WhimsicalWhimsical
Help Center

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  • Getting started
    • 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
  • Keyboard shortcuts
    • Keyboard shortcuts for Windows (PC)
    • Keyboard shortcuts for Mac
  • Whimsical boards
    • 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
  • Whimsical projects
    • Importing to Whimsical
    • Getting started with Posts
    • Create tasks from anywhere in Whimsical or Slack
    • Getting started with Projects
    • Creating and managing Tasks
    • Using Whimsical Projects for bug tracking
  • Whimsical docs
    • 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
  • FAQs
    • 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
  • Themes & templates
    • Customizing file and folder icons
    • Themes and custom colors
    • Creating and using templates
  • Subscription & billing
    • Updating the credit card details on your account
    • How billing works in workspaces
    • Updating your billing information
    • How to cancel your subscription
    • Pricing and discounts
    • Where are my invoices
    • Understanding your Whimsical invoice
    • Sales tax and VAT
    • Updates to our plans & pricing (What’s changing)
  • Account settings
    • Notification inbox
    • How to change or reset your password
    • Customizing your notifications in Whimsical
    • How to verify your Whimsical account
    • How to delete your account
    • Adding your name and avatar to your account
    • Changing your account email address, or adding a new one
  • Managing 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
  • Imports & exports
    • Text-to-object pasting options
    • Exporting content from Whimsical
    • Embedding Whimsical files
    • Importing to Whimsical
  • Integrations
    • 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
  • Security, SAML & SCIM
    • 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
  • Product updates
  • Terms & policies
    • Terms of Service
    • Privacy Notice
    • Data Processing Addendum
    • Subprocessor List
    • Cookie Policy
    • Security Policy
    • Acceptable Use Policy
    • AI Supplementary Terms
    • Master Services Agreement
    • Regional Privacy Notice Supplement
  • Contact us
Whimsical statusStatusContact Us
  • Help Center
  • Managing workspaces

Managing workspaces

Manage your workspace and its members.

  • 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