Sharing With Stakeholders

Primary Method: Invite “Viewers”

The best way to share content in Vistaly with stakeholders (execs, other teams, etc.) is to add the as Viewers on the Manage Team page.

When you invite a colleague as a Viewer, they’ll be able to view everything in it - everything on the Tree, Roadmap, and Reports Views.

Whereas Viewers can access the entirety of a Workspace, share links are a way to share a specific subset of just the tree view.

Share links are created on a card by selecting the share tab (or button). Each shared link can be either Open or Restricted (aka password protected).

What gets shared

Whichever card was selected for sharing will be at the top of the tree in the shared view. Only the shared card, and all of its children, will be available in the share link. If the top product card in the tree is shared, the entire tree will be visible in the share link.

Once a share link has been created, copy the URL by selecting the “Copy Share Link” button, which will copy the link to your clipboard.

Setting a password

To add a password to an open link, select “Set password”, and enter the new password.

Changing a password

If you forget the password or want to set a new one on a Restricted link, the steps are similar to “Set password”, but instead, select “Change password.”

Removing a password

Should you decide to turn a Restricted link into an Open Link, select “Change password”, then choose “Open Link”, which will prompt you with a confirmation about changing the share link type.

To keep track of all share links in a workspace, use the “Shared Links” menu, available at the top of the Tree view.

A shared link will look something like this:

https://app.vistaly.com/s/CNzf3IYDBNwiUdrDuF3yHUNAECp2XodES_DRApyIrPThPgzMDAAi1XYlEKo4Fced.

Open links, load the tree immediately, and restricted links will prompt the visitor for the correct password.