- 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
Requesting workspace editor access
A workspace viewer can request workspace editor access at any time from within the workspace.
This guide will share how the request process works, along with steps on how to customize the request message to support your own internal access approval process.
Requesting workspace editor accessLink to this section
When a workspace viewer attempts to create a new file from within a workspace section or from the left side panel, they will see the option to request an upgrade to editor.
To upgrade, click on the green button and then Send request from the pop-up modal.
This request is then sent to the workspace admin/s to review and approve.
Note: Your Whimsical subscription is charged per editor in a workspace. You can read more about how billing works here.
Approving an editor upgrade requestLink to this section
All workspace admins will be sent an editor upgrade request when it’s submitted.
An email notification will be sent for approval. There are two steps to the approval process.
When you click the purple Approve button in the email notification, you will be taken to the app. You then need to Confirm this approval in the app.
Customizing the editor upgrade messageLink to this section
Some organizations may already have an existing process for requesting access to applications (e.g. an IT ticketing system).
Note: This feature is only available to workspaces on one of our paid plans.
As a workspace admin, you can provide custom instructions and a link to direct workspace viewers to the right place to request access.
To do this, go to Workspace settings, and scroll down to the Upgrade requests.
Select Provide custom upgrade instructions and then click the View & edit button.
There are three parts you need to add custom instructions to:
- The footer text field, with the details of your custom instructions for gaining upgraded editor access.
- The button text field, with the action the viewer needs to take.
- The button link field, with the link that a viewer will be redirected to continue their editor upgrade request. Links can use the https, http, or mailto protocol.
Once you are happy with your custom instructions, hit the purple Save button, and new editor requests will see this message going forward.
Note: All three fields need to be completed for the custom instructions to save correctly.
