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Pindown.ai is in early alpha - features may change
Platform GuideSharing & Collaboration

Sharing & Collaboration

Share your pages and pinboards with the world or invite specific collaborators with granular permissions.

Sharing Methods

1. Public Sharing

Make your page or pinboard viewable by anyone with the link:

For Pages: Step 1: Open your page

Step 2: Click “Share” button

Step 3: Toggle “Make public”

Step 4: Copy the share link

For Pinboards: Step 1: Open your pinboard

Step 2: Click “Share” button

Step 3: Toggle “Make public”

Step 4: Copy the share link

Public Link Formats:

https://pindown.ai/share/pages/pg-abc123
https://pindown.ai/share/pinboard/pb-abc123

Anyone with this link can view your page or pinboard - no login required!

2. Private Sharing (Invitations)

Invite specific people to collaborate:

Step 1: Click “Share” button

Step 2: Enter email address

Step 3: Choose role:

  • Viewer: Can only view
  • Editor: Can edit pins and layout

Step 4: Click “Send Invite”

They’ll receive an email with an invitation link!

3. Embed Sharing

Embed your page or pinboard in websites, blogs, or apps:

Step 1: Make page or pinboard public

Step 2: Click “Share” → “Embed” tab

Step 3: Copy embed code:

For Pages:

<iframe 
  src="https://pindown.ai/share/pages/pg-abc123/embed" 
  width="100%" 
  height="600"
  frameborder="0">
</iframe>

For Pinboards:

<iframe 
  src="https://pindown.ai/share/pinboard/pb-abc123/embed" 
  width="100%" 
  height="600"
  frameborder="0">
</iframe>

Step 4: Paste into your HTML

Permission Levels

RoleViewEdit PinsEdit Layout/ContentInvite OthersDelete
Owner✅✅✅✅✅
Editor✅✅✅❌❌
Viewer✅❌❌❌❌
Public✅❌❌❌❌

Owner Permissions

As the page or pinboard owner, you can:

  • ✅ Edit all content
  • ✅ Change sharing settings
  • ✅ Invite collaborators
  • ✅ Remove collaborators
  • ✅ Delete the page or pinboard

Editor Permissions

Editors can:

  • ✅ View the page or pinboard
  • ✅ Add new pins
  • ✅ Edit existing pins
  • ✅ Rearrange pin layout (pinboards) or pin order (pages)
  • ✅ Resize pins (pinboards only)
  • ❌ Delete the page or pinboard
  • ❌ Change sharing settings
  • ❌ Invite others

Viewer Permissions

Viewers can:

  • ✅ View the page or pinboard
  • ✅ See all pins and data
  • ✅ Refresh data
  • ❌ Edit anything
  • ❌ Invite others

Public Access

Public viewers can:

  • ✅ View the page or pinboard via link
  • ✅ See all public pins
  • ❌ Need to sign in (optional - you choose)
  • ❌ Edit anything

Custom Roles (Advanced - Pinboards Only)

Control which collaborators can see specific pins with custom roles. This advanced RBAC feature is available for pinboards only and is perfect for:

  • 🔐 VIP Content - Show premium content only to VIP members
  • 👥 Team Sections - Different teams see different pins on the same board
  • 📊 Access Levels - Free vs. Paid tiers with different content
  • 🎯 Role-Based Dashboards - Executives, Managers, Staff see different views

How Custom Roles Work

  1. Create Custom Roles - Define roles like “VIP Members”, “Premium Users”, “Team Leads”
  2. Assign Roles to Collaborators - Give specific users one or more custom roles
  3. Set Pin Requirements - Mark pins as requiring specific roles to view
  4. Automatic Filtering - Users only see pins they have permission to access

Setting Up Custom Roles

Step 1: Create a Role

  1. Open your pinboard settings
  2. Go to “Custom Roles” tab
  3. Click “Create Role”
  4. Enter role name (e.g. “VIP Members”)
  5. Choose a color for visual identification
  6. Save the role

Or via API:

curl -X POST https://api.pindown.ai/api/pinboards/pb-abc123/roles \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "VIP Members",
    "color": "#FFD700"
  }'

Step 2: Assign Roles to Collaborators

  1. Go to “Collaborators” section
  2. Select a collaborator
  3. Click “Assign Custom Roles”
  4. Check the roles they should have
  5. Save changes

Or via API:

curl -X PUT https://api.pindown.ai/api/pinboards/pb-abc123/users/u-xyz789/custom-roles \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "roleIds": ["role-vip123", "role-premium456"]
  }'

Step 3: Protect Pins

  1. Open a pin’s settings
  2. Go to “Visibility” tab
  3. Select “Require custom roles”
  4. Choose which roles can see this pin
  5. Save the pin

Or via API:

curl -X PUT https://api.pindown.ai/api/pinboards/pb-abc123/pins/p-pin789/required-roles \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "roleIds": ["role-vip123"]
  }'

Custom Roles Example

Scenario: Create a dashboard with public and VIP-only content

Setup:

  1. Create pinboard: “Product Dashboard”
  2. Create role: “VIP Members” (#FFD700)
  3. Add public pins (no role requirements)
  4. Add VIP-only pins (require “VIP Members” role)
  5. Invite regular users as Viewers (see only public pins)
  6. Invite VIP users as Viewers + assign “VIP Members” role (see all pins)

Result:

  • Regular viewers see only public pins
  • VIP members see public + VIP-only pins
  • Owner always sees all pins

Custom Roles Rules

  • Maximum 5 roles per pinboard
  • Owner always sees all pins regardless of role requirements
  • Multiple role requirements = User needs ALL roles (AND logic)
  • Users must be invited first before assigning custom roles
  • Deleting a role removes it from all users and pins automatically

Permission Matrix with Custom Roles

User TypeCreate RolesAssign RolesView All PinsSet Pin Requirements
Owner✅✅✅ Always✅
Editor❌❌Only assigned roles❌
Viewer❌❌Only assigned roles❌

Learn More

Invitation Management

Send Invitations

# Via API
POST /v1/pinboards/pb-abc123/invitations/send
{
  "email": "colleague@company.com",
  "role": "editor"
}

View Pending Invitations

# Via API
GET /v1/pinboards/pb-abc123/invitations

Response:

{
  "success": true,
  "data": {
    "pending": [
      {
        "email": "colleague@company.com",
        "role": "editor",
        "invited_at": "2024-11-01T10:00:00Z",
        "expires_at": "2024-11-08T10:00:00Z"
      }
    ],
    "granted": [
      {
        "userId": "u-xyz789",
        "email": "teammate@company.com",
        "role": "viewer",
        "displayName": "Jane Doe"
      }
    ]
  }
}

Revoke Invitations

# Via API
DELETE /v1/pinboards/pb-abc123/invitations/colleague@company.com

Remove Collaborators

# Via API
DELETE /v1/pinboards/pb-abc123/collaborators/u-xyz789

Privacy Settings

Require Sign-In

Force users to log in before viewing (even if public):

When to use:

  • Track who’s viewing
  • Restrict to registered users only
  • Add analytics

How to enable:

  1. Make pinboard public
  2. Toggle “Require sign-in”
  3. Share link - visitors must login first

Password Protection

Coming soon! Protect pinboards with a password.

Coming soon! Generate links that expire after X days.

Sharing Individual Pins

You can also share individual pins:

Share a Single Pin

Step 1: Open the pin detail page

Step 2: Click “Share”

Step 3: Choose sharing method:

  • Public link
  • Email invitation
  • Embed code

Public Pin Link:

https://pindown.ai/share/pin/p-abc123

Pin vs Page vs Pinboard Sharing

FeaturePin SharePage SharePinboard Share
URL/share/pin/p-*/share/pages/pg-*/share/pinboard/pb-*
ShowsSingle pin onlyAll pins on pageAll pins on board
LayoutPin detail viewSequential layoutGrid layout
UpdatesReal-timeReal-timeReal-time
PermissionsSame as parentOwner-controlledOwner-controlled

Collaboration Workflows

Workflow 1: Team Dashboard

Scenario: Sales team needs a shared dashboard

Setup:

  1. Create page or pinboard: “Q4 Sales Dashboard”
  2. Add KPI pins (revenue, deals, pipeline)
  3. Invite team as Viewers
  4. Invite managers as Editors

Result:

  • Everyone sees same real-time data
  • Managers can adjust content/layout
  • Team members can’t mess things up

Workflow 2: Client Reporting

Scenario: Show clients their metrics

Setup:

  1. Create page or pinboard per client
  2. Make Public
  3. Enable “Require sign-in”
  4. Share link with client

Result:

  • Client logs in to see their data
  • No editing access
  • You track who viewed when

Workflow 3: Executive Dashboard

Scenario: C-level needs high-level metrics

Setup:

  1. Create page or pinboard: “Executive KPIs”
  2. Add key metrics from all departments
  3. Invite execs as Viewers
  4. Keep Private (invitation only)

Result:

  • Execs see all critical metrics
  • No public access
  • Clean, read-only view

Workflow 4: Embedded Analytics

Scenario: Show metrics on your company website

Setup:

  1. Create page or pinboard: “Company Stats”
  2. Make Public
  3. Don’t require sign-in
  4. Embed on website

Result:

  • Public sees your metrics
  • Updates in real-time
  • No Pindown account needed

Security Best Practices

1. Use Minimum Permissions

Give users only what they need:

  • ✅ Viewer for most people
  • ✅ Editor for trusted collaborators
  • ❌ Don’t make everything public

2. Review Collaborators Regularly

Check who has access:

  • Remove former employees
  • Revoke unused invitations
  • Audit permission levels

3. Use Private Pages/Pinboards for Sensitive Data

If data is confidential:

  • ❌ Don’t make public
  • ❌ Don’t embed publicly
  • ✅ Use invitations only
  • ✅ Enable sign-in requirement

4. Monitor Access Logs

Coming soon! View who accessed what and when.

If a link is compromised:

  1. Make page or pinboard private
  2. Create new page or pinboard
  3. Update share links
  4. Revoke old invitations

Sharing via API

Make Page or Pinboard Public

For Pages:

curl -X POST https://api.pindown.ai/v1/pages/pg-abc123/publish \
  -H "Authorization: Bearer YOUR_API_KEY"

For Pinboards:

curl -X POST https://api.pindown.ai/v1/pinboards/pb-abc123/publish \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "is_public": true,
    "require_sign_in": false,
    "allow_comments": false
  }'

Make Page or Pinboard Private

For Pages:

curl -X POST https://api.pindown.ai/v1/pages/pg-abc123/unpublish \
  -H "Authorization: Bearer YOUR_API_KEY"

For Pinboards:

curl -X POST https://api.pindown.ai/v1/pinboards/pb-abc123/unpublish \
  -H "Authorization: Bearer YOUR_API_KEY"

Send Invitation

For Pages:

curl -X POST https://api.pindown.ai/v1/pages/pg-abc123/invitations/send \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "user@example.com",
    "role": "editor"
  }'

For Pinboards:

curl -X POST https://api.pindown.ai/v1/pinboards/pb-abc123/invitations/send \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "user@example.com",
    "role": "editor"
  }'

Change Collaborator Role

For Pages:

curl -X PUT https://api.pindown.ai/v1/pages/pg-abc123/users/u-xyz789/role \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "role": "viewer"
  }'

For Pinboards:

curl -X PUT https://api.pindown.ai/v1/pinboards/pb-abc123/collaborators/u-xyz789 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "role": "viewer"
  }'

Troubleshooting

Invitation email not received

  • Check spam folder
  • Verify email address is correct
  • Resend invitation
  • Check email service status

Can’t make page or pinboard public

  • Check you’re the owner
  • Check API key has pages:write or pinboards:write scope
  • Verify page or pinboard exists

Collaborator can’t edit

  • Check they’re assigned “editor” role
  • They might only be “viewer”
  • Check they’re logged in
  • Refresh the page

Embed not showing

  • Page or pinboard must be public
  • Check iframe src URL
  • Check website allows iframes
  • Try opening embed URL directly

Next Steps

BuilderManaging API Keys