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Sharing with clients

Share any deck, doc or dataset: they see it and what it is built from, down to the sources — and can ask their own agent about it.

Share your work with the people it is for — a client, an investor, an expert — and they get more than a file: they can open it in Aqmen, see where every figure comes from, and ask their own AI agent about it. They see what you shared and what it is built from, and nothing else.

Sharing is part of the Pro plan. Guests are free and unlimited: they don't take a seat.

What you can share

Anything with a page: a deck, a doc, a page, a spreadsheet, a chart, a view, a dataset, a transformation or a source.

When you share something, the person also gets everything it is built from, all the way down to the sources. Share a deck, and they can open the charts on its slides, the data behind each chart, and the report each number was taken from. That is the point: they can check the work, not just read it.

Nothing else in the workspace is visible to them. Other decks, other data, the project's notes, the rest of your team, the activity — none of it. What they see stays up to date: if a deck you shared starts using a new chart, they can open that chart too.

Share something

  1. Open what you want to share and choose Share, at the top right.
  2. Either invite people by email, or create a link:
    • Invite by email — type their addresses and choose Invite. Each person gets an email with a link that opens it, for them only: they sign in with the address you invited.
    • Anyone with the link can view — choose Create link and copy it. Whoever opens it can view what you shared. Send it where you like.
  3. They sign in — or sign up, which takes a minute and is free — and land right on what you shared.

Editors and admins of a workspace can share from it. Viewers can't.

What they can do

  • Read it in the app, as you see it, in its current version — not its history or notes.
  • Follow every figure to its source: open a chart from a deck, the data behind the chart, the page of the report behind the data.
  • Download it — a deck as PowerPoint, a doc as Word, a spreadsheet as Excel, data as CSV, a source as its file.
  • Ask their own agent. Connected to Aqmen, their agent can read what you shared — and only that.

They can't change anything, and they can't see anything you didn't share.

Who has access

The Share button shows how many people have access. Open it to see who:

  • People you invited or who came in by a link, with how they got access. Remove anyone's access with ×; it takes effect at once.
  • Invitations not opened yet. Cancel any of them.
  • People who can see it through something else you shared — a dataset is visible to whoever has a deck built on it. To change that, open the deck and manage it there.

To close a link, choose Revoke link: nobody new can come in by it, and those who already did keep access — remove them with ×. To stop sharing altogether, choose Stop sharing: nobody who was given access keeps it.

Owners and admins see everything the organization shares in Settings → Organization → Shares. Everyone something is shared with is listed under Guests in Settings → Organization → Members: open one to see what they have, or remove them altogether.

For the person you shared with

If something was shared with you, you have your own Aqmen account, with a space of your own to try it. In the organization that shared with you, the home page lists everything shared with you, and a banner on every page reminds you it is view only.

To ask your agent about it, connect it once — see Connect your agent — and ask: "Which Aqmen workspaces can you see?"