10.2 Share Links

Available with the Following Subscriptions: All Subscriptions
Available for the Following Roles: All Roles

 

Share Links are link that provide view-only access to a Scenario for project stakeholders that don't necessarily need to be given access to your cmBuilder space but would benefit from viewing the site plan. Share links will provide access to the latest version of the Scenario including any changes or updates to the site plan after the creation of the link. Upon creation of the Share link, users can set an expiry date as well as limit the range of Milestones recipients of the link will be able to view. 

How To Create A Share Link

A Share link must be created from the Scenario page. There is no limit to the number of Share links created per scenario. To create a Share link, first click the blue Export/Share button (1) in the upper right hand corner of a Scenario. From the side panel that appears click Share live link button (2), a new side panel will appear titled Share live link. 



 

💡Note: Before sharing Presentation Mode links, make sure to set up🔗Presentation slides or at least viewpoints. It is also recommended to review and/or modify the 🔗Presentation Settings.

1. To set a link expiry date check the Set expiration date box (1) and set a date from the calendar dropdown (2). Setting the expiry date to a past date will disable the link (upon clicking Confirm).
   
   
2. Choose from the following link behavior options by selecting one:
   • Start in presentation mode (3), also allows viewers to exit to site plan navigation mode.
   • Start in site plan navigation mode (4), also allows viewers to launch presentation mode.
   • Lock to presentation mode (5), also allows for limiting the range of milestones.
     
3. Click Copy Link to copy the link to your clipboard.
   
4. Click Confirm (7) 

Upon following the link viewers will have access to the Scenario in view mode.

• Anyone can open the link using their browser, a cmBuilder user account is not required. 
• Share links do not allow viewers to edit the Scenario; only view.
• The viewer can navigate through milestones and access the review tab.
• Edits made to the Scenario will be visible to viewers with live-links upon refreshing the page.

💡Additional Notes:

• Every share link has a QR code, available to download next to the "Copy Link" button (6 above).
• Share links can be managed (edited/deleted etc.) from the Shared Links Dashboard.
• The Visual settings tab lists the visual properties that are applied to the scenario when using the link -they are pulled from the 🔗Settings you have active in your current session. If the listed values for the visual properties differ from those currently applied in your active session you can overwrite them to match your currently applied visual settings by clicking the Use Current Settings button. Click Confirm to save any changes. Next time the link is used, the Scenario will load with the newly applied visual settings.