13. Map sharing

Sometimes you want to show the map to someone outside the team — a contractor, an official, a resident — without creating an account for them or giving them access to the whole workspace. That’s what a shared view is for: a public read-only link to the map. Anyone who opens it sees the artifacts you chose on the map, but changes nothing.

Opening sharing

Go to the map and, on the bottom map control bar, click “Share map” (the share icon). The “Shared views” panel opens on the right.

The shared-views panel

The panel is where you manage all of the workspace’s links:

• “New shared view” — creates another link (see below),
• on each link: an Active / Revoked switch, a view counter and a “Password protected” badge (a padlock) when the link requires a password,
• a menu (three dots) with Show embed code, Edit and Delete,
• below the name you see the link address with Copy link and Open shared view buttons.

Creating a shared view

After you click “New shared view” a form with five tabs opens. You can switch between them in any order and click “Create” at the end.

Basics

• Name (required) — helps you recognise the link in the list.
• Description — optional, visible to recipients.
• Require a password — when on, recipients must enter a password (at least 8 characters) before they see the map.

Once saved, this tab also shows the “Share link” and an Embed code (a ready-made iframe snippet).

Artifacts

You choose what to share: Tasks, Notes and Obstructions (at least one type). Each type can be narrowed further with base filters (e.g. status, priority, dates, colours) — the recipient then sees only matching artifacts.

Map layers

Here you decide on the view’s background and layers:

• Allowed basemaps — the base maps the recipient can switch between, and the default basemap,
• the workspace’s visible layers and custom layers,
• the start view — drag the marker to set where the map opens.

Map settings

You set the start zoom and the minimum and maximum zoom limits in the recipient’s view.

Visibility

Three toggles decide which details the recipient sees:

• Show personal data — assignees, comment authors and note authors (off by default),
• Show comments — the comment count,
• Show attachments — the attachment count.

Link and embedding

Copy the finished link with the “Copy link” button and send it through any channel. To embed the map on your own site, use the embed code (iframe) — it’s behind “Show embed code” in the link’s menu.

What the recipient sees

The recipient opens the link without signing in. If the view is password protected, a password gate appears first. The read-only map then loads with the artifact list. The recipient can browse details and apply their own filters, but only within what you shared — your base filters always apply, and the fields disabled in the Visibility tab stay hidden.

Security

• The link works for anyone who has it — treat it like a public address and share it thoughtfully.
• For sensitive data, turn on a password and pass it to recipients through a separate channel.
• When a link is no longer needed, revoke it — it stops working immediately.