- Getting started with sequence diagrams 🎥
- What is Whimsical?
- Getting started with docs
- 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 cards
- Getting started with wireframes
- How to create a new workspace
- How to use AI-assisted mind mapping
- Getting started with Whimsical AI
- Customizing file and folder icons
- Mentions in Whimsical files
- Customizing diagram shapes
- 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 by selected objects
- Presenting in Whimsical
- Voting on 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
- Getting started with sequence diagrams 🎥
- Customizing file and folder icons
- How to draw a line
- How to filter by 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 files from 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
- Prevent new workspace creation
- How to create a new workspace
- Requesting file access
- Workspace discovery settings
- Sorting files and folders
- Changing workspace members' roles
- Setting up SAML session expiry
- 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
- 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 Almanac
- 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
- Setting up Two-factor Authentication (2FA)
- Prevent new workspace creation
- SAML SSO in Whimsical
- SAML SSO with Okta
- Setting up SAML session expiry
- SAML SSO with Auth0
- Whitelisting Whimsical domains
- SAML SSO with OneLogin
- SCIM provisioning with Groups in Okta
- SAML SSO with Microsoft Entra ID (Azure AD)
- Setting up SCIM with Okta
- SAML SSO with Google Workspace (previously G-Suite)
- Setting up SCIM with JumpCloud
- SAML SSO with other identity providers
- Setting up SCIM with Entra ID (Azure AD)
- Signing in with your Whimsical account on multiple devices
- Contact us
Offboarding users
User offboarding is a way to gain access to the workspace content under a user’s My Files after they leave your organization.
This feature is only available with an Org plan subscription. You will need admin access in your workspace to enable this feature.
Setting up User offboardingLink to this section
First, go to Workspace settings, which you'll find under your workspace name in the top left corner:
Toggle on User offboarding, and Select a folder location in a private team from the dropdown list for content to be moved to. If you don’t select a specific folder location, the offboarding content will be moved directly into the selected private team.
Note: Only private teams are supported as a destination for offboarded user files. This is to prevent accidentally making user files public after they leave your organization. If you need to set up a new team for this, here’s how.
How user offboarding worksLink to this section
- Automatic transfer: When User offboarding is enabled, all content under a user’s My Files will be moved to the selected destination when the user is removed or leaves the workspace.
- Folder creation: Inside the selected destination, a new folder is automatically created per offboarded user. The folder is called
Transferred from <user name> (<user email>). Every time the user is offboarded, we create a new folder. - Delay period:
- To prevent accidentally moving files, as a default, we wait 72 hours after a user is offboarded to transfer their content. If you add the user back in this time, their content will not be moved.
- If you remove a user from your workspace manually, you can choose whether to transfer their content immediately, after a 72 hour delay, or leave their content in place:
- If a user is removed via SCIM or they select to leave your workspace, their content will be moved after 72 hours. Every time a user is removed, we restart their 72 hour timer.
If you need access to user files faster than 72 hours, you can contact Whimsical support here
FAQsLink to this section
Can an offboarded user rejoin a workspace?
- Yes. A user can rejoin a workspace at any time after their files have been offboarded. They won’t have access to any offboarded files, but the offboarded folder can be shared with the user and they can move the files back to their My Files section.
Can I delete the offboarding folder?
- The selected folder for offboarding can’t be deleted while it is enabled for User offboarding. You need to select a new folder location for User offboarding under Workspace settings before you can delete the folder, or disable User offboarding.
What happens when I disable User offboarding?
- You can disable User offboarding at any time. Simply toggle this off under Workspace settings. Once user offboarding is disabled, no further user offboarding will happen, including any users in the 72 hour waiting window.
Will users be notified that their content will be transferred?
- If a user chooses to leave a workspace they will see a pop-up modal when selecting to leave the workspace to notify them that their My Files content will be transferred:
What content is transferred during User offboarding?
- All files and folders under the user’s My Files will be transferred. This includes all file history, and comments.
