User Guide
User GuideWorkspacesSharing

Sharing & Collaboration

Share your workspace intelligence with team members and stakeholders using secure share links. Control access levels and protect sensitive research with optional password protection.

Explain Like I'm 5
It's like sharing a Google Doc. You click "Share," choose who can see it, and send them a link. They can view all the research in your workspace without needing their own MarketGeist account. You can even add a password if the research is sensitive — like putting a lock on your diary.

What Does It Do?

The Sharing feature lets you generate a unique URL for any workspace. Anyone with the link can view the workspace's canvas, reports, and intelligence data in a read-only format. You can optionally require a password for access. This is ideal for sharing research with stakeholders who don't have MarketGeist accounts — investors, board members, external consultants, or cross-functional teams.

Why It Matters

Stakeholder visibility — share research with executives and board members without requiring them to log in
Cross-team collaboration — let product, marketing, and sales teams all see the same competitive intelligence
Client deliverables — agencies can share research workspaces with clients as a value-add
Security controls — password protection and revocable links keep sensitive data safe
No seat cost — viewers don't need their own MarketGeist subscription

How to Share a Workspace

1

Open the workspace you want to share

Navigate to the workspace from your workspace list.

2

Click the Share button

Look for the Share icon in the workspace toolbar. This opens the sharing dialog.

3

Configure access

Choose whether to require a password. If yes, set a password that you'll share separately with recipients.

4

Copy and distribute the link

Copy the generated share URL and send it via email, Slack, or any messaging tool. Recipients see a read-only view of the workspace.

Share Link Access Levels
Access TypeWho Can SeeAuthentication Required
Public LinkAnyone with the URLNone
Password-Protected LinkAnyone with the URL + passwordPassword only
Owner OnlyOnly the workspace creatorFull MarketGeist login
Pro Tip
When sharing with external stakeholders, generate the workspace report first so they see a polished executive summary rather than just raw canvas nodes. The Report view is more digestible for people who aren't familiar with MarketGeist's interface.