Confidentiality

Hi ​@Mays, thanks for reaching out.

On the Free plan, boards within the same team are accessible to team members. If your clients are added as members of your team, they may be able to see other boards in that team, which likely isn't suitable for your use case.

One option is to avoid adding your clients as team members. Instead, you can share only the specific board you want them to access using a public board link. This way, they'll only have access to the board you've shared and won't be able to browse other boards in your team.

If your workflow requires your clients to be members of your team, you may want to consider upgrading to a paid plan, which provides more flexible sharing and permission controls to better support confidential collaboration.

​@Mays 

I work in  the mental health field. I have previously used Miro within a Project management role in the NHS, and everyone could see each other’s boards, when they were part of the same team.

If you were using a Free Plan team, then yes, that will always be the case. If you were using a paid subscription, it is possible to hide boards (aka, private boards) — however, from what you are saying, the team(s) you worked on were not configured this way.

I worry that if clients share their boards with me, they can see all the boards that are shared with me

No, this would not happen — as long as each client's board lives in their own team, not yours. But here's how it can go wrong without anyone noticing: you invite a client to edit one of your boards, which makes them a full member of your Free Plan team. Later, that client creates a board to share with you — and because your team was the last one they were viewing, Miro creates their new board in your team. Now every member of your team can see that client's board, including any other client who was added the same way.

This is why I'd treat "never invite a client to a board in your own team" as a hard rule on the Free Plan — one Edit invite is all it takes.

Questions

To best advise a workflow that maintains confidentiality, I have two questions around your intended use of Miro with your clients:

1. Do you both need to edit the board?
2. Who will own the board (e.g., when you say “worry that if clients share their boards with me”, I take that as “your clients will create a board and share it with you”)?

Re:

One option is to avoid adding your clients as team members. Instead, you can share only the specific board you want them to access using a public board link. This way, they'll only have access to the board you've shared and won't be able to browse other boards in your team.

It’s worth noting that, with the Free Plan, the public link would only give the link recipient View or Comment access — they would not be able to edit the board. The only people who can edit a board that resides in a Free Plan team are full team members, who can also then see (and export) all boards that are in that team.