A project share is a link that lets a customer or outside stakeholder view a project's guest-visible progress, or a single project document, without signing in or using a seat. Share links are created in SolaProjects. When your organization uses SolaProjects inside SolaCount, the same projects and links apply, and share links opened on the SolaCount address are forwarded to the SolaProjects page automatically.
Where to find it
| You want to share | Where | Button |
|---|---|---|
| A project status dashboard | SolaProjects → open the project → Team → Client and guest access | Share dashboard |
| One project document | SolaProjects → open the project → Files / documents → the document | Share (opens the share dialog) |
From SolaCount, open the project (Projects rail → choose the project) and use Open SolaProjects at the bottom of the Projects panel, or Open in SolaProjects on the project's time and profitability pages.
Creating share links needs the public share plan feature (Standard plan and above) and permission to manage the project. Revoking a link is always allowed, even after a downgrade.
Share a project dashboard
- In SolaProjects, open the project and go to Team.
- In Client and guest access, click Share dashboard.
- A link titled "Guest dashboard" is created ("Dashboard link created."). Copy the latest access URL and send it to your customer.
The dashboard ("Guest Status Report") shows only guest-visible content:
| Section | Content |
|---|---|
| Project | Name, code, status, customer. |
| Guest-visible progress | Percentage of completed guest-visible tasks. |
| Completed | Completed guest-visible tasks. |
| Upcoming | Open guest-visible tasks, by due date. |
| Blockers / Visible blockers | Blocked guest-visible tasks. |
| Shared Documents | Up to 12 guest-visible documents. |
Private tasks, internal documents, time, rates and financial data are never included.
Share a project document
- Open the document in SolaProjects. It must be marked guest-visible; otherwise sharing fails with "Only guest-visible project documents can be shared publicly."
- Open the share dialog and set:
| Field | Options |
|---|---|
| Expiry date | Optional. The link stops working at the end of that day. Must be after today. |
| Permission | View only, Can comment or Can edit. |
| Password | Optional. The visitor must enter it before seeing the page. |
- Create the link. The URL is shown once ("Share link created"); click Copy and send it.
What the visitor sees: the Project Document with its title and body. With Can comment they can add a comment (Name, Comment, Add comment). With Can edit they can Edit document and Save document. Password-protected links first show Password required with Open shared page.
Links and addresses
Share links look like …/shared/projects/{token} or the shorter …/p/projects/{token}, with a /print version for printing. Links on the solacount.com address redirect to the SolaProjects page.
Revoke or expire a link
- Revoke a link from the project in SolaProjects ("Share link revoked.").
- A link also stops working when its expiry date passes, the document is archived or is no longer guest-visible, or the project moves to another workspace.
An unavailable link shows This shared page is unavailable — "The link may have expired, been revoked, or the project content may no longer be guest-visible."
Worked example
Al Noor Trading LLC wants Gulf Interiors LLC to follow "Marina Tower Fit-out".
- The project manager marks the milestone tasks and the "Fit-out schedule" document as guest-visible.
- In Team → Client and guest access, they click Share dashboard and email the link.
- They share the "Snag list" document with Can comment, an expiry of 30 April 2026 and a password sent by phone.
- Gulf Interiors sees progress at 60%, the completed and upcoming milestones, and adds comments to the snag list.
Sharing has no accounting effect. Project invoices and payments are shared through the Customer Portal, not through project shares.
Tips and common problems
- The Share dashboard button is missing. Your plan does not include public sharing, or you cannot manage the project.
- The visitor sees an empty dashboard. No tasks or documents are guest-visible yet.
- You need a named guest who signs in. Use a guest invitation in Client and guest access instead of a share link.