Sharing

Share your plan read-only or invite collaborators with custom permissions.

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Share a project link

Invite a user via the share link

Link sharing lets you send your plan read-only via WhatsApp, email or any other channel.

1. Open your project and click the 3 dots at the top right

2. Click on "Share"

3. Copy the link and send it

Choose what your contact can see:

• Plan : 2D, 3D and first-person view

• Quantity : Full project Quantity takeoff (Essentiel only)

• Cost estimate: Project Cost estimate (Intégral only)

• Comments and photos : Geolocated annotations on the plan

• Client info

⚠️ The link is read-only: your contact cannot edit the plan or copy it into their Workspace.

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Invite by email

Invite a user with their email address

The invitation lets you add a collaborator directly to the project with specific permissions:

1. Open your project and click the 3 dots at the top right

2. Click on "Share"

3. Enter your contact's email address

4. Click on Invite

5. Choose their permissions

6. Save the project to record the changes

The available permissions are:

• View plan : Required, included in all invitations

• View Quantity : Access to the full Quantity takeoff (Essentiel intégral)

• View Cost estimate : Access to the Cost estimate (Intégral only)

• Comment : Can view and add comments on the plan

• Copy: Can copy the plan into their own Workspace

💡 If your contact doesn't have a Visuary account, they will receive an invitation to create one. Once signed in, they will find the shared plan in their personal Workspace.

💡 You can change or revoke permissions at any time from the “Shared with” list on the project.

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Choose the sharing option that fits your needs

Needs	Link	Email invitation	PDF report
Quick send via WhatsApp	✅	—	—
No account required	✅	—	✅
Comment on the plan	—	✅	—
Copy into their Workspace	—	✅	—
Revocable permissions	✅	✅	—
Dimensioned 2D plan	✅	✅	✅ Essentiel / Intégral
Full quantity takeoff	✅ Essentiel	✅ Essentiel	✅ Essentiel / Intégral
Cost estimate	✅ Intégral	✅ Intégral	✅ Intégral
Renderings, elevations, surfaces	—	—	✅ Intégral
Downloadable / printable	—	—	✅ Essentiel / Intégral

Create a PDF report

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Access projects shared with me

Access the projects that have been shared with you

Find the projects that have been shared with you:

1. Click the 3 horizontal bars located at the top left of the projects page.

2. Click on "Shared with me": here you'll find all the projects that have been shared with you.

Edit a plan shared with me

To edit a plan shared with you:

1. Click the 3 horizontal bars located at the top left of the projects page.

2. Click on "Shared with me": here you'll find all the projects that have been shared with you.

3. Select a project to open it

4. Click the button "Copy" located in the banner at the top of the screen: the plan will now be editable and accessible from your personal Workspace.

If you don't see the "Copy" button, it means the user who shared it has not granted you permission to copy the plan.

Add collaborators to a Workspace

Files

The PDF report