Skip to main content
Time: 10 minutes | Level: Intermediate
Prerequisites: Customizing Helpers

​
What You’ll Learn

  • Understand the different sharing modes (delegation, collaboration, template)
  • Share a helper with specific people
  • Create public widget links for dashboards
  • Generate QR codes for quick sharing
  • Manage permissions and revoke access

​
Sharing Modes

Peanuts offers three ways to share a helper:
ModeWhat’s SharedUse Case
DelegationThey log on your behalfCaregiver logging for parent, assistant for boss
CollaborationWork together, shared dataFamily expenses, team tracking
TemplateStructure only, no dataShare your setup without revealing entries

Delegation

They add entries for you. Data stays in your account.

Collaboration

Everyone sees and contributes to the same entries.

Template

They get a copy of your helper structure. No data shared.

​
Permission Levels

Within delegation and collaboration, you control what the person can do:
RoleViewAddEditDelete
Viewer✅❌❌❌
Contributor✅✅❌❌
Editor✅✅✅✅
  • Viewer: Can only see entries (great for dashboards)
  • Contributor: Can add new entries but not modify existing ones
  • Editor: Full access to view, add, edit, and delete entries

​
Sharing with Specific People

1

Open Helper Settings

Navigate to your helper and tap the gear icon → Share.
2

Choose Share Type

Select Delegation, Collaboration, or Template.
3

Enter Email or Username

Type the email address or Peanuts username of the person you want to share with.
4

Set Permission Level

Choose Viewer, Contributor, or Editor (not applicable for templates).
5

Send Invitation

Tap Send Invite. They’ll receive an email and in-app notification.
The recipient clicks the invitation link to accept and access the shared helper.
Widget links let anyone with the URL view your helper—perfect for public dashboards.
1

Open Share Settings

Go to helper settings → Share → Widget Link.
2

Enable Widget Sharing

Toggle on Create Widget Link.
3

Configure Access

  • Require password: Add a password for extra security
  • Allow anonymous view: Let visitors see without logging in
  • Show entry form: Let visitors submit entries (feedback forms)
4

Copy the Link

Copy the generated URL to share anywhere.
OptionWhat It Does
Custom slugUse peanutsapp.com/w/my-dashboard instead of a random ID
Password protectionRequire a password to view
ExpirationAuto-disable after a set date
Hide headerClean embedded look
Show entry formAllow submissions (feedback, requests)

​
Embedding Widgets

Embed your helper’s widget on any website:
1

Get Embed Code

In widget settings, tap Embed Code.
2

Copy the Code

Copy the provided iframe code.
3

Paste on Your Site

Add the code to your website HTML where you want the widget to appear.

​
Example Embed Code

<iframe 
  src="https://peanutsapp.com/embed/abc123" 
  width="100%" 
  height="400" 
  frameborder="0"
></iframe>
Embedded widgets are perfect for public dashboards, status pages, or client portals.

​
QR Codes

Generate QR codes for instant mobile access to your shared helper.
1

Open Widget Settings

Go to Share → Widget Link settings.
2

Generate QR Code

Tap Generate QR Code.
3

Download or Share

  • Download as PNG for printing
  • Share directly to social media or messaging apps

​
QR Code Use Cases

Event Feedback

Display at events for instant feedback submission.

Product Tracking

Attach to products for warranty or service logging.

Restaurant Menu

Link to a specials tracker or feedback form.

Business Cards

Add to business cards linking to your contact helper.

​
Template Sharing

Share your helper setup without sharing any data:
1

Choose Template Mode

In Share settings, select Share as Template.
2

Generate Template Link

Copy the template link.
3

Recipients Copy the Structure

When they open the link, they get a copy of your helper with:
  • All fields and field configurations
  • Widget layouts
  • Appearance settings
  • No entries or data
Template sharing is great for sharing your best helper setups with friends, communities, or clients.

​
Managing Shares

​
View Active Shares

Go to Settings → Sharing to see all helpers you’ve shared and who has access.

​
Revoking Access

1

Find the Share

Open the helper → Settings → Share → Manage Shares.
2

Find the Person

Locate the person or link you want to revoke.
3

Revoke

Tap Revoke Access and confirm.
Access is removed immediately. For widget links, the URL stops working.

​
Changing Permissions

You can change someone’s role (Viewer → Contributor → Editor) at any time without revoking and re-inviting.

​
Privacy Considerations

Before sharing, consider what data is visible:
  • All entries are visible to collaborators
  • Widget viewers see widget summaries (not raw entry data)
  • Delete sensitive entries before sharing if needed

​
Best Practices

DoDon’t
Use the minimum permission neededGive everyone Editor access
Set expiration dates for temporary sharesLeave old shares active indefinitely
Use passwords for sensitive widgetsShare public links for private data
Review shares periodicallyForget about who has access

​
Exercise

Practice: Create a Shareable Widget

Create a public dashboard for your expense tracker:
  1. Open your expense tracker settings
  2. Go to Share → Widget Link
  3. Enable widget sharing with these settings:
    • Allow anonymous view: On
    • Show entry form: Off (view only)
    • Set a custom slug: my-expenses (or your choice)
  4. Copy and test the link
    • Open in an incognito/private browser window
    • Verify you can see the widget without logging in
  5. Generate a QR code
    • Download the QR code
    • Test by scanning with your phone
  6. Optional: Share a template
    • Create a template link for your helper
    • Open in incognito to see the “copy helper” experience
Bonus: Invite a friend or family member as a Contributor to test collaboration!

​
Key Takeaways

Remember:
  • Delegation = they log for you
  • Collaboration = shared access to same data
  • Template = share structure, not data
  • Viewer < Contributor < Editor (permission levels)
  • QR codes make sharing frictionless
  • Review and revoke old shares periodically

​
Troubleshooting

  • Check the recipient’s spam folder
  • Verify the email address is correct
  • Resend the invitation from Manage Shares
  • The link may have been revoked or expired
  • Password protection may be enabled
  • Check if the helper was deleted or archived
  • Some website builders block iframes
  • Try using the direct widget link instead
  • Check your site’s content security policy
  • Verify their role has view permission
  • Check if they accepted the invitation
  • For delegation, entries appear in your account, not theirs

​
Next Steps

Knowledge Base Fundamentals

Level up with document-powered helpers

Widget Sharing Reference

Complete widget sharing documentation