> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/sharing-and-exporting/how-to-share-or-export-a-persona.md).

# How to share or export a persona

Share a persona two ways: generate a read-only public link anyone can open in their browser, or export the persona as a PDF. Both start from the persona editor.

{% hint style="info" icon="compass" %}
Want a teammate to edit or comment instead? Invite them. See [How to invite users](/account-and-team/users-and-roles/how-to-invite-users.md).
{% endhint %}

#### How to share a persona with a public link

Open the persona, then use the blue **Share** button in the editor's top bar. You can also start sharing from the **Personas** list by opening a persona's three-dot menu and selecting **Share link (view-only)**, but the full controls (the URL, copy, password, and disable) live in the editor's Share dialog.

{% stepper %}
{% step %}
**Open the persona and click Share**

Open the persona, then click the blue **Share** button in the top bar. The download icon to its left is for PDF export.

<figure><img src="/files/qp6pMz0BAqzUfXXh53WM" alt="The top bar of the persona editor showing a download icon on the left and a blue Share button on the right."><figcaption><p>Persona editor top bar: export (left), Share (right)</p></figcaption></figure>
{% endstep %}

{% step %}
**Enable the link**

In the **Share link** dialog, click **Enable** on the **Create share link (view-only)** panel. Smaply generates a unique URL for this persona.

{% hint style="warning" %}

#### **Important: Anyone with this link can view the persona**

Treat the URL like a password. Share it only through channels you trust, and disable the link when you no longer need it.
{% endhint %}
{% endstep %}

{% step %}
**Copy the link**

<figure><img src="/files/27Mf1Oe6JSIoock6A5on" alt="The Share link dialog with the link enabled, showing a warning that anyone with the link can view the persona, a read-only URL field, a Copy Link button, a Disable link action, and an unchecked Password required checkbox."><figcaption><p>The Share link dialog once the link is enabled</p></figcaption></figure>

Click **Copy Link** and paste the URL wherever you're sharing it.
{% endstep %}

{% step %}
**Optional: add password protection**

{% hint style="info" icon="tag" %}
Password protection is available on the **Framework** plan and above.
{% endhint %}

<figure><img src="/files/cVMyEuC6Fd0yAoEhTnmB" alt="The Share link dialog with Password required ticked, showing a generated password, a Generate action, a Copy password button, the eight-character-minimum rule, a Save button, and a note that the password is only visible once."><figcaption><p>Password required, with the Generate and Save controls</p></figcaption></figure>

Tick **Password required** so viewers must enter a password before the persona loads. Click **Generate** for a compliant password or type your own, then click **Save**. Passwords need 8 characters minimum and a combination of letters, numbers, and symbols.

{% hint style="warning" %}

#### **Important: Copy the password before you close the dialog**

The password is only visible once. Click **Copy password**, store it somewhere safe, and share it separately from the link. If you lose it, generate a new one and save again.
{% endhint %}
{% endstep %}

{% step %}
**How to disable the link**

To revoke access, click **Disable link** in the **Share link** dialog. Access stops immediately, and anyone who still has the URL sees an error instead of the persona.

{% hint style="warning" %}

#### **Important: Re-enabling the link creates a new URL**

When you enable a disabled link again, Smaply mints a new URL and the old one stays dead. A link can't be paused and resumed at the same address, so copy and share the new URL after you re-enable.
{% endhint %}
{% endstep %}
{% endstepper %}

#### What people see when they open the link

The link opens a read-only version of the persona. Viewers don't need a Smaply account, and they can't edit anything.

The shared page is live, not a snapshot: viewers always see the persona's current state, so any edits you make show up the next time they open the link. There are no view analytics, so view counts and visitor details aren't tracked.

#### How to export a persona as a PDF

To export, open the persona, click the **download** icon in the editor's top bar, choose what to include, and click **Export to PDF**. PDF is the only export format.

{% stepper %}
{% step %}
**Open the persona and click the download icon**

Open the persona, then click the **download** icon in the top bar, to the left of **Share**. The **Export persona** modal opens.
{% endstep %}

{% step %}
**Choose what to include**

<figure><img src="/files/6Kk8gTtF9VxSK694qm6u" alt="The Export persona modal with the subtitle Select what to include in your export and three unchecked checkboxes labelled Description, Tags, and Linked journey, each with a one-line explanation, plus Cancel and Export to PDF buttons."><figcaption><p>Export persona, all options unchecked</p></figcaption></figure>

Tick the extras you want. All three are off by default, so an export with nothing ticked gives you the persona on its own:

* **Description** - the persona description
* **Tags** - the tags linked to this persona
* **Linked journey** - the names of the journey maps this persona is used on
  {% endstep %}

{% step %}
**Export and wait for the download**

Click **Export to PDF**. The modal shows **Your export is being processed** with a progress bar while Smaply builds the file.

<figure><img src="/files/mYC1MZW1ysflQLZI4ea5" alt="The Export persona modal showing a download icon, the text Your export is being processed, a message to please wait, and a progress bar."><figcaption><p>Stay on the page until the export finishes</p></figcaption></figure>

When the file is ready, the PDF downloads automatically and an **Export complete** dialog appears. Click **Close** to dismiss it.

<figure><img src="/files/vnrkeGJEf2zgJCZBmDWD" alt="The Export complete dialog showing a green checkmark, the text Your export is ready, and a Close button."><figcaption><p>The PDF downloads on its own once it's ready</p></figcaption></figure>
{% endstep %}
{% endstepper %}

If your account has a branding logo configured, it appears on the PDF. To set or change it, see [How to set up custom branding](/account-and-team/customization/how-to-set-up-custom-branding.md).

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Article</th><th>What it covers</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>How to share a journey map via HTML link</strong></td><td>Create a read-only public link to a journey map instead of a persona</td><td><a href="/pages/pIllWy9tostqqZvqoymz">/pages/pIllWy9tostqqZvqoymz</a></td></tr><tr><td><strong>How to export a journey map as PDF</strong></td><td>Produce a static journey map file for offline sharing or print</td><td><a href="/pages/bFw8ZAfXKB40zpzNx0GL">/pages/bFw8ZAfXKB40zpzNx0GL</a></td></tr><tr><td><strong>How to manage personas</strong></td><td>Sort, copy, tag, archive, and delete personas from the Personas list</td><td><a href="/pages/oScEAxHrtqqY2twvz5kM">/pages/oScEAxHrtqqY2twvz5kM</a></td></tr><tr><td><strong>How to set up custom branding</strong></td><td>Add the logo that appears on PDF exports and shared views</td><td><a href="/pages/EKjozESfgG8Y8qnOvKPa">/pages/EKjozESfgG8Y8qnOvKPa</a></td></tr></tbody></table>


---

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