> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peanutsapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing and Collaboration

> Share helpers with others—from view-only dashboards to full team collaboration

<Info>
  **Time:** 10 minutes | **Level:** Intermediate\
  **Prerequisites:** [Customizing Helpers](/tutorials/intermediate/customizing-helpers)
</Info>

## 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:

| Mode              | What's Shared              | Use Case                                         |
| ----------------- | -------------------------- | ------------------------------------------------ |
| **Delegation**    | They log on your behalf    | Caregiver logging for parent, assistant for boss |
| **Collaboration** | Work together, shared data | Family expenses, team tracking                   |
| **Template**      | Structure only, no data    | Share your setup without revealing entries       |

<CardGroup cols={3}>
  <Card title="Delegation" icon="user-check">
    They add entries **for you**. Data stays in your account.
  </Card>

  <Card title="Collaboration" icon="users">
    Everyone sees and contributes to the **same** entries.
  </Card>

  <Card title="Template" icon="copy">
    They get a **copy** of your helper structure. No data shared.
  </Card>
</CardGroup>

***

## Permission Levels

Within delegation and collaboration, you control what the person can do:

| Role            | View | Add | Edit | Delete |
| --------------- | ---- | --- | ---- | ------ |
| **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

<Steps>
  <Step title="Open Helper Settings">
    Navigate to your helper and tap the **gear icon** → **Share**.
  </Step>

  <Step title="Choose Share Type">
    Select **Delegation**, **Collaboration**, or **Template**.
  </Step>

  <Step title="Enter Email or Username">
    Type the email address or Peanuts username of the person you want to share with.
  </Step>

  <Step title="Set Permission Level">
    Choose **Viewer**, **Contributor**, or **Editor** (not applicable for templates).
  </Step>

  <Step title="Send Invitation">
    Tap **Send Invite**. They'll receive an email and in-app notification.
  </Step>
</Steps>

The recipient clicks the invitation link to accept and access the shared helper.

***

## Creating Public Widget Links

Widget links let anyone with the URL view your helper—perfect for public dashboards.

<Steps>
  <Step title="Open Share Settings">
    Go to helper settings → **Share** → **Widget Link**.
  </Step>

  <Step title="Enable Widget Sharing">
    Toggle on **Create Widget Link**.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Copy the Link">
    Copy the generated URL to share anywhere.
  </Step>
</Steps>

### Widget Link Options

| Option                  | What It Does                                               |
| ----------------------- | ---------------------------------------------------------- |
| **Custom slug**         | Use `peanutsapp.com/w/my-dashboard` instead of a random ID |
| **Password protection** | Require a password to view                                 |
| **Expiration**          | Auto-disable after a set date                              |
| **Hide header**         | Clean embedded look                                        |
| **Show entry form**     | Allow submissions (feedback, requests)                     |

***

## Embedding Widgets

Embed your helper's widget on any website:

<Steps>
  <Step title="Get Embed Code">
    In widget settings, tap **Embed Code**.
  </Step>

  <Step title="Copy the Code">
    Copy the provided iframe code.
  </Step>

  <Step title="Paste on Your Site">
    Add the code to your website HTML where you want the widget to appear.
  </Step>
</Steps>

### Example Embed Code

```html theme={null}
<iframe 
  src="https://peanutsapp.com/embed/abc123" 
  width="100%" 
  height="400" 
  frameborder="0"
></iframe>
```

<Tip>
  Embedded widgets are perfect for public dashboards, status pages, or client portals.
</Tip>

***

## QR Codes

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

<Steps>
  <Step title="Open Widget Settings">
    Go to Share → Widget Link settings.
  </Step>

  <Step title="Generate QR Code">
    Tap **Generate QR Code**.
  </Step>

  <Step title="Download or Share">
    * Download as PNG for printing
    * Share directly to social media or messaging apps
  </Step>
</Steps>

### QR Code Use Cases

<CardGroup cols={2}>
  <Card title="Event Feedback" icon="calendar">
    Display at events for instant feedback submission.
  </Card>

  <Card title="Product Tracking" icon="box">
    Attach to products for warranty or service logging.
  </Card>

  <Card title="Restaurant Menu" icon="utensils">
    Link to a specials tracker or feedback form.
  </Card>

  <Card title="Business Cards" icon="id-card">
    Add to business cards linking to your contact helper.
  </Card>
</CardGroup>

***

## Template Sharing

Share your helper setup without sharing any data:

<Steps>
  <Step title="Choose Template Mode">
    In Share settings, select **Share as Template**.
  </Step>

  <Step title="Generate Template Link">
    Copy the template link.
  </Step>

  <Step title="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
  </Step>
</Steps>

<Tip>
  Template sharing is great for sharing your best helper setups with friends, communities, or clients.
</Tip>

***

## Managing Shares

### View Active Shares

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

### Revoking Access

<Steps>
  <Step title="Find the Share">
    Open the helper → Settings → Share → **Manage Shares**.
  </Step>

  <Step title="Find the Person">
    Locate the person or link you want to revoke.
  </Step>

  <Step title="Revoke">
    Tap **Revoke Access** and confirm.
  </Step>
</Steps>

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

<Warning>
  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
</Warning>

### Best Practices

| Do                                        | Don't                                |
| ----------------------------------------- | ------------------------------------ |
| Use the minimum permission needed         | Give everyone Editor access          |
| Set expiration dates for temporary shares | Leave old shares active indefinitely |
| Use passwords for sensitive widgets       | Share public links for private data  |
| Review shares periodically                | Forget about who has access          |

***

## Exercise

<Card title="Practice: Create a Shareable Widget" icon="dumbbell">
  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!
</Card>

***

## Key Takeaways

<Tip>
  **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
</Tip>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Invitation not received">
    * Check the recipient's spam folder
    * Verify the email address is correct
    * Resend the invitation from Manage Shares
  </Accordion>

  <Accordion title="Widget shows 'Access Denied'">
    * The link may have been revoked or expired
    * Password protection may be enabled
    * Check if the helper was deleted or archived
  </Accordion>

  <Accordion title="Can't embed on my website">
    * Some website builders block iframes
    * Try using the direct widget link instead
    * Check your site's content security policy
  </Accordion>

  <Accordion title="Shared user can't see entries">
    * Verify their role has view permission
    * Check if they accepted the invitation
    * For delegation, entries appear in your account, not theirs
  </Accordion>
</AccordionGroup>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Knowledge Base Fundamentals" href="/tutorials/advanced/knowledge-base-fundamentals" icon="book">
    Level up with document-powered helpers
  </Card>

  <Card title="Widget Sharing Reference" href="/features/widget-sharing" icon="globe">
    Complete widget sharing documentation
  </Card>
</CardGroup>