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Share account intelligence with team members and external stakeholders through multiple sharing options.

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Accessing Share Options

Click the Share button in the top right of any account page.

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Sharing with Workspace Members

Email Account Plan

Send account intelligence to existing workspace members via email with a direct link

Copy Account Link

Share a direct link with teammates who already have workspace access

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Admin-Only Features

The following features require admin permissions in your workspace.

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Invite New Users

  • Email invitations to new users to join your workspace
  • New users gain access to shared account intelligence

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Create Public Pages

  1. Toggle Share with Anyone to create a public link
  2. Configure sharing settings:
    • Expiration Date: Set link expiry (optional)
    • Password Protection: Add password security (optional)
    • Page Selection: Choose which account pages to include
  3. Share the public link with external stakeholders
Public pages allow you to share account intelligence with prospects, partners, or other external parties without requiring PG:AI access.