Control external battlecard sharing
External sharing lets your reps send read-only battlecards to prospects and customers through secure, expiring links. As an admin you control whether sharing is on at all, who can create links, which guests can open them, and what appears in a shared view — all from the External Sharing settings tab.
What you’ll do
Section titled “What you’ll do”- Turn external sharing on (it’s off by default).
- Choose which roles may create share links.
- Approve the guest email domains that can open gated links, and cap guest viewers.
- On Enterprise, choose which battlecard sections guests see.
- Review every link created across your workspace and revoke when needed.
Before you start
Section titled “Before you start”- You need the Admin role — this tab is admin-only.
- Decide which company domains your guests use, so you can approve them.
Open Settings, then click External Sharing in the sidebar.
Turn sharing on or off
Section titled “Turn sharing on or off”The top External Sharing card has the master switch. Sharing is off by default — flip it On to let your team start creating links.
Turning it off opens a Turn off external sharing? confirmation, because it immediately blocks every existing shared link and viewers see an unavailable state. Click Turn off sharing to confirm, or Keep sharing on to back out.
Choose who can create links
Section titled “Choose who can create links”In Who can create share links, pick one preset:
- Admins & editors — the recommended default.
- Admins, editors & viewers — everyone in the workspace can share.
- Admins only — the most restrictive.
Approve guest domains
Section titled “Approve guest domains”Guests prove who they are with a verification code sent to their email. Only workspace members, or guests whose email is at an approved domain, can request that code for a gated link.
In Approved domains, type a company domain (for example acme.com) and click Add. Remove one with the ✕ on its chip. Consumer/free-email domains (like gmail.com) are rejected. Your own company domain isn’t approved automatically — add it so colleagues can request access.
Cap guest viewers
Section titled “Cap guest viewers”In Guest viewer limit, set Maximum unique guest viewers to cap how many distinct verified guests can open gated battlecards in a rolling 30-day window, then click Save. Click Use plan default to fall back to your plan’s cap. The card also shows a live usage meter for the last 30 days.
Choose what guests see (Enterprise)
Section titled “Choose what guests see (Enterprise)”On the Enterprise plan, the Shared section visibility card controls which battlecard sections and fields appear in shared views — Overview, Market Position, Key Details, Win/Loss Themes, Objection Handling, Products, and approved Field Insights. Expand a section to hide individual fields within it. Win/Loss Analysis is never shared. These restrictions always apply to shared links, even if your plan later changes.
Review and revoke links
Section titled “Review and revoke links”The Active share links card lists every external link created across your workspace, with who created it, its access mode, when it expires, and its status. Filter by status or access mode, and:
- Revoke a single link from its row.
- Revoke all with the header button — confirm Revoke all links to kill every active link at once. This can’t be undone.
A guest-domain breakdown at the bottom shows which domains have been viewing, without exposing individual email addresses.
Good to know
Section titled “Good to know”- External sharing is not the same as public sharing. External links are gated — guests verify by email against your approved domains. Public link sharing (no verification) is a separate capability that must be enabled for your account; see Enable public battlecard sharing.
- If the whole tab shows “Sharing is temporarily disabled,” sharing is paused platform-wide by Playwise HQ. You can still turn sharing off and revoke links, but settings can’t be changed until the pause lifts.
- Reps create the links themselves from a battlecard — see Share a battlecard externally.