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Use a share link when someone outside your workspace needs to read a report, such as a board update or a cash forecast. The link opens the Page read-only, without a sign-in or a cfo.ai account, in the Scenario you choose. Everyone inside your workspace can already open every Page, so you do not need a link for teammates.
Ask Ari for a view-only link and name the Page:
Create a view-only link to the Board summary Page.
Ari returns the link’s address. To have one link open several Pages, name them all. The Page you name first is where the link lands, and every Page opens in the Scenario your chat is in:
Create a view-only link to the Board summary Page that also opens the Cash forecast and Headcount plan Pages.
Creating a link does not change the Model. Ari cannot add a password, give the link a memorable address, or turn a link off; do those in the Share panel.
The link works for anyone who has it until you turn it off, and cfo.ai does not list it publicly. It never lets the reader edit anything. To see exactly what a reader can and cannot see, read Sharing and access.

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Change a link’s Scenario or password

  1. Open the Page and select Share.
  2. On the link, open Link settings.
  3. Change Shared scenario, turn Require password on or off, or select Generate password for a new one. Show password displays the current password.
  4. Select Save changes.
Saving replaces the link: the old address stops working, people who opened the Page through it lose that access, and the new address is shown in its place. Send the new address to everyone who should keep reading. A link without a password gets a short public address and a preview card. The card is the picture, headline, and description that chat and social apps show when someone pastes the link. cfo.ai writes the first preview from the Page. The card names cfo.ai unless an administrator turns on Show the brand on link previews in Settings → General → Brand; see Brand your workspace.
  1. On the link, select Edit share preview.
  2. Edit the card’s Headline and Description. For a different picture, select Create new artwork and choose one of the three options it makes.
  3. Select Publish changes.
  4. To give the link a readable address, type it under Memorable address, such as board-update, and select Update. Copy link copies the address.
A memorable address can be guessed, so use a password-free link only for Pages you are happy for anyone with the address to read. Changing the address retires the old one. A link that needs a password has no memorable address or preview to edit; its password prompt shows your brand when Show the brand on link previews is on.
  1. Open the Page and select Share.
  2. On the link, select Turn off external link (the trash icon).
  3. Also remove access already granted by this link starts checked, so everyone who opened the Page through the link loses access too. To let them keep their access, clear it.
  4. Select Turn off link.
Every message in the Share panel, and what a reader sees when a link is off or needs a password, is listed in The cfo.ai interface.