Everything tagged Sharing
9 articles across the Help Center.
How do I share a moodboard with a client? From the moodboard’s tab menu in Canvas, select Share to web, enable Public link, and choose Copy link. Clients can view and comment without a Visualist account. Moodboards
How do I share a design with a client? From the design’s tab menu in Canvas, select Share to web, enable Public link, then choose Copy link. Clients can view and comment without an account, but cannot edit the design. Canvas
How do I send a Concierge questionnaire to a client? After you save a Concierge, use Send via email to send it from a Hub Message Center or through Visualist, or use Share to copy its public link. Concierge and forms
How do I invite clients and collaborators to a Hub? In a Hub, select Invite to open Your team, enter each person's email address, choose their access, and send the invitation. They join as Hub guests, separate from workspace members. Getting started
How do I control who can see a Hub? Invite a client or collaborator to a Hub as an Editor, Commenter, or Viewer, or use Share to web for one public item. A Hub guest's role controls their Hub access; a public item link does not expose the rest of the Hub. Permissions and access
How do I invite someone to a Hub? In a Hub, select Invite, enter an email address in Your team, choose Editor, Commenter, or Viewer, and send the invitation. The person joins as a Hub guest, separate from workspace membership. Permissions and access
How do I remove a member from a Hub? Open the Hub, select Invite to open Your team, find the person, and select Remove. Their access to the Hub and its contents ends immediately; the confirmation offers Undo. Permissions and access
What can clients see in Visualist? Clients can join a Hub as Viewer, Commenter, or Editor guests, or open a public Share to web link without an account. Guest access follows the assigned Hub role; a public link exposes only the shared item. Permissions and access
How do I create and share a form with Vai? Open the Hub that should contain the form, then ask Vai to create it. Edit and preview the form beside your chat, share it through a direct link, and review every submission from the Hub's Forms page. Working with Vai