# Sharing and invites

> Every way to share in PlexiDesk, from desks and rooms to widgets, documents and files, and where the things people share with you arrive.

Source: https://plexiidesk.com/help/sharing-and-invites
Section: People and sharing > Share and collaborate
Plans: All plans
Updated: 2026-10-10

PlexiDesk gives you several ways to share, depending on who the other person is and what they need: to work on a desk with you, to try a copy of it, to watch it change, or to keep a record of it. This page helps you pick the right one and shows where the things other people share with you arrive.

Sharing works on every plan.

## Choose how to share

| You want to | Use | Guide |
| --- | --- | --- |
| Work on a desk or room together with people who use PlexiDesk | **Specific people** in the share sheet | [Share a desk with specific people](https://plexiidesk.com/help/share-desk-with-people) |
| Let anyone try a working copy of a desk in their web browser | **Anyone with the link** > **A desk they can use** | [Share a desk anyone can use](https://plexiidesk.com/help/share-public-desk-link) |
| Let anyone watch a desk change as you work, without touching it | **Anyone with the link** > **A live view they can watch** | [Publish a live view of a desk](https://plexiidesk.com/help/share-live-web-view) |
| Send a frozen copy to read, and optionally to keep | **Anyone with the link** > **A snapshot they can read** | [Share a read-only snapshot](https://plexiidesk.com/help/share-snapshot-and-viewer) |
| Share one widget, document or file | **Share...** on a widget, **Share** in an office editor, or **Create public link** in Files | [Share a widget, document or file](https://plexiidesk.com/help) |
| Give a desk, room or file to your organisation or a group in it | **Share with team or group** | [Share with your team or a group](https://plexiidesk.com/help) |

## Open the share sheet for a desk or room

Most sharing of desks and rooms happens in one place, the share sheet.

From an open desk:

1. Click the desk's name in the header to open the desk menu. See [The desk menu](https://plexiidesk.com/help/desk-menu).
2. Under **This desk**, click **Share…**.

From a list of your rooms or desks:

1. Open **All rooms** or **All desks**. See [Browse All rooms and All desks](https://plexiidesk.com/help/rooms-desks-index).
2. Point at the room or desk and click its link icon, or right-click it, then click **Create public link**.

The share sheet opens either way, with **Specific people** selected. You can still choose **Anyone with the link** from there.

## The two questions in the share sheet

The share sheet asks two questions, in order.

**Who can open this desk?** For a room, it asks about the room.

- **Specific people**: they sign in, and changes sync both ways. You choose people by name, @handle or email address.
- **Anyone with the link**: no account and no install needed.

**What do they get?** This second question appears when you choose **Anyone with the link**:

- **A desk they can use**: a working copy that opens in a web browser. They can move things, type and try it out, and whatever they change stays theirs and never comes back to you.
- **A live view they can watch**: a read-only web page that follows your changes. It suits a status board, or a client who should see progress without editing.
- **A snapshot they can read**: a frozen copy of the desk as it is right now. It does not update, and you can let people add it to their own workspace.



Under the choices, **Links to this desk** lists the usable-desk links and snapshot links you have made for this desk. Each has a **Copy this link** button and a **Stop this link working** button.

Each usable-desk link also has **Update link**. It changes what the link shows to the desk as it is now, and the address stays the same. See [Update what a link shows](https://plexiidesk.com/help/share-public-desk-link#update-what-a-link-shows).

## Before you start

- **Sign in.** Sharing with specific people, making a desk they can use, publishing a live view and emailing a snapshot all need you to be signed in to PlexiDesk. See [Create an account and sign in](https://plexiidesk.com/help).
- **Every plan.** Sharing, links and working together in real time are included on Free, Pro and Team.
- **Only the owner changes who has access.** Only the desk's owner can change who a desk is shared with.
- **Anyone who has a link can open it.** Send links only to the people you mean to share with, and stop a link when it is no longer needed.

## Share a widget, document or file

You can share a single item without sharing the whole desk:

- **A widget**: right-click it and click **Share...**.
- **An office file**, such as a document, spreadsheet or deck: click **Share** at the top of the editor.
- **A file or folder in Files**: right-click it and click **Create public link**.

Choose **View only** or **View + add to their workspace**, then click **Create link & copy** and paste the link wherever you like. You can also invite people under **Invite by email**. Each person you invite is listed as **invited**, or as **joined** once the share has reached their PlexiDesk account.

Sharing an office document with specific people turns it into a live document that you edit together.

See [Share a widget, document or file](https://plexiidesk.com/help) and [Work together in real time](https://plexiidesk.com/help/real-time-collaboration).

## Share with your team or a group

If you are working in your Personal workspace and you also belong to an organisation, you can give a room, desk or file to that organisation. Right-click it in **All rooms**, **All desks** or **Files** and click **Share with team or group**. You then choose everyone in the organisation, one of its groups, or one specific person.

See [Share with your team or a group](https://plexiidesk.com/help).

## Invite people

There are three other kinds of invitation in PlexiDesk:

- **To your organisation.** An organisation admin invites people by email, with a role, on the organisation page. Someone who already has a PlexiDesk account with that address is added straight away. Anyone else joins when they sign up with that address, so tell them you have invited them and which address to use. See [Set up and manage your organisation](https://plexiidesk.com/help).
- **To a meeting.** When you start or schedule a meeting, PlexiDesk emails the invitations from the mailbox you connected in Mail. See [Meeting invitations and joining](https://plexiidesk.com/help).
- **As a contact.** In Chat, start a new message with someone's email address. They get a request to accept in their **Inbox**. See [Direct messages and channels](https://plexiidesk.com/help).

## Where shares arrive

When people share with you, it reaches you in these places:

- **The Shared page.** In the side menu, under **Rooms**, click **Shared**. Rooms, desks and widgets sent to you as a copy wait here until you add them to your workspace. See [Rooms and desks shared with you](https://plexiidesk.com/help/shared-with-me).
- **Your workspace.** A desk or room someone shares with you by name appears in a room called **Shared with me**, and in **All rooms** and **All desks**. A small round badge shows the first letter of the sharer's name. Rest the pointer on it to see **Shared by** and their name.
- **Inbox.** In Office, under **Communicate**, click **Inbox**. Items shared with you are listed there with your chat messages and contact requests. See [Inbox: your notifications](https://plexiidesk.com/help).
- **Email.** When someone sends a snapshot, widget, document or file to your email address from PlexiDesk, you get an email about it. If you already have a PlexiDesk account with that address, the share also appears on your **Shared** page.

## Common questions

**Do people need PlexiDesk to open what I share?**
Not for links. A desk they can use, a live view and a snapshot all open in a web browser, with no account. People you share with as **Specific people** need a PlexiDesk account, because they sign in to work on the desk with you.

**How do I stop sharing something?**
For people, open the share sheet and click the **×** beside their name. For a usable-desk or snapshot link, click **Stop this link working** beside it under **Links to this desk**. For a live view, click **Stop sharing**. Each guide below has the details.

**Which link should I send to someone who does not use PlexiDesk?**
Send **A desk they can use** if they should try it, **A live view they can watch** if they should follow your progress, or **A snapshot they can read** if they need a copy of how it looks today.

**Can someone I send a link to share the desk onward?**
Visitors to a desk they can use cannot share it on from the page it opens in. Anyone who has a link can still pass the link itself to someone else, so stop a link when you no longer want it used.

## Related tasks

- [Share a desk with specific people](https://plexiidesk.com/help/share-desk-with-people)
- [Share a desk anyone can use](https://plexiidesk.com/help/share-public-desk-link)
- [Publish a live view of a desk](https://plexiidesk.com/help/share-live-web-view)
- [Share a read-only snapshot](https://plexiidesk.com/help/share-snapshot-and-viewer)
- [Share a widget, document or file](https://plexiidesk.com/help)
- [Share with your team or a group](https://plexiidesk.com/help)
- [Work together in real time](https://plexiidesk.com/help/real-time-collaboration)
- [Rooms and desks shared with you](https://plexiidesk.com/help/shared-with-me)
