or stakeholder involved in one delivery.
All projects Best for a person who should follow all current and future work for the client.
Client admin Best for a trusted lead who reviews estimates and manages client-user access.

Share the most useful page

Send the client overview when the person needs broad context. Send a project page for one delivery, or a nested page for a focused review or handover.

Include one sentence explaining why you are sending it and what the recipient should do. A link without a requested action is easy to postpone or misunderstand.

Change access when the work changes

Tell the company when a teammate changes role, leaves the project, or no longer needs access. Private access can be changed without changing the page content for everyone else.

For public pages, ask the company to make the page private if the URL should no longer work for visitors. Removing one person from a private project does not make a public URL private.

Quick checklist

Client Help Center Back to: Open a Link you received

Contents

Check whether the page is public or privateRequest access for a private pageShare the most useful pageChange access when the work changes Quick checklist
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