Everything tagged Sharing
9 articles across the Help Center.
How do I share a moodboard with a client? Open the moodboard in Canvas, open its tab menu, and switch on `Share to web`. Copy the public link from the confirmation or banner and send it to your client. They can open and comment without a Visualist account. Moodboards
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 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
How do I share a design with a client? Open the design in Canvas, open its tab menu, and switch on Share to web. Copy the public link from the banner and send it to your client. They can open the view-only design without a Visualist account. Canvas
How do I invite clients and collaborators to a Hub? Open a Hub and select `Invite` to open `Your team`. Enter each client's or collaborator's email address, choose their access, and send the invitations. They join as Hub guests, which is separate from workspace membership. 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 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
How do I invite someone to a Hub? Open the Hub and select `Invite` to open `Your team`. Enter the person's email address, choose `Editor`, `Commenter`, or `Viewer`, and send the invitation. They join as a Hub guest, which is separate from workspace membership. 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