Adding contributors

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

  • From the homepage

  1. Click on the at the far right of the whiteboard you wish to edit and select the option Share:

Share on list.png
  • From within a whiteboard:

  1. Click on the at the far right of the whiteboard grid and select the option Share:

Share inside the board.png
  1. On the window below, you can see every contributor and their roles. To add a new contributor, click on the Add Contributors button at the top-right corner:

  2. On the Add Contributors modal, start typing the user you wish to add and click on their name to select them. The available roles will depend on the default role set for your whiteboard:

  1. Once you’ve set up, click on Add to include the user as a contributor to your whiteboard. They will be displayed on the previous modal:

Important Tips

  • Different roles grant different sets of permissions.

  • When a default role is set, you’ll only be able to select above roles when adding contributors. If the default role is ADMINS, you’ll be unable to manually add new contributors.

  • The VIEWERS role will always grant the permission to view and clone a whiteboard.


NAVIGATE THROUGH OUR DOCUMENTATION: