- Getting started with sequence diagrams 🎥
- What is Whimsical?
- Getting started with docs
- What can you do with Whimsical?
- Getting to know Whimsical - video guide 🎥
- Working with Whimsical’s infinite canvas - video guide 🎥
- 5 ways to create a new file
- Getting started with flowcharts
- Getting started with mind maps
- Getting started with wireframes
- Creating tasks in docs and boards
- Getting started with Whimsical AI
- How to create a new workspace
- How to use AI-assisted mind mapping
- Customizing file and folder icons
- Mentions in Whimsical files
- Customizing diagram shapes
- Getting started with Posts
- Getting started with sequence diagrams 🎥
- Commenting in Whimsical files
- Using sections on the Whimsical canvas
- Mentions in Whimsical files
- Customizing diagram shapes
- Sketch on the canvas with freehand drawing
- Annotating files for more detail
- Text-to-object pasting options
- Adding and displaying links in Whimsical files
- Linking to sections and objects
- How to draw a line
- How to filter selected objects
- Presenting in Whimsical
- Voting on task cards and sticky notes
- Using the timer in boards
- Working with the grid and auto-alignment
- Working with connectors
- Does Whimsical have cloud architecture icons?
- Using tables in Whimsical
- Using sticky notes in boards
- Optimizing performance in larger files
- Embedding external content into Whimsical
- Using spellcheck
- Setting custom thumbnails
- How overlays work in Wireframe mode
- Hiding cursors while collaborating
- Measure between objects in Boards
- Getting started with docs
- Commenting in Whimsical files
- Mentions in Whimsical files
- Text-to-object pasting options
- Adding and displaying links in Whimsical files
- Linking to sections and objects
- Using tables in Whimsical
- Embedding external content into Whimsical
- Using spellcheck
- Changing page width and text size in Docs
- Getting started with sequence diagrams 🎥
- Customizing file and folder icons
- How to draw a line
- How to filter selected objects
- Does Whimsical have cloud architecture icons?
- How overlays work in Wireframe mode
- Moving and copying files
- Using Whimsical on mobile
- Does Whimsical have a dark mode?
- File version history
- Why are the colors of some elements toned down?
- Does Whimsical support offline mode?
- Teams, workspaces & sections explained
- Does Whimsical work on iPad?
- Free viewers commenting in workspaces
- Syntax highlighting in code blocks
- Whimsical desktop app
- Is Whimsical available in other languages?
- Inverting the zoom direction in Whimsical so it works more like Sketch
- Troubleshooting issues and reporting bugs
- How to add emojis
- Team FAQs
- How to restore deleted files from the trash
- Searching in your Whimsical workspace
- Organizing files in your workspace
- I’ve upgraded but still don’t have access to the paid features
- Why can't I edit my files?
- Reporting content in Whimsical
- Does Whimsical have an affiliate or referral program?
- Collaborating with others in real time
- Sharing files and managing access permissions
- Hiding cursors while collaborating
- How to switch between workspaces
- How to create a new workspace
- Requesting file access
- Workspace discovery settings
- Sorting files and folders
- Changing workspace members’ roles
- Adding and removing members
- Creating and managing teams
- Requesting workspace editor access
- Linking between files
- Member roles in Whimsical
- How to delete a workspace
- How to upgrade your workspace
- Guest access
- Renaming your workspace
- Offboarding users
- SAML
- Setting up SAML session expiry
- Security
- Prevent new workspace creation
- Embedding & integrating boards with Jira Issues
- Integrating Whimsical with Google Docs
- Embedding files in ClickUp views
- Embedding files in Asana
- Embedding Whimsical files
- Whimsical AI Diagrams for ChatGPT
- Creating Jira & Confluence Smart Links for Whimsical Files
- Embedding files in Guru
- Embedding files in Trello
- Embedding & integrating boards in Notion
- Integrating Whimsical and Front
- Integrating Whimsical and GitHub
- Embedding files in Zendesk
- Support Whimsical embeds in your app with EmbedKit
- Whimsical previews and notifications in Slack
- Embedding files in Canva
- Integrating Whimsical and Linear
- Embedding files in Nuclino
- Embedding files in Monday
- Embedding files in Medium
- Embedding files in Slab
- Embedding files in Coda
- SAML
- SAML SSO in Whimsical
- SAML SSO with Okta
- SAML SSO with Auth0
- SAML SSO with OneLogin
- SAML SSO with Microsoft Entra ID (Azure AD)
- SAML SSO with Google Workspace (previously G-Suite)
- SAML SSO with Active Directory Federation Services (ADFS)
- SAML SSO with other identity providers
- Setting up SAML session expiry
- Managing email changes with SAML and SCIM
- SCIM
- Setting up SCIM with Okta
- Setting up SCIM with JumpCloud
- Setting up SCIM with Entra ID (Azure AD)
- SCIM provisioning with Groups in Okta
- SCIM user provisioning in Whimsical
- SCIM provisioning with Groups in Entra ID (Azure AD)
- Security
- Setting up Two-factor Authentication (2FA)
- Prevent new workspace creation
- Whitelisting Whimsical domains
- Signing in with your Whimsical account on multiple devices
- Contact us
Guest access
Learn how to invite guests to collaborate on content in your Whimsical workspace. Perfect for clients, or others outside of your workspace.
What is a guest?Copied!Link to this section
A guest is someone from outside your workspace (i.e not a member) who you invite to specific files or folders.
Note: Each of Whimsical's plans allows you to invite a different number of total guests with view, comment, or edit access:
- On the Free plan, you can invite up to 10 guests
- On the Pro plan, you can invite up to 50 guests
- On the Business plan, you can invite up to 100 guests
- On the Enterprise plan, you can invite up to 200 guests
Inviting new guests to a fileCopied!Link to this section
Click Share in the top right corner, to copy a shareable link, or invite people to access your file:
Learn more about sharing files in this article.
Enter their email address > choose if you want them to edit, comment or view > click Invite. At this point you can add additional guests, or a custom message that will appear in the invite email.
Note: You’ll also see the option to invite these people as full workspace members instead. Doing so will allow them to edit any shared files in your workspace. You will be billed a pro-rated amount for each new member.
What do guests see?Copied!Link to this section
Your guest will receive an invite from hello@whimsical.com with your name, the file or folder name, and any message you included in the invite. From here they can sign up or log in to a free Whimsical account.
Once they’ve logged in, they'll see the name of your workspace and the files or folders where they have been invited as a guest. They will not see any other content from your workspace.
What can a guest do?Copied!Link to this section
Guests invited to a file will only have access to that specific file.
Guests invited to a folder can:
- access all files in that folder.
- print, export, or copy files from that folder.
- share links to the files from that folder - these links will respect the access settings you have defined.
- delete files (if they have been added as an editor).
Guests invited to a file or folder cannot:
- access file or folder permissions.
- change default permissions.
- add and remove other guests.
For files within a folder, you'll see that the guest permissions are inherited from the parent folder:
Managing existing guests in a file or folderCopied!Link to this section
Click Share in the top right corner, to copy a shareable link, or invite people to access your file:
Learn more about sharing files in this article.
From here, you can adjust their level of access depending on your Plan. Choose from:
- can view
- can comment
- can edit (Pro Plan)
- or you can remove them completely.
Managing all workspace guestsCopied!Link to this section
To see all guests in your workspace, go to Manage guests, which you’ll find in the menu under your workspace name in the top-left corner.
From here you’ll see a list of all guests, and the files or folders they’ve been added to. You can easily promote them to a workspace viewer, or editor. Or, remove them from the workspace.
Leaving a workspace as a guestCopied!Link to this section
If you want to leave a workspace you've been invited to as a guest, click the workspace name at the top-left corner > Leave [Workspace name].
To leave individual files or folders, click Shared With Me > right-click on the file or folder > Leave File or Leave Folder.
