Consolidating teams to Enterprise Plan (BETA) – Miro Help Center

The team consolidation feature allows you, as a Company Admin, to bring all teams created from your domains into your Enterprise plan. This ensures enhanced security, collaboration, and streamlined management by unifying all teams in one place.

Learn about the process, and read essential information about what happens before, during and after consolidation.

Relevant for: Enterprise Plan
Who can do it: Company Admin

Consolidating your teams

Miro provides Enterprise Plan customers the option to move any self-serve and free teams owned by their domain to their Enterprise account. Teams will be consolidated as they are, including:

All boards (in their current state at the time of consolidation)
All users, their roles and access rights
Spaces structure
Templates
Apps (if allowed in the target Enterprise company settings)

✏️ Teams consolidation is free for Enterprise Plan. Custom consolidation add-ons are also available. For details, contact your Miro contact person.

Benefits of consolidating teams

Take ownership of boards created within teams outside of your organization.
Ensure utmost security by consolidating usage and content to be governed by your Enterprise security settings.
Allow your users to collaborate more effectively and take advantage of Enterprise features
Minimal user impact as the team structure stays intact. Uses can collaborate as they did before, but now with additional Enterprise Plan features.

How to consolidate your teams into your Enterprise plan

The following step-by-step instructions explain how the new method for consolidating teams works.

Procedure

Follow these steps:

Step 1: Verify and configure your domain

Verify your domain to enable team consolidation.
Configure your domain by enabling the Block users from creating new subscriptions setting to prevent team creation outside of your Enterprise plan.
Once your domain is verified and configured, the system will display the number of teams, users, and boards outside your Enterprise plan.

The Managed domains tab after domains have been verified

Step 2: Select teams for consolidation

Start new consolidations by clicking the Review teams button on your Managed domains page.
The data collection process can take up to 20 minutes, during which you may close the page. Your results will be saved automatically.
After loading, you’ll see a detailed list for each team, including:
1. Plan Type
2. Number of Users
3. Number of Boards
4. Team Owners
Select which teams you would like to consolidate into your Enterprise plan, then click Next.

Teams selected for consolidation

Step 3: Review the summary

A summary page will display the selected teams for consolidation.
Review the estimated total number of teams, users, and boards that will be consolidated.
Submit your consolidation request by clicking Submit request once you’re satisfied. Please note consolidation will not happen immediately. The Miro support team will contact you with the details.

The Consolidation summary page

Step 4: Track consolidation progress

After submitting your request, on your Managed domains page, you’ll see a Consolidation progress bar tracking the status.
The first state, Request Submitted, will indicate that the Miro support team received your consolidation request.

Tracking consolidation progress in the Managed domains page

Step 5: Pre-check results and scheduling

As soon as the date and time are confirmed, the Miro Team will inform Team owners about the upcoming consolidation by email.
The Miro Support Team will share the results of the consolidation with you.

You have successfully consolidated teams into your Enterprise plan.

Best practices for selecting teams

To ensure a smooth consolidation process, consider the following tips when selecting teams for consolidation:

Prioritize security: Focus on teams that manage critical company data to ensure they are securely brought under the Enterprise plan.
Collaborative value: Select teams with high levels of activity by reviewing the number of users and boards. Teams with more users and boards often contribute more to overall collaboration.
Engage with team owners: Communicate with team owners before selecting their teams for consolidation. This helps minimize potential disruptions and ensures alignment in the process.

During consolidation

Although Miro will remain accessible during the consolidation, it is important to advise your users against using Miro at the time of consolidation. There is no expected impact on Miro's functionality; however, editing boards while they are being moved may cause you to lose your latest changes. It is safer to wait until the consolidation is finished before using Miro again.

The consolidation time will vary based on the number of teams, users, and boards involved and can range from a few minutes to several hours. Following the consolidation, the Miro team will send a confirmation that the consolidation has been successfully completed and provide a post-consolidation report detailing the process and any necessary changes or updates. This ensures that you are fully informed about the consolidation's outcome and any necessary next steps.

After consolidation

After the consolidation is complete, you will receive confirmation and a post-consolidation report from the Miro team.
Review the post consolidation report and validate that the teams were consolidated.
If you are using SSO, validate that consolidated corporate domain users are able to login via SSO based on Active Directory.
Update team permissions if needed (default team settings are applied to the team post-consolidation). If you have a large number of teams, you can update their settings using the Update team settings API. If you need assistance with the API, please reach out to Miro support.

For Company Admins

Company Admins will see the newly added teams within their Enterprise account under Teams.
All newly added users will appear under Users.
We recommend that company admins inform their team admins of any changes to team permissions.

For end users

Users may experience a change in the login flow if SSO is enabled.
Users will see their team(s) appear with a house icon, indicating it is now part of the Enterprise account.
Users will have access to all Enterprise Plan features.

FAQ

What prerequisite are there to run the consolidation?

Domains must be verified and you must enable block users from creating subscriptions in order to run the consolidation.

How are licenses assigned to users?

All board owners, co-owners, and editors will be added as Full members. Other users will be added with Free, Full, or Free Restricted licenses according to the default FLP license.

What happens if you don't have FLP and are bringing over licenses without enough Full licenses available?

The most active users will be given Full licenses, while other users will be given Free Restricted licenses.

Will existing Enterprise users participating in consolidation change their role license after the consolidation?

Existing users are not changed until they are board owners, co-owners, or editors. Free internal users are converted to Full licenses while Free Restricted users will stay the same.

How will Miro communicate to users who participate in the consolidation?

Emails will be sent to the creators of all Teams being consolidated before the consolidation.

Will deactivated users become active after consolidation?

Users active/deactive state will not change during consolidation; deactivated users will remain deactivated.

What changes will I see after consolidation?

The Miro admin console will show the new teams. Audit logs will show the event that a Team was consolidated.

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