Data classification allows Enterprise Plan users to assign labels to their boards to specify the board content sensitivity level.
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Available for: Enterprise Plan
Available on: desktop, tablet
Who can do it: Company Admins
You can find the data classification settings in the Enterprise admin console. Go to Settings, and select Classification.
✏️ For customers with Enterprise Guard, you can find Classification in the admin console under Enterprise Guard. Go to Settings > Enterprise Guard > Classification.
Ensure that you understand the following key points about data classification:
- Data classification is an internal label and has no impact on the board sharing settings, which means boards can be shared beyond their classification.
- Boards that were created before the feature was enabled will be marked as not classified.
- Duplicating a board will copy the current data classification label on the new board copy.
- Labels are currently not displayed in presentation mode, in Smart meetings mode, and on mobile.
How to set up classification labels
In Settings, select Classification. To activate classification labels for your Enterprise organization, select Set up classification.
How to add new classification labels
Company Admins can create and customize up to 30 classification labels, and set a default label for all new boards in the organization.
In Classification settings, four labels are already created, which you can customize. You can also create new labels to suit your organizational needs.
To create a new classification:
- Select Edit classification levels.
- Click Add level.
- Set the classification Level, add a Name, add a Description, and change the Badge color.
- If you would like to add a reference for board users, add a Link to guidelines.
- (Optional) Select Preview to see how your label will appear in production.
- Select Done.
- (Optional) To reorder your classification labels, click the up (Ʌ) or down (V) arrows.
- Click Publish to finalize the changes.
✏️ When you create or edit a classification label, your changes are saved as a draft and are not published until you click the Publish button. This means that you can exit the classification configuration and come back to it at any time.
You can also add a link to your company's classification guidelines where collaborators can learn more about the existing data classification policies.
Classification guidelines link
How to customize classification drafts
To edit a classification without a draft saved:
- Click the Edit classification levels button.
- Click the Edit pencil icon.
- Make your changes and click Done.
- Click Publish to finalize the changes.
To edit a classification with a draft saved:
- From the Data classification panel, click Resume configuration.
- Click the Edit pencil icon.
- Make your changes and click Done.
- Click Publish to finalize the changes.
How to delete a classification label
To delete a label, click the trash icon. Note that you cannot delete the default label.
Deleting a label
Adding the default label on Company level
Choose a default classification label for newly created boards. Each new board that gets created in the Enterprise organization is assigned the default label.
To set up a default label for your organization, tick Default classification label when you add or edit a classification label.
Setting up the default classification label
Adding the default label on Team level
Set up by: Company Admins, Team Admins
Company and Team Admins can enable the Override default label and set a default label at the team level: every new board that gets created in the team will be assigned with this new default label overriding the default label set on the Company level.
To enable this setting, navigate to Team settings > Permissions and scroll down.
Note that you can set the team override label only if the data classification setting is enabled at the Company level.
For newly created teams, this setting is disabled if you choose the default settings when creating a team.
Adding classification labels to boards
Set up by: board owners, board co-owners, editors who are members of the team, Company Admins with Content Admins permissions
If data classification is enabled in your Company settings, users can see and change the board labels. The data classification label appears as a badge next to the board name. When hovering over the badge, collaborators can see a tooltip with the label name and description.
The board owner, board co-owners, editors who are members of the team, and Company Admins with Content Admins permissions can update the classification label either by clicking the classification badge or from the board details. Select a label and click Update. If the Company Admin added a link to guidelines in the settings, the user can follow the link on the pop-up to get more details.
Changing the data classification label on the board
Data classification filter on the dashboard
Users on Enterprise plan with enabled data classification can filter their boards by labels on the dashboard. Any classification is selected by default.
Board classification filter on the dashboard