Generate a secure link to share your presentation with clients through the Client Dashboard, or publish it to a public web link for builders, trades, or contractors. This article walks through both methods, the permission options, and how to revoke access.
Understanding your sharing options
Programa offers two ways to share a presentation:
Publish to Client Dashboard — a private, branded portal where your clients can view multiple presentations, schedules, and files in one place. Best for ongoing client collaboration; you control each client's permissions individually.
Publish to Web — a public link that anyone with the URL can access. Best for sharing with contractors, vendors, or anyone who doesn't need full project access.
📌 Important — clients can only approve or reject products through the Client Dashboard view. Public web links don't include the approval workflow.
How to share via the Client Dashboard
The Client Dashboard creates a branded portal where each client sees the schedules, presentations, and files you've shared specifically with them. You control each client's permissions individually.
Open your presentation.
Click Share in the topbar.
Toggle on Publish to Client Dashboard.
Enter your client's email address and click Add.
Click the Access dropdown next to their email and select their permission level.
(Optional) Set a thumbnail image — this is the cover image your client sees for the presentation in their Dashboard.
Repeat for additional clients on the same presentation.
💡 Tip — working privately? Toggle off Publish to Client Dashboard to hide the presentation from clients while you work on it. Toggle it back on when you're ready to share.
How to share via a public web link
A public web link lets anyone with the URL open the presentation. The link stays automatically updated, so recipients always see your latest version.
Open your presentation.
Click Share in the topbar.
Turn on Publish to Web.
Set the permission level for the public link.
Click the link icon to copy the URL.
Send the link to your recipient.
To make your presentation private again, toggle off Publish to Web. This deactivates the link, so anyone who tries to use it will see an "unavailable" message.
When a presentation is published to the web, you'll see "Public" with a green checkmark next to it in your project files list.
How to use the QR code
When you publish to web, a QR code is generated automatically. To access it, click the QR code icon that appears under the Publish to Web toggle in the Share dialog.
Scanning the QR code opens the live shared presentation on the scanner's device — no login required.
Common uses:
On-site builders and trades — include the QR code in your PDF export so they can scan it on their phone and pull up the live presentation while working on site.
Client meetings — let your client scan once and have the presentation open on their own device for the rest of the meeting.
Permissions: what your client can see
Presentations use the same permission options as schedules — you control whether your client sees supplier info, brand, pricing, product URLs, and whether they can approve or reject products.
For the full list of permission options and what each one controls, see How to share your Schedule with clients online.
How to remove a client's access
Open the Share dialog.
Click on the client's email address to open the dropdown.
Select Remove access.
The client's access to this presentation is revoked immediately. This only removes their access to this presentation — they keep their access to anything else you've shared with them via the Client Dashboard.
To revoke a public web link instead, toggle off Publish to Web in the Share dialog. This deactivates the link for everyone with the URL.
Mobile vs desktop
Your clients can open a shared presentation on mobile and it'll work, but desktop is the better experience. The all-items tray, multi-pin clicks, and product details panels are easier to use on a larger screen. Where possible, encourage your clients to use a laptop or desktop for design review.
Need more help? Contact our support team via live chat for personalized assistance.