---
title: 4.6 Sharing Settings for Customer-Facing Documents
description: How to grant access.
---

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# 4.6 Sharing Settings for Customer-Facing Documents

## What sharing settings should be used for Roadmaps, Cycle Planners, and FigJam documents?

When sharing documents with customers, default to:

- **Access:** *Anyone with the link*
- This minimizes friction and avoids delays from permission requests

**Permission levels depend on intent:**

- **Editor** → Use when the customer is expected to actively contribute, edit, or add inputs
- **Commenter** → Use when the customer is mainly reviewing but may provide feedback

There is no strict rule—choose based on how collaborative the document needs to be.

**Best practice:**  
Optimize for speed and clarity over control unless there’s a specific reason to restrict access.

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