Help centre
How can we help you today?
Search every guide, answer and reference section on this site at once.
Getting started
Connect Attio, choose the records, and publish your first view.
Sharing with clients
Putting a list in front of someone who has no seat in your workspace.
Access and sharing
The ways in, email verification, how long a viewer stays in, and row scoping.
Attributes and editing
Letting viewers change records, with or without approval, and which attribute types can be edited.
Running a live view
How current a view is, analytics, pausing, deleting, and views we paused.
Look and branding
Table, board or record, your logo and colour, and the badge.
Team, plans and billing
Roles and seats, changing plan, what a downgrade does, and why viewers are free.
Limits and direction
What we store and never display, and what comes next.
Popular topics
What people look up most
Most frequently asked questions
Does my client need an Attio seat?
No. They open a link. There is no account with us and no seat in your workspace. On a gated view they enter a password or an email address, and nothing more.
Do you charge per viewer?
No, on any plan. A hundred people or ten thousand people opening your view costs the same. There is a fair-use ceiling on monthly visits to catch scrapers, and crossing it starts a conversation rather than breaking your view.
How often does the view check Attio?
On a paid plan we check Attio every 5 minutes up to 500 records, every 15 minutes up to 5,000, and hourly up to 50,000. Free views check every hour. Every plan has a Sync now button, and the view shows when it last updated.
Does a viewer's edit go straight into Attio?
Not unless you ask for it. By default it waits for you: every edit lands in your dashboard as a pending change, shown beside the value Attio holds now, and we write nothing until you approve it. A view can be switched to apply changes without approval. They are still recorded, with the value each one replaced.
Can two clients share one view and see different rows?
Yes, with per-viewer row scoping, on the Pro plan. It matches one attribute on each record against the address the viewer confirmed, so the same link is a different set of rows for each of them. A viewer who has confirmed nothing sees no rows rather than all of them.
Can I put a view on my own domain?
No, on any plan. Every published view is served from a publicviews.app link, and that is the link to give people. It is on the roadmap, and we would rather say no here than sell you a hostname that resolves to our marketing site.
What happens when the engagement ends?
Pause or unpublish the view. It stops resolving on the next request and every viewer session is signed out with it. The cached rows stay on our side, unreachable while the view is down, and your configuration is kept, so the same page can come back if the client does.
Is the free plan a trial?
No. It does not expire and we do not ask for a card. One view, read-only, with our badge on it. If that is all you need, keep it.
Guides
Every guide here is finished
- Publishing a view, screen by screenThree steps to the first publish, then the editor, and what each screen decides.
- How to share an Attio listShowing a list to someone outside your workspace, start to finish.
- Access and sharingThe ways in, email verification, end dates, downloads, sessions and row scoping.
- Viewer editsLetting viewers change records, with your approval or without it, and the Edits page.
- Running a live viewFreshness, analytics, pausing, publishing again and deleting.
- Look and brandingLayouts, record titles and images, logo, colour, theme and the badge.
- Workspace, team and billingThe Attio connection, roles and seats, plans, downgrades and deleting a workspace.
- Attribute type supportWhich Attio attribute types render, which can be editable, and why.