🤝Share your board
Sharing & inviting collaborators
Protected boards
All boards are protected by default to your team, so only members of the team can access the board immediately. Everyone else will join a waiting room and have to request access to the board.
Choose your board protection level in sharing settings
Copy the board link or send email invites
Optional - accept any join requests from temporary external guests
Sharing Settings
You can change the "Trusted" level in a board's Sharing settings to Team, Organization, or Open, which will remove the board protection and waiting room for licensed members of the Team, Organization, or anyone with the link, respectively.
Your Organization Account's Access Controls determine if people joining a board can join to participate as a licensed member, or as an external guest.
Boards can be viewed and joined by guests immediately when the share settings have been set to "Open" (subject to your plan's guest limits).
Sharing permissions explained
Team
Your team members have instant access to participate on the board. Everyone else must request access to the board.
Organization
Any licensed member of your Organization Account has instant access to participate on the board. Any non-licensed people can attempt to join as an external guest.
Open
Anyone with the link can view the board, and can attempt to join as a guest.
Invite by email
You can invite via email directly from the board. This grants instant permission for the invitee to join the board quickly. You can invite them as either a Member or Guest. Your plan allocations are shown at the bottom of the invite window:
Please note: People joining the board are still subject to member and guest seat allocations, driven by your plan.
Guests
External collaborators can be invited as a "Guest" - this allows you to work securely with people outside your team, such as clients, partners, and external contractors.
Guest limits apply, depending on your plan. For example:
Business: 2 guests per board
Enterprise: 20 guests per board
How to share with Guests
Copy and share the board link with the intended guest or invite them by email. Depending on your sharing settings (see the top of this page 👆) the board will be visible or protected.
They can then choose to sign in or use a temporary profile to join the board.
If the board is protected you will get a notification while on the board that someone is waiting to join.
You can accept, and subject to your guest limits, they will join the board and can participate.
What can Guests do?
Guests use all tools enabled for them by the Host, such as sticky notes, pen, images etc.
Guests cannot:
Create boards
Start, edit, or run a meeting
Use Host controls
Change the Sharing settings
Manage the access of other Guests
See the organization dashboard or teams
Guests only have access to the board that is shared with them - they cannot access your dashboard.
A temporary guest profile is saved as a cookie on the user's device, meaning they can use the same guest profile across multiple boards and sessions within an organization while the cookie is saved on that device. They can later claim the account by signing up with an email and password.
Managing Guests
You can see your available guest slots and manage access in the share settings menu.
If you want to add more guests to a board but the Guest slots are all taken, then you will need to remove existing Guests from the board, or talk to us about extending your Guest limit.
You can remove Guests from a board at any time through the 'Manage Access' option in the Share settings.
Changing a Guest's name
A guest can change their own name on the Account page. They can navigate there by clicking the Ludi logo in the top left, then clicking 'Account' or going to https://ludi.co/account. You cannot change a guest's name for them.
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