Links for clients: review without an account

With a guest link, your client gets into the project, sees the pieces and leaves comments without creating an account. You decide what they can do, what they see and until when. There are three kinds of link: for a project, for a single piece and for a file.

Creating links is up to Editors and the Owner.

Link to a project

From the project

1. Open the project and click the team faces in the header to open Share.
2. Under External links, press Create link.
3. Choose the access: View only, View and comment or View, comment and edit.
4. Press Copy and send it to your client.

From Invitations, with more options

In your user menu, open Invitations and press New invitation:

1. Choose one or more projects.
2. Under Anyone with the link can, choose View, Comment or Edit.
3. Under Access expires in, choose the number of days. The maximum is 30.
4. If you like, open Filters and internal note:
   • Date range, Content types and Tags limit what the guest will see. Leave them empty and they see everything.
   • Internal note helps you remember who you gave it to. Only your team can see it.
5. Guest preview shows you the welcome page they'll get.
6. Press Create invitation link and then Copy link.

What each access allows

• View: sees the calendar, the pieces and their activity, without changing anything.
• Comment: also leaves comments on designs and videos.
• Edit: also changes the status of pieces, which means approving them or sending them back (we explain this in Approving and sending back).

A guest never edits the design on the canvas: at most they view and comment on it. They don't see Folders either: the project's loose designs, documents and videos aren't available through a guest link.

Manage your invitations

Invitations lists every one you've created, with its projects, permissions, expiry and status (Active, Expiring soon or Expired). From each one you can:

• Copy link.
• Renew: extends the expiry and keeps the same link.
• Edit files: add or remove pieces. The URL doesn't change.
• Delete invitation: the link stops working.

Your plan has a limit on active invitations, and the counter at the top tells you how many you're using. If you reach the limit, delete one, let one expire or upgrade your plan.

What your client sees

When they open the link, your client sees the welcome page with the note No account needed. Studio gives them a guest name with an animal, such as "Guest Tiger", and that's how their comments appear.

On the Shared with you page they have the projects you've shared with them. If they're on a shared computer, they can leave with Clear invitation, in their menu.

Link to a single piece

To show one specific piece without opening the whole project:

1. Open the piece and press More options (⋯) → Share.
2. Turn on Public link. Anyone with the link can view and comment on this piece.
3. Under People with this link can see, choose which tabs are visible (for example, only the design and not the activity).
4. Press Copy link.

You can turn it off at any time: the link stops working immediately.

Link to a file

To pass on a single file from the library (a photo, a final video), select it in the project library, press Share and turn on Anyone with the link can view. Whoever opens it can see it and Download the file.

Frequently asked questions

Does my client need a Polimake account?

No. They open the link and go straight in as a guest.

How long does a link last?

30 days at most. Before it expires you can Renew the invitation and the link stays the same.

Can my client approve pieces?

Yes, if their link has Edit permission: they'll be able to move pieces between statuses. With Comment they can only leave comments.

How do I cut off a client's access?

Delete the invitation in Invitations, or turn off the piece's Public link. The link stops working immediately.