Handover board to customer

  • 23 June 2020
  • 2 replies

Hi there


I have a consultant account and created boards and templates for a customer. Now I want to hand them over to the customer, who has their own licenses. How do I do this? Creating a backup of the board and send this to him? And the template?


Many thanks in advance



Best answer by Kiron Bondale 23 June 2020, 15:10

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@Sabine Seewald -

Assuming your customer has a separate Miro account, the simplest approach for a board will be to download it to an external RTB file and send them that to restore.

For a template, you will want to create a new board, add in the template, download it to an external RTB file, have them restore that and then create a template from the board.


@Kiron Bondale

Many thanks, that helps a lot, will do as you described!