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How to change users' role on your workspace
How to change users' role on your workspace

Learn more about how you can update users' role on your workspace.

Tamás Párványik avatar
Written by Tamás Párványik
Updated over 3 weeks ago

Contents:

What use roles are available on the workspace

When it comes to access management, it is critical for your project who can access your assets and what they can do with them. StoriesOnBoard provides four different levels to manage and control accessibility on your workspace for your users. The following user roles are available on your workspace:

  • Subscription Admin
    Full access to workspace, subscription, billing data, payment details, and integration settings. Can create and manage products on the workspace.

  • Admin
    Can create and manage products. Can configure and edit story maps, insights, ideas, portals, and integration settings. Can manage workspace members (add, remove, set role, remove "can create story map" permission).

  • Member
    Can invite new users to the workspace or to products (if they have invite right) but only to the product they have access to.
    Can create and edit new story maps, insights and ideas. Viewer, Editor or Admin roles are available on the story map.

  • Observer
    Can comment and only Viewer role available on story maps. Limited access to Feedback Management (Portals only).

Who can manage users' role and access on the workspace

Only Subscription Admin and Admin can manage users on the workspace.

How to change user's role on your workspace

  1. Visit the "Users" menu

  2. Find the user

  3. Update user details

Step-by-step guide to change user's role on your workspace

Visit the "Users" menu in the left side panel of your screen.

Find the user in the list. You can also use the search and filter options to identify your users easily.

Update users' settings:

  • User role on the workspace (Subscription Admin, Admin, Member, Observer)

  • Grant access to products on the workspace

  • Update invitation permissions

  • Lock out or delete user on the workspace


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