Sharing content and tracking reports
Share a Copywriter draft for review or create a controlled, read-only Tracker report for a client.
Rankability uses different sharing controls for editable Copywriter drafts and read-only client Tracker reports. Choose the smallest access scope that lets the recipient do the work, and never share your own Rankability login.
Choose the right access method
Copywriter share link — Use for one draft. The recipient does not need a Rankability account. You choose view-only or edit access and can optionally allow Serena in edit mode.
Tracker report share link — Use for recurring, read-only access to one client's tracking results. You can add a password and control which report sections and AI platforms appear.
Invited client portal user — Use when a named client stakeholder needs recurring access through their own sign-in rather than an anonymous link.
Organization member — Use for a teammate who needs ongoing access to work inside Rankability. Organization membership is broader than a shared item.
Audit and Researcher approval links have their own controls and permissions. Do not assume a password, edit mode, expiration, or rotation option exists unless that item's share dialog shows it.
Share a Copywriter draft
Open the project and select Share in the editor header.
Turn on Enable shared link.
Choose View only when the recipient should read and copy the draft without changing it.
Choose Can edit when the recipient should change the document. Their edits save back to the same Copywriter project.
In edit mode, optionally turn on Enable AI for shared users. This lets the recipient use Serena and consumes your organization's AI allowance or credits.
Copy the generated link and test it in a private browser window before sending it.
The Copywriter link is specific to that project. It does not give access to the client's Tracker, settings, other projects, or your organization. If the associated client has a portal password, the shared content also requires that password.
To revoke the link, return to Share and turn Enable shared link off. This makes the content private immediately. Turning it back on reuses the project's existing link; the current Copywriter dialog does not offer token rotation. If a link has been exposed and must be replaced rather than merely disabled, contact Rankability support.
Share a client Tracker report
Open the selected client's Tracker and choose Share report. The same report-sharing controls can also appear in the client's sharing or portal settings.
Turn on Enable sharing and copy the generated report URL.
Select Preview report and verify that the report belongs to the intended client.
Turn on Password protection for sensitive reports, set the password, and send the password through a separate secure channel.
Expand Report visibility to choose all-channel or AI-only scope, visible sections, supported AI platforms, and whether AI citations appear.
Send the link, or use the report email controls when you want Rankability to deliver it to specified recipients.
The shared Tracker is read-only and scoped to one client. It displays collected data only; it does not allow the recipient to run scans, edit projects, change settings, or enter your other client workspaces. A hidden section or platform is removed from the client-facing report, not from your agency's own Tracker data.
Turn sharing off to disable the report URL. From Client settings > Client portal, you can also rotate the share link, which creates a new URL and invalidates the old one. Changing or removing the portal password affects the client-level shared report and any other supported client share that uses that password boundary.
For named access, invite the stakeholder from Client portal settings instead. Invited users sign in individually and can be revoked separately from the no-login report link. See Setting up the client portal.
Security and handoff checklist
Confirm the selected client and project before enabling sharing.
Use View only unless the recipient must edit the Copywriter draft.
Enable shared AI only when the recipient is authorized to use your organization's allowance.
Add a password to sensitive Tracker reports and test the prompt before sending.
Preview every link in a signed-out or private window to see what the recipient sees.
Disable links after the review or engagement ends, and rotate the client report link if an old URL must be invalidated.
Remember that disabling a share link does not revoke an organization member or a separately invited portal user.
Troubleshooting
A Copywriter recipient cannot edit: Change the project's permission from View only to Can edit. Confirm the client password when one is configured.
A shared edit is missing: Reopen the Copywriter project and check its saved content and Version history. A recipient edits the same project rather than a separate copy.
A Tracker section is missing: Check Report visibility, report scope, platform selection, and whether completed tracking data exists.
The old Tracker link still works: Rotate the link in Client portal settings or turn sharing off. Copying the same enabled link does not revoke it.
Share controls are disabled: Demo clients cannot create live client share links. Open a saved real client.
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