Overview

Miro is a visual workspace for innovation where teams manage and design products, brainstorm, and more. Copilot makes it it easy to share Miro boards with your clients directly within your portal. To embed a Miro Board in your portal, follow the instructions below.

App setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Miro. Set a title and icon that represents the app.

3. We recommend setting this up as a manual app so that you can embed a different board for each client. If you want this app to be visible to all clients, set this as an automatic app.

4. Next, click Add. You will be taken to to the app's page, where you can set the embed for each client, group, or company.

5. Click Add to add your first embed or link. Select the client(s) or company to share the app with.

6. Select Show as embed so that the client isn't directed outside of the portal.

7. Next, go to the Board you want to share in your Miro account.

8. To embed a Board, click Share in the top right corner.

9. On the Invite tab, set the permissions to Anyone with the link.

10. Then, click the Embed tab and copy the iframe code.

11. Go back to the app page in Copilot, paste the copied iframe code into the content box, and click Save.

Note: Miro only allows view-only embeds on their free plan. You can enable collaboration on public boards by upgrading your plan.