Suggestions

:speech_balloon:

View-only URL for a plan

A simple view-only unique, randomized URL to share a view of a plan with everything read-only and non-editable.. The randomized URLs would have a time limit or the ability to disable the link manually.

2 votes

Tagged as Suggestion

Suggested 11 September by user Duke Crow

  • Sign in to comment and vote. Sign in by email
  • 11 September Duke Crow suggested this task

  • avatar

    Our Pro version of ProjectionLab already implements a Read-only version. I think that’s the best context for this functionality, as it provides Advisors or Coaches the ability to share a read only plan with their clients.

    But what use case are you thinking about here?

    14 September
  • avatar

    Main use case for me is sharing with my wife for her to keep tabs on certain, specific things. She is pretty ignorant when it comes to finances and investments and is only interested in seeing specific things. So this would make it easy for me to share only the views she wants/needs to see without her being overwhelmed with navigating the entire site. Also, makes it more tamper-proof where I don’t have to worry about the kids getting into the account on her phone and accidentally messing with things, LOL.

    15 September
  • 19 September Shawn Sansom approved this task