Sharing & Collaboration

Sharing a session

After analysis completes, click the Share button to open sharing options:

• Share Access — Invite specific people by email with role-based access
• Download (.md) — Export results as a Markdown file
• Print / Save as PDF — Open your browser’s print dialog
• Copy — Copy formatted results to your clipboard

Roles

When sharing with others, you can assign one of these roles:

Role	Can view	Can comment	Can edit	Can share
Viewer	Yes	No	No	No
Commenter	Yes	Yes	No	No
Editor	Yes	Yes	Yes	No
Owner	Yes	Yes	Yes	Yes

The Owner role is automatically assigned to the session creator.

Guest access

People you share with don’t need a Plannd account to view results. They’ll receive an email with a secure link. If they later sign up, their access is preserved.

Briefing card

After a meeting summary analysis, Plannd shows a Briefing Card — a quick overview where you can confirm action item assignments and share with attendees in one step.