
A conversation or a report now has three levels of access: private to you, visible to everyone who has access to the plan, or published with a link that does not ask for a sign-in.
Update, September 14: whoever has the public link can ask the agent about that report without signing in. Update, September 23: a plan administrator has to allow it first, and those answers only read the data of that plan.
Who it is for: the analyst who sends the Monday report to a client or to Finance, and the agency that wants the client to ask a follow-up question without an account.
Where: the Share button on any conversation or report.