Yes — each link has a unique token; admin can revoke.

How many guests can I add?

Unlimited on Business+; up to 5 simultaneous on Free.

Can I limit link lifetime?

Yes — set an expiry date after which the link stops working.

Can I see who viewed?

Yes — link settings show a view + comment log.

All features

Sharing

Public access and guests

Share projects, documents and dashboards publicly or with guest access — without adding people to your team.

Built for

Agencies
Clients
Partners
Investors

Try Now See pricing

Share · public link

Public linkpublic

easylim.com/p/sk2-roadmap-q1

View only

Can comment

Password protected

Expires Apr 1

Views · 7 days

IOAKMVNS

184

3 viewing now

ACAcme viewedjust now

MVMV left a comment2 min ago

By the numbers

free guest access

Easylim CRM

View/Edit

pick the permissions

customer data

Expire

links with expiry date

2025 survey

How it works

Client review

Client sees project status and comments on mockups without login.

RFPs / tenders
Partner access

How it works

Public roadmap

Open-source projects show backlog and progress.

Investor update
Showcase / portfolio

Deep dive

Public links and guest access — showing your project without the "please create an account" friction

5 chapters

The classic pain for agencies and product teams: the client wants to see status, but won't sign up to your CRM. You either spam them screenshots in Slack/email (status is stale by tomorrow) or force them to register (10% finish signup). A public link is the third option: one click and they see the live board with no login. Below — how to set this up properly, when it works, and when the project belongs inside your workspace instead.

Розділ

What a public link actually is — and how it differs from classic sharing

Classic sharing (Asana, Jira, Monday): "invite the person to your workspace". They create an account, take up a seat (you pay for them), learn your UI. Conversion from "sent invite" to "actually looked" hovers around 30%. Half your clients never make it to the login screen.

A public link is a different philosophy. You generate a URL like share.easylim.com/proj/abc123 — and anyone with that link sees your board, document, or dashboard. No account, no login, no seat. The client opens the link, sees the live board in real time — anything you change appears on their screen within a second.

Under the hood — a unique cryptographic token in the URL (not guessable, not indexed by search engines without your opt-in). Plus additional constraints: read-only, comment-only, password-protected, expiry date. This isn't "published on Twitter" — it's "granted one client access to one specific board".

Classic invite = client in your workspace + you pay for their seat. Public link = neither.
Unique URL token, not indexed by Google — it's not a public webpage.
Read-only, comment, password, expire — 4 layers of protection per link.

share project · public link

Share "Acme — Spring landing"

share.easylim.com/proj/abc123

Anyone with link

View only · no account needed

expires

14 Jun 2026

password

••••

commentunique · not indexed

Розділ

Generating a safe public link in 30 seconds

Step 1 — object. Pick what you're sharing: a board, a single document, a dashboard, or an entire project. Easylim lets you generate links at any granularity — you don't need to share the whole workspace if the client only needs one specific board. The most common scenario is the project level (client sees all boards and docs for their project).

Step 2 — rights. Three tiers: View only (read), Comment (can comment), Edit (can edit — basically a guest user). For client projects, default to Comment. That's enough for them to flag "please fix this" without accidentally deleting your architecture.

Step 3 — password (optional). You can add a simple password (4–8 chars). Useful for serious clients — lead writes the URL via email, the password via Telegram. If the URL leaks (accidental email forward), it's useless without the password. For everyday agency cases, usually overkill.

Step 4 — expire date. The most important security knob. Always set an expiry — 7 days, 30 days, 90 days. Without one, the link lives forever and a year from now you'll have no idea who has access. Easylim shows a list of every active link in settings — revoke with one click.

Step 5 — sharing. Copy the URL, send to the client (email, Slack, Telegram). You can also generate a QR code at the same time — handy for presentations or print.

Object granularity is flexible — share no more than the client needs.
Comment is a good default for client projects.
Always set an expiry — without one, you lose control within 6 months.

link settings · per-link control

Require password

4-8 chars

Track views

who, when, IP

Expire after

30 days

Disable copy

no select / no save

Розділ

Tracking, brand customization and guest users — what sets Easylim public-share apart

View tracking: for each link, Easylim logs who opened it, when, from which IP, how often. This isn't stalking — it's baseline business intel: "client hasn't looked at the proposal in a week → nudge them", "5 people from the same IP — looks like the client has an internal team reviewing". Toggle off if your privacy policy requires.

Brand customization: on paid plans you can hide the Easylim logo and put yours — client opens the link and sees your agency, not us. Custom domain (projects.youragency.com), custom favicon, custom splash screen. Small detail, but it lifts client-facing presentation.

Guest users — the next level up from public link. If the client wants to do more than view — actively comment under their own name, get notifications, have their own identity in the system — add them as a guest. Guests are free — you don't pay per seat, and the client gets the full UX with login, avatar, mentions.

Embed: public links can be embedded into Notion, Webflow, WordPress, intranet via iframe. Particularly useful for public roadmaps of open-source projects — the board with planned features lives right on the product site, updating in real time.

View tracking = you know whether the client actually looked at the proposal.
White-label on Business+ = public link wearing your brand.
Guests are free and full-featured — for active clients, not passive viewers.

link analytics · 7 days

views

unique visitors

last viewed

MTWTFSS

Acme · IP 88.x2h ago

Beta · IP 88.xyesterday

Розділ

An agency's week with public links

Monday — new client. Signed a contract with Acme Studio. You create the "Acme — Spring landing" project, add all tasks and docs. Instead of inviting the client to your workspace (they wouldn't come) — you generate a public link with Comment rights, expire in 90 days. Send it in the kick-off email. Client opens it, sees everything, replies "thanks, looks great".

Tuesday — investor update. Founder is preparing the quarterly investor update. Dashboard with traction metrics: MRR, churn, growth. Public link with expire 7 days and a password — investors open, look, discuss. A week later the link dies — nobody sees current numbers anymore.

Wednesday — public roadmap. Product team for an open SaaS embeds the "Roadmap" board into the landing page footer. Users see live what's in progress, what's in backlog, what's released. Instead of writing "feature X is on the roadmap" in marketing copy — you show the actual board, which updates itself.

Thursday — RFP to partners. Large company is sourcing an agency. They share RFP docs and case studies via password-protected public link. Bidders review requirements, ask questions in comments — no separate vendor portal needed. After the winner is announced — link expired, access closed.

Friday — weekly status. Every active client gets the link to the live board on Friday (same link, not new — just a reminder). Over a year, this pattern cut client status-meetings by about 40% across our customer base.

New client = public link instead of "please sign up to our tool".
Investor update = expire 7 days — numbers don't leak into the internet.
Public roadmap embedded in marketing = live source of truth for users.

what the client sees · view-only

share.easylim.com/proj/abc123view-only

Acme — Spring landing

Todo3

Doing2

Done4

Live — updates in real-time

no login

Розділ

When a public link is the wrong choice

Sensitive data: company financials, customer PII, IP secrets — public link is inappropriate. Yes, we have tokens, expiry, password — but that's not enterprise-grade access control. If your compliance needs SOC2 / ISO27001 / strict GDPR — don't use public links for sensitive even with a password.

Active collaboration with write access: if the client is really working with you — creating tasks, editing docs, receiving notifications — a public link with Edit rights won't deliver that. You need to invite them as a guest user: they get their own account, avatar, history, mentions. Guests in Easylim are free — don't economize here.

Long-term clients (months/years): for them a public link with expiry is constant pain. Every 90 days you regenerate, update in their tools, remind them. Better to add as a guest with permanent access — an exception to the "always set expiry" rule.

Legally-sensitive negotiations (contracts, NDA docs, M&A): these need an audit trail like DocuSign, not a public link. With a public link you can see who opened it, but you don't have legal proof for court.

As alternatives inside Easylim: for active collaboration — add them as a guest in team workspace. For collecting submissions without a live dashboard — a form. For async demos — a clip with an expiring link.

Sensitive data with compliance requirements → not a public link, even with password.
Active collaboration with write → guest user, not an Edit-link.
Long-term clients → guest with permanent access, not the expire-and-rotate cycle.

public link vs guest invite

Public link

no signup, no seat

read or comment

expire date · revoke

investors · viewers · roadmap

Guest user

signup + login required

full edit, mentions, history

free seat in easylim

long-term clients · partners

view → link · collaborate → guest

Quick takeaways

1Public link = client sees the live board with no account, no seat, no login friction.
2Always set an expiry date — without one, you lose control within 6 months.
3Comment is a good default for clients. Edit is rare — for active ones, use a guest user.
4Not for sensitive compliance-heavy data. For active collaboration — guest user, not an Edit-link.

Integrations