Plan availability: creating public share links depends on your subscription. If the option is unavailable, your plan may not include it — see Subscriptions & billing, or ask your workspace owner.
A project share gives a customer or outside stakeholder a read-only view of a project — status, progress, and shared documents — through a single link, without giving them a seat in your workspace. Project sharing is managed in SolaProjects.
Two ways to give outside access
From the project's Team page, users who manage the project see a Client and guest access panel with both options:
| You want… | Use |
|---|---|
| A link anyone can open (read-only) | Share dashboard — creates a share link ("Dashboard link created.") and shows the Latest access URL to copy and send |
| A named guest with a login | Guest email + Role (Viewer or Member) → Invite — the guest receives an email invitation |
A share link is the lighter option: no sign-in, no seat. A guest invitation is better for ongoing collaboration, and can be revoked from the same panel.
What the recipient sees
Opening a share link shows a read-only project view: the project's status and progress, plus any document shared through a document-specific link. There is a print-friendly version for saving or filing. If the share was protected with a password, the visitor must enter it first ("The password is incorrect." on a wrong attempt).
Visitors cannot edit the project. Depending on how the share was set up, they may be able to leave a comment.
Expiry and revoking
- Share links stay live until you revoke them. The Client and guest access panel lists the project's active links and invitations; revoking one cuts access immediately — the link simply stops working.
- Anyone with the URL can open an unprotected share link. Treat it like a password: send it only to the intended person, and revoke it when the engagement ends.
When to use which sharing tool
| Situation | Use |
|---|---|
| Send one invoice, quote, or sales order | Secure document links |
| Get a quote accepted or declined | Public quote links |
| Have a customer approve billable time | Customer time approvals |
| Show a customer a whole project | Project share (this page) |
| Ongoing self-service access to all their documents | Customer Portal |