Share your plan with the right people

Choose the right share link

Start with what the recipient needs to do, not their job title.

Enable and copy a share link

Each link opens the level that was selected when you copied it.

1. 1

   Select the level to share

   Open the plan and choose the level the recipient should see. Share links are level-specific, so check this before you copy one.

2. 2

   Open Share

   Choose Share in the planner toolbar. Operations, Trader lookup and Presentation are controlled separately, so one can be available without exposing the others.

3. 3

   Enable the right view

   Turn on the link that matches the recipient's task. Leave the other links off unless another audience genuinely needs them.

   

4. 4

   Copy and send the link

   Choose Copy link and send it through the channel your team already uses. The recipient can open it without creating a Baseplan account.

Use Operations for the event-day team

Give onsite staff a practical mobile or desktop view of the live site plan.

1. 1

   Share the Operations link

   Use Operations when the recipient needs the full read-only layout, site-item search or trader information while working onsite. It is designed to remain practical on a phone as the team moves around the site.

2. 2

   Copy the check-in PIN

   In Share, choose Check-in PIN beside Operations. Copy the four-digit PIN and send it only to team members who are responsible for checking traders in.

   

3. 3

   Check traders in on arrival

   On Plus and Business, enter the organiser's Check-in PIN when prompted. Mark each trader as Arrived or No show so the event-day team can see attendance at a glance; everyone else can still use the Operations link without the PIN.

   

Use Trader lookup for pitch finding

For a street market, give each trader one calm task: find the stall or pitch assigned to them.

1. 1

   Send the Trader lookup link by email or message

   Add this link to the pre-arrival email or message for traders and concessionaires. It opens cleanly on a phone and keeps the view focused on finding a pitch rather than the wider operational plan.

2. 2

   Search and open the pitch

   The trader searches for their name, opens the matching result and uses the mobile map to see where the assigned pitch sits on the current level. In a street-market plan, this takes them straight to their assigned stall or pitch.

   

Use Presentation for briefings

Show the plan on a shared display or larger screen without the planner interface.

1. 1

   Enable Presentation

   On a Business workspace, turn on Presentation when a client, briefing room or public display needs a clean map and key.

2. 2

   Open it before the briefing

   Check the link on the screen or device you will use. It follows the live plan, so later saved changes appear without creating another copy.

Frequently asked questions