Member roles in Whimsical
Learn about the different levels of access you can grant members and guests of your workspace.
There are two types of people you can have in your Whimsical workspace: Members, and Guests.
- Members have access to the entire workspace, and will automatically see new files added in the shared section. — Ideal for your company or team to collaborate together. Members are grouped into teams.
- Guests must be invited to specific files or folders. They won’t have access to anything else in your workspace. — Perfect for client access, or collaborating with others outside your workspace.
On the Starter Plan, guest access is limited to view-only. Comment and edit access for guests is available when you upgrade to Pro.
Each of these types, can have different roles with different permissions.
On the Starter Plan everyone is an Editor, and has Admin permissions. They can access, comment on, and edit the 3 shared boards in a workspace.
On the Pro Plan, there are two types of member.
- Viewer — Can access and comment on all shared files in a workspace. Viewers are free of charge. - Viewers can request to be upgraded to Editors.
- Editor — Can access, comment on, and edit all shared files in a workspace. Can also create new files and folders. This is a paid role.
Editors and viewers, can also be made workspace admins. This allows them to:
- update billing information.
- upgrade or downgrade the subscription.
- assign roles to other members of the workspace.
- add or delete new members.
- rename or delete the workspace.
Guest permissions are set on a per file/folder basis when you invite them.
On the Starter Plan, guests can only view files and folders.
On the Pro Plan, you can choose to give the following types of guest access:
- Viewer — Can view files they’ve been invited to, or files in folders they’ve been invited to.
- Commenter — Can view and comment on files they’ve been invited to, or files in folders they’ve been invited to.
- Editor — Can view, comment on, and edit all files they’ve been invited to, or files in folders they’ve been invited to. Can create new files in folders they’ve been invited to.
Guests are free of charge.
Promoting a guest
Guests in your workspace can be promoted to full members at any time. Go to “Manage guests”, which you’ll find under your workspace name on the top left.
From here, select from the dropdown to promote to workspace editor, or workspace viewer (the viewer role is on Pro Plan only):
You can also remove a guest from your workspace with this menu. This will remove their access to any files or folders where they have been invited.