Sharing a plan

Every plan in Tandem has a shareable view designed for your customer. They don't need a Tandem account — they just open the link.

Getting the share link

1. Open a plan
2. Click Share in the plan header
3. Copy the link to send to your customer

SS-013 · Share modal with copy link and OTP toggle

What customers see

The shared view shows:

• The plan name and account name
• Active phases with milestones and tasks (excluding internal-only tasks)
• Overall progress
• Outcomes

It does not show: internal tasks, your private notes, or any admin information.

SS-014 · Customer-facing shared plan view

Access control

By default, anyone with the link can view the plan. For sensitive engagements, you can require a one-time passcode (OTP):

1. In the Share modal, toggle Require email verification
2. When your customer opens the link, they enter their email
3. They receive a 6-digit code to verify access

SS-015 · Email verification screen for OTP-protected plans

Revoking access

To revoke a share link, open the Share modal and click Revoke link. Any existing links immediately stop working. You can generate a new link at any time.

Related

• Creating a plan
• Signals