Skip to main content
Ref Plans offers several ways to share your work with others. Each share can grant Can view or Can edit. Set link access from the Share button in the plan header. One dropdown controls who the link admits:
  • Restricted — Only people you’ve added can access the plan
  • Public — can view — Anyone with the link can view
  • Public — can edit — Anyone with the link can edit
New public links default to Public — can view. Existing public links keep their previous access — plans that were already public when sharing implied edit stay Public — can edit. Anyone with a public link can read the plan without signing in. The view updates live, stays view-only, and includes a path to sign up. Public plans are not indexed by search engines. Signed-in visitors who open a shared link get the full app experience, and the plan appears in their Recents. Changing a public link from can edit to can view moves connected viewers into the view-only experience immediately, without kicking them out. Changing can view to can edit takes effect the next time they reload.

​
Email-based access

Add specific people by email from the Share modal:
  1. Click the Share button in the plan header
  2. Enter an email address and choose Can view or Can edit
  3. The recipient receives an invitation email with a link to the plan
  4. They get the access you chose once they sign in
You can change a person’s access later from their menu in the Share panel. Changing an invitee from Can edit to Can view takes effect the next time they reload.

​
View-only access

Signed-in viewers see a live document with a View only badge. They cannot edit content, the title, comments, PR links, or media. Existing comments are visible read-only. Viewers can still chat and run agents on the plan. Agent runs bill the viewer, and the agent cannot edit the plan. Access levels are enforced server-side everywhere, including the API and MCP. The same level applies whether someone opens the plan in the browser or through an agent.

​
Team visibility

For plans created under a team, you can control how the plan appears to other team members:
  • Personal — Only you see the plan in your sidebar. Other team members won’t discover it through search or browsing.
  • Shared — The entire team can discover the plan in their sidebar and search results.
Note: Team visibility only controls sidebar and search discoverability. Team members who have a direct link can always access the plan regardless of the visibility setting. Their access level comes from team membership — admins and writers can edit; readers can view — and is not affected by the link setting. When someone has more than one grant, the strongest one wins.

​
How to share

  1. Open your plan
  2. Click the Share button in the plan header
  3. Choose your sharing method:
    • Set link access to Restricted, Public — can view, or Public — can edit
    • Add emails and choose Can view or Can edit for each person
    • Set visibility to control team discoverability