Sharing files and managing access permissions

Whimsical offers several ways to share and manage access to files, folders & projects.

Access to workspace sectionsCopied!Link to this section

Workspace sections are the primary way of managing access to files for workspace members. To change access to files, you can move them from one section to another.

The primary sections for managing access are 👇

PrivateCopied!Link to this section

Files, folders and projects located under Private are private to you by default, nobody else can access your private files unless you choose to share them. 

Under Private, you'll also find: Shared with me, which contains files, folders and projects that others have shared with you directly. You may have different permissions per file, such as editor or viewer. When you share files with others, this is where they will see them.

TeamCopied!Link to this section

A team is a subset of workspace members. Each workspace team gets its own workspace section, and only existing workspace members can join a team. By default, only workspace members invited to the team can access its content.

You'll also see:

  • Recent (Files you've accessed recently)
  • Favorites (Files you've "starred" to mark as a favorite)
Sections in a workspace

Sharing files and foldersCopied!Link to this section

Shareable links for Private files aren't enabled until you choose to allow them. To give others access, click the Share button on the top right. From there, depending on your plan, you can toggle the settings for Anyone with a link to let people view, comment, or edit files. Or you can disable their access entirely:

Disable sharing access

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

Sharing "Private" files with people in your workspaceCopied!Link to this section

Files created under My files are only accessible to you by default, but you can make them accessible by sharing in the same way.

To do so, open the “Share” menu in the top right, and choose a level of access for members of your workspace.

  • Files shared this way will still only be accessible by direct link and will not appear in the “Everyone at” section or when searching.
  • If you are on the Free plan, other workspace members will only be able to view your files. They will not be able to comment or edit.
  • When a file is shared with all workspace members, you’ll see this icon on the share button:

Here are the permission settings in more detail:

  • Has no access - won't allow anybody to access the file or folder unless it's located in a shared section of your workspace (in that case, other workspace members will have access by default)
  • Can view - lets anyone view the file if they have the shareable link
  • Can comment - lets anyone view and comment on the file if they have the shareable link (paid plans)
  • Can edit - lets anyone edit the file if they have the shareable link (paid plans)

The other sharing settings are:

  • Include board position - toggling this will open the board in the same exact position when the link was created (only available in boards)
  • Require password - enable if you want to protect the file with a password (paid plans)
  • Allow anonymous comments (and edits) - If you've allowed Anyone with a link to comment or edit, you can optionally enable this to extend that permission to folks who don't yet have a Whimsical account (only available on paid plans):

You can also add guests from the Share menu - to learn more about adding guests, please read this article.

Sharing projectsCopied!Link to this section

Sharing a project works much like sharing a file or folder. If the project is within a team, the default access permissions will be inherited from the team.

To share a project click the share button in the top right corner:

From here, you can edit the access permissions for members of your workspace, or invite guests to your project:

Note: Projects created in your "Private" section are private by default, but can be shared with workspace members or guests in the same way.

Sharing files and folders within projectsCopied!Link to this section

If you've added boards, docs or folders to your project you can share these separately (without sharing access to the entire project), or give access permissions to the whole project at the same time.

When sharing a file or folder from within a project you'll see two options at the top of the share menu:

Select whichever option is the right fit for you, and then set up the access permissions as normal for the whole project or the specific file or folder. 👍

Note: By default, any board, doc or folder created within (or added to) a project will inherit the sharing settings from the project itself.

Written by:

  • Jack Jenkins

    Jack Jenkins