Sharing Scenarios with Clients
Every saved scenario can be shared as a read-only link. The client or prospect doesn't need a Policy Stack account to view it.
Generating a Share Link
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Open a saved scenario from Practice → Scenarios or from a deal's Scenarios tab.
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Click Share in the scenario header.
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Choose when the link expires and click Generate Link.
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Copy the generated URL. You can later regenerate or revoke it from the same dialog.
The link points to the scenario and reflects its latest saved results when reloaded. It remains available until its selected expiration or until you revoke it.
What the Client Sees
The share link opens a read-only results page with:
- Scenario title and tool type
- Saved calculated results for the scenario
- Modeled · Illustrative status in the header
- Advisor name, company, and logo when configured
- Policy Stack footer and non-affiliation disclaimer
The client cannot edit the scenario, save their own copy, or access any other part of your account through the link.
The public share page does not display the builder inputs or a Presentation button. Use Present inside the advisor builder for the full-screen live-meeting view.
Link Privacy
Share links use a unique URL and do not require a Policy Stack sign-in. Anyone with that URL can view the scenario until the link expires or is revoked.
To revoke a share link:
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Open the scenario.
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Click Share.
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Click "Revoke Link."
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The previous link immediately stops working. Generate a new link if needed.
Revoking a link does not notify anyone who had access to it. The old URL shows Scenario Not Available after revocation or expiration.