Balsamiq Cloud Documentation
- Introduction to Balsamiq Cloud
- Account Management
- Managing Spaces
- Creating a New Space
- Managing Your Space Settings
- Managing Space Users
- Managing Projects
- People and Permissions
- Editor Overview
- Adding and Arranging UI Controls
- Editing Controls
- Sharing and Reviewing
- Collaborative Editing
- Using Images and Icons
- Symbols
- Markup
- Linking Wireframes Together
- Full Screen Presentation Mode
- Alternates
- Exporting
- Importing
- Keeping Projects Clean and Organized
- Keyboard Shortcuts
- The BMPR File Format
- Troubleshooting Scrollbars On ChromeOS
- Converting BMML Files to BMPR
- Setting up a Space for Single Sign-On Authentication (SAML)
Managing Spaces
A Space on Balsamiq Cloud is where your projects live. We have three tiers of Spaces, and we think that once you find the right size, a single Space will be enough for you and your team. While there may be situations where you are invited to someone else's Space to collaborate on a project, or you need a specific number of projects, we expect you'll only have to manage a single Space.
Creating a New Space
If you log into Balsamiq Cloud with an account that doesn't belong to a Space, you will be prompted to create a new Space.
Note: If you already have access to one or more Spaces, you will be taken to the last one you have worked on when you log in.
To create another Balsamiq Cloud Space or access a different one, click the avatar in the upper-right corner of your Space's Homepage.
A screen will pop up asking you to name the Space. Give your Space a name and click on Create My Space and Start My Free Trial to create it.
Managing Your Space Settings
From in your Space, you can access the Space settings by clicking the Settings link at the top of the page. From this page you can change Space Owners, add an Optional Space Admin, manage your Dropbox Backups or delete the Space completely.
Note: These settings are only available to the Space Owner and Optional Space Admin.
Adding an Optional Space Admin and Transferring Ownership
In Balsamiq Cloud, the default Space Owner is the Space's creator, but you can transfer ownership to someone else by selecting another Staff Member to be the new owner from the dropdown.
You can also specify an Optional Space Admin via the second dropdown. An Optional Space Admin can be great for sharing the administrative load!
Default Staff Sharing Setting for New Projects
This option allows you to set the default Staff Members permissions for any new project created in your Space. Options include:
- Cannot Access New Projects - Staff Members cannot access new projects (unless explicitly invited to the project as Project Members)
- Can View and Comment on New Projects - Staff Members cannot edit new projects but they can view and add Comments
- Can Edit New Projects - Staff Members can edit any new project created on your Space
Note: Changing this setting does not affect existing projects. Project Owners can override this default permission for a particular project by changing the "Other Staff Members" option in the project's Sharing Settings.
Slack Subscriptions
This area of the Space Settings allows you to view and manage any projects that are subscribed to Slack channels via our integration for Slack. You can disconnect a project from a Slack channel by clicking on the X next to it.
Dropbox Backups
This option allows you to back up all your projects from this Space to your Dropbox account.
When you click on Turn On Dropbox Backups, you will be prompted to:
- Log in to your Dropbox account (if not logged in already)
- Allow Balsamiq Cloud to access your Dropbox account
Once the feature is turned on, the first Dropbox backup will be scheduled for that day and a daily backup will be made for as long as the feature is turned on (empty projects and projects which have not changed are not included in the backup).
Each project will generate a .zip file that follows this naming convention: SpaceID_SpaceName_ProjectID_ProjectName.zip
The .zip file contains the .bmpr file (project) that is compatible with any Balsamiq product. These backup files are stored in your Dropbox folder under Apps > Balsamiq Cloud > backups.
Backup files are not synced (editing a local copy won't update the file saved in this Dropbox folder).
Note: Transferring the Space Ownership will turn off the Dropbox Backups feature. Also, if you decide to turn off the feature, the existing backups won't be deleted from your Dropbox account.
Deleting Your Balsamiq Cloud Space
The option to delete a Space is only available for the Space Owner and Optional Space Admin. To do this, type the name of the Space and click the Delete Space button. If you have an active subscription for the Space, deleting the Space will cancel it.
Note: Deleting a Space cannot be undone. All of your project data will be deleted immediately, with no way to recover it.
Managing Space Users
Clicking the People link at the top of the page will display a list of all the users of the Space and the projects they belong to. Click on the number of projects they belong to to display a list.
You can invite users by entering one or more email addresses in the box at the bottom of the page.
Making Someone a Staff Member
Checking the "Staff" checkbox will make someone a Staff Member, allowing them to create and own projects. Check out People and Permissions to learn more about their privileges.
Making Someone an Optional Billing-Only Admin
Space Owners (and Optional Space Admins) have the option to invite somebody else to become their Optional Billing-Only Admin. This person will ONLY have access to the Billing Settings of the Space.
This means that Optional Billing-Only Admins will not be able to participate in projects, or even access them at all. This is useful if you want a reseller - or someone from your purchasing team - to be able to manage your Space's billing without actively participating.
To make someone your Optional Billing-Only Admin, make sure they are currently not listed as a Staff Member, Project Member, Space Owner or Optional Space Admin, and then visit your Space's Settings. Scroll down to the Optional Billing-Only Admin section and enter the email address of the person you'd like to invite.
Deleting Users
To remove a person from the Space, click the X to the far right of their name. They will no longer be able to access any projects, except those that allow public (anonymous) reviews.
Note: If the deleted user owns any projects, ownership will be transferred to the Space Owner.
- Account Management
- Managing Projects