I work for an agency and own a free account that we were planning to use internally to sell in why we need a paid version of the account. However, a large number of users from a different office and team that operate with different budgets (we share a name, but are really separate companies). But they joined my Miro account and now I can’t use it. Is there a way to move those users and boards to a separate account/team?
Page 1 / 1
@Mary Fran Wiley - Surely someone else will have replied before I am done composing my reply, but I will continue anyway.
When you say “now I can’t use it”, I will make an assumption that you may be referring to a scenario where your boards are marked as VIEW-ONLY as so many people have been creating boards.
Without a strict policy adhered to by all team members, things can get out hand when adding too many people to a Free Plan (as you are now experiencing). For one team I work with, there are only eight of us and we work very closely together and only use the free boards we are allotted - no one creates any new boards. (We are also on a legacy plan that allows for five editable boards, so we’re lucky.)
Also, in our Free Plan team, there are only two of us with the role of Team Admin - the rest of the users have the role of Member, so they cannot
delete the team; or
remove the admins from the team.
Given your ‘large number of users’, it would likely be an administrative nightmare to work with everyone to get them out of your Free Plan and then them into their own Free Plan and their boards then added by themselves to the plan - well, in a way they could do it themselves.
To get back to a state where you can at least use Miro for yourself (and maybe a few others whom you work closely with) , you could remove everyone else from your team. However, this will create some issues for everyone you remove:
They will no longer have access to their boards (but this can be fixed - more on that later).
If they didn’t already have their own Free Plan team (every Miro account holder gets one Free Plan), there is a glitch in Miro where their dashboard may suddenly stop loading. Instead, they will just see the spinning Miro logo. There is a fix for this: They can sign into their Miro account from a private/incognito browser window. Once in, they can create their own Free Plan team.
Getting the full boards out of your Free Plan team
If you do remove people from the team and they do not need the full board, i.e., they don’t need to continue to edit it Miro, you could just use the PDF export option or take screenshots and send them to those users. If they do want a full board backup, there is a full Board Backup option for paid plans. So, for the lowest cost option to start, you could
Remove all team members from your Free Plan.
Upgrade your Free Plan team to a Consultant Plan.
Export all boards from the plan (they export in .rtb format).
Now with the boards exported, you could send them to whomever created them (by email, OneDrive, etc.) and those users could import them into any Miro team (free or paid) using the Upload from backup option:
At this point you can decide how to move forward with Miro within your organization. If you haven’t done so already, I would definitely recommend reaching out to theMiro sales team for plan options/onboarding strategies to meet your organizational structure/needs.
Additionally, to immediately put a stop to anyone from automatically joining your team, check your team’s Team signup mode settings and make sure it is set to Invitation only.
From your Miro dashboard, click the settings gear button:
And then Permissions → Team signup mode → Invitation only:
And here’s how you can check roles on the team and remove users: