Sharing a link vs. adding a teammate?

These are two different ways to give people access. Use a shared link when someone just needs to read the analysis. Add a teammate (available on the Scale plan) when someone needs to sign in and work alongside you.

Anyone with the link (any plan):

  • Read-only. No sign-in required.
  • Recipients see the analysis but can't change anything: no re-running, no adding or removing competitors, no Monitoring settings.
  • You can enable or disable it any time from Sharing Settings.
  • Right for sending the analysis to a client, an exec, or anyone outside your team.

Adding a teammate (Scale plan):

  • The Scale plan includes seats, so you can invite people who each sign in with their own email.
  • Teammates you add can create projects, add or remove competitors, re-run analyses, and change Monitoring.
  • Projects default to shared with the team, and each project's sharing can be adjusted any time from its Sharing Settings.
  • Right for a working team that needs to collaborate, not just view. If you are on Scale but working on your own, you can simply not add anyone.

For sharing settings on a single analysis, see how do I share an analysis?. For how teams work, see how teams work.

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