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Share a permalink
Goal. Send a colleague a link that opens Atlas at exactly the view you're looking at — the same panel, the same symbol, the same filters and time range.
What permalinks capture
A permalink encodes the URL-routable parts of the active workspace state:
- The active panel (globe, market, news, security dashboard, etc.).
- The focused symbol or selection.
- Time range and applicable filters.
- For News and Advanced search: the screen filter set.
- For Charts & graphs: the saved graph reference.
- For Custom dashboards: the layout reference.
- For AI chat: the thread (when explicitly shared).
What permalinks do not capture: ephemeral popovers, hover state, the recipient's authentication, or any data only your account has access to.
Steps
- Set up the view you want to share. Open the panel, focus the symbol, apply the filters, set the time range.
- Copy the URL. From the detail card, click Share (
detail.share); from a panel header, click the link icon. The URL is now in your clipboard. - Paste and send. The URL contains the routing query params that reproduce the view.
- Recipient opens. They sign in (if required by the panel's plan tier) and Atlas restores the same state.
Read-only vs. interactive
Permalinks are read-only by default — recipients see your view but cannot persist changes back to your account. If you want them to react (annotate, save a copy), they need their own Atlas account; they can fork the screen or graph into their own saved set.
Plan-gated content
If the recipient's plan doesn't cover a feature in the link (e.g., OSINT layer, advisory portfolios), Atlas degrades gracefully — the panel surfaces an upgrade prompt rather than failing.
Tips
- For news screens, share the screen rather than a specific article — articles age out of the feed; screens persist.
- For AI chat threads, the recipient sees the conversation but cannot send messages on your behalf. Sharing a thread is a snapshot.
- For sensitive OSINT investigations, prefer a saved subset on your account over a permanent public link — see OSINT operational security.
- The URL contains query params, not opaque IDs — you can construct or trim params manually if you want to share a narrower or broader view.
Revoking access
Most permalinks are stateless (just URL params) and can't be revoked individually. For revocable shares (e.g., a client-portfolio share link), look for the Revoke action in the share menu — it invalidates the token in the URL.