Creating a whiteboard

Owned by Gabriella Barreto Murrell
Last updated: Aug 13, 2024
2 min read

Whiteboard Reports is available as an open BETA.

You can explore the BETA for free. In the near future, We’re going to launch new major features under a paid update.

You won't be charged unless you manually choose to install the paid update.

Learn More →

Step-by-Step guide

  1. On the homepage, click on Create Whiteboard at the top-right corner:

Create a whiteboard.png

  1. Give your whiteboard a unique name and, if desired, a description:

Create whiteboard.png

  1. Set a default role for users whom might access your whiteboard. Each role grants a different set of permissions:

    • None: Your whiteboard will only be available for people you add as CONTRIBUTORS.

    • Admins: Any user will have all administrative permissions by default, meaning they will be able to rename, delete and add others users as contributors. Grant this role carefully.

    • Editors: Any user will be able to make changes to your whiteboard, meaning they will be able to add elements and rename it.

    • Viewers: Any user will be able to see and access your whiteboard, but any changes they make won’t be saved.

  2. Click on Create and the new whiteboard will appear on the list. Click on its name to access it:

  1. You will be redirected to a blank grid like the one below:

Important Tips

  • A whiteboard name cannot be empty and must be unique:

  • The CLONE operation will always be available for Viewers and above roles. To understand more about contributors and their permissions, checkout our page on CONTRIBUTORS.

NAVIGATE THROUGH OUR DOCUMENTATION:

← WHITEBOARDS | EDITING A WHITEBOARD →