Quick Access
This guide provides instructions on using Shares to share project data in the Smart Site Plan Platform.
Creating a Share
Create a share to distribute your project data with others.
- In the Smart Site Plan interface, select the button labeled Share at the bottom-right of the panel.
- Customize the share by entering a Name, selecting a Basemap, and adding a Description in the provided fields.
- After creating the share, view it by selecting the button labeled Main Menu at the top-left corner, then accessing the share’s data.
Managing Shares
View and manage share details such as creation date, view count, status, and sharing options.
- In the share card, view the creation date displayed at the top-left, next to the calendar symbol.
- View the number of times the share has been accessed, shown at the top-right, next to the eyeball symbol.
- Toggle the share’s status between Active and Inactive. When set to Inactive, the share is not publicly accessible.
- Select the button labeled View Share to navigate directly to the share.
- Select the button labeled Delete Share to permanently remove the share and its data. To recover deleted data, contact Smart Site Plan Support.
- Use the following options in the share card’s toolbar:
- Copy Share Link: Copy the share’s URL to your clipboard.
- Share Project State: Save and share the current project data state, allowing other Smart Site Plan users to activate the same data in the same project.
- Create Embed Code: Copy the embed code for the share to your clipboard.
- Note: All included data in the share is public until the share’s status is set to Inactive or the share is deleted.
Editing Your Share
Modify an existing share’s settings or data.
- Select the button labeled Main Menu at the top-left corner to open the main menu.
- Navigate to the Account section.
- In the Account section, locate the Shares area and select the share you wish to edit to access its settings.
Supported Data
Shares support most active visual data, respecting toggle order and opacity settings. You can toggle data on or off to control its initial visibility in the share or remove it entirely using the X button next to the toggle.
Layers
Active layers are included in the share with their features and information. Toggle layers on or off to set initial visibility, or select the X button to exclude them. Note: Attached files within layer entities become public in the share. To restrict access, set the share to Inactive or delete it, as described in the Editing Your Share section. Layers appear under the Layers subtitle in the share card, with a palette circle next to the name.
Open Data
Active Open Data sources are included in the share and appear under the Layers subtitle in the share card, with an i circle next to the name. Select the circle to view the source’s URL and legend. Toggle on or off to set initial visibility, or select the X button to exclude.
Custom Maps
Active Custom Maps are included in the share and appear under the Custom Maps subtitle in the share card. Toggle on or off to set initial visibility, or select the X button to exclude.
Images
Active Images are included in the share and appear under the Images subtitle in the share card. Toggle on or off to set initial visibility, or select the X button to exclude.
Sketches
Active Sketches are included in the share and appear under the Sketches subtitle in the share card. Toggle on or off to set initial visibility, or select the X button to exclude.
Need more help with Shares? Our team is here to help. You can reach us at Smart Site Plan Support.