Workspace Discovery settings

To make the most of Whimsical’s collaboration features you can allow your coworkers from the same domain to join your workspace on their own - without them having to ask you to be invited.

Workspace discovery is based on the domain assigned to the workspace. If you enable workspace discovery, anybody with a matching, verified email address (e.g. alice@wonderland.com) will be able to join your workspace (e.g. wonderland.com). Existing users with a matching verified email address will receive an email notification inviting them to join your workspace. 

How to manage workspace discovery settings

To enable workspace discovery, go to “Workspace Settings", which you'll find under your workspace name on the top left:

Under “Workspace Discovery” you’ll see a list of domains based on the email addresses you have associated with your workspace. Switch the toggle on the right to allow people from the same domain to join your workspace. 

If you wish to send an email to all existing Whimsical users with a matching email address, who are not yet a part of this workspace, click this airplane icon: 

By default, new members will join as editors, but you can choose to have them join as viewers instead:

If you choose to have new members join as viewers, they will be able to request editor access directly as they use Whimsical.

Important

  • When workspace discovery is enabled, new Whimsical users with a verified email address from a matching domain will see an option to join your workspace. Existing Whimsical users with a verified email address from a matching domain will receive an email notification inviting them to join your workspace. 
  • Workspace discovery settings are only available to workspace admins.
  • You must log in to Whimsical with a verified email address from your domain to make your workspace discoverable.
  • Coworkers can only join your workspace if they sign up with, and verify an email address from the domain you’ve linked.
  • If your company has more than one workspace with the same domain, each workspace can enable workspace discovery. When new people with a matching email address sign up for Whimsical, they will see all workspaces with workspace discovery enabled.
  • It’s not possible to link domains from common email providers (e.g. Gmail) or educational domains (e.g. company.edu).
  • Workspace discovery is not available if SAML SSO is enabled in your workspace.
  • Workspace admins will receive an email notification when somebody new joins a workspace. 

How to join an existing workspace

When signing up for a new Whimsical account

When you sign up for Whimsical, after verifying your email address, you’ll see suggestions for workspaces to join based on your email domain if those workspaces have enabled workspace discovery (1). You can also choose to create a new workspace instead (2):

Selecting an existing workspace will automatically add you to your team’s workspace and all admins in the workspace will be notified by email.

If you create your own, you’ll have the option to enable workspace discovery for your newly created workspace:


Tip: If you don't want to notify existing users from your company right away (you can send a notification from your workspace settings later), uncheck this box:

With an existing Whimsical account

If you’ve already signed up for Whimsical with a verified email address and want to join your team’s workspace, go to "Account Settings", which you'll find under your avatar in the top right:

If there are any workspaces linked to your email domain, you’ll see an option to join them in the “Workspaces” list:

Clicking “Join Workspace” will immediately add you to your team’s workspace and all admins in the workspace will be notified by email.

Your existing files and folders will remain in their original workspaces, but you can always move or copy them over to your team’s workspace to collaborate with your coworkers. 

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