Handing over a board to a client

  • 19 August 2021
  • 3 replies
  • 85 views

I’d like to give my client permanent access to a single Miro board. We have completed our collaboration and now I would like them to have access to the board to use on their own and edit. 

Anyone know the best way to do this? 

I have tried reading up on sharing options and it is all very confusing.

Many thanks


3 replies

Userlevel 7
Badge +2

@Robert Johnson is really adept at the solutions available in these arrangements. Perhaps he can chime in… 

Userlevel 7
Badge +6

@Ellie Nicol / @Max Harper - The easiest way for almost* anyone registered Miro user to share a copy of a Miro board with another registered user is by sending them a link to the board and having them duplicate the board into their account.

*There are a few caveats:

  1. If you are on the Enterprise Plan, the Sharing Policy must be configured to allow for public board sharing - you’ll know right away if it’s not if if you don’t have the Anyone with the link option.
  2. This method uses the Board Content Settings feature, which is only available to the board owner, and may need to be enabled for non-team member sharing by a Team Admin of your Miro plan.

How to Share a Board with a non-team member

  1. Set the board’s Share settings to Anyone with the the link → Can view - you can set it to Can Edit or Comment, but View is the minimum requirement - password protecting the board is optional:
  2. If you are a Free Plan user, skip this step, otherwise you need to set the Board’s Sharing Settings → Permissions → Who can copy board content → Anyone with the board access:

And that’s it for the setup.

Next,

  1. you send the recipient a link to the board
  2. they open it and click on the board name and use the Duplicate action:

 

Try it now if you’d like using a board I created for the Miroverse:

https://miro.com/app/board/o9J_kl4Sue4=/

If that doesn’t work for you, or if you’re looking for other ways to share a board that you own, I would highly recommend @Kiron Bondale‘s 7 ways to provide someone with a copy of a board you own article.

Managing Templates

I have created three Projects for by board templates:

  1. Templates (Shared) - I set the Project access so that the whole team can see these boards.
  2. Templates (Private) - The Project is set so that the team cannot see the project, and the board’s in that project are set to “No access” for both public/visitor and team members.
  3. Templates (Public) - The public/”Anyone with the link” access is set to “Can view” and I have some of these template links posted on our intranet, and have shared the links externally too.

Thanks very much for the quick reply! Very helpful

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