User role management in StoriesOnBoard

StoriesOnBoard offers different roles to provide the necessary privileges for users and to restrict permissions.

On workspace level, we distinguish the following roles:

Subscription Admin
Admin
Member
Observer

On the story map level, the following user roles available:

Admin
Editor
Viewer

Here you can find further information about each role.

Workspace Admins can also provide and remove access to Story Maps and Feedback Management for each collaborator. To enable these functions follow these steps:

Visit the "Users" menu
Find the right user and add/remove its access to products
When you assign the user to a product a pop-up can help to set access details

Changing workspace level user roles

Workspace Admins can change the roles of collaborators on Workspace level by performing the following steps:

Visit the "Users" menu
Find the right user
Select the triangle next to the user’s role in the Role column;
Choose the collaborator's desired role from the drop-down menu

Changing story map level user roles

To change a user's role on a specific story map, visit the "Story maps" menu:

Visit the "Story maps" menu
Select "Manage story maps"

Find the right story map
Click on the three dots menu
Select "Edit"

Select the "Collaborators" tab
Find the right user
Update the user role

Enable commenting and discussion for viewer collaborators

You can also improve the collaboration with stakeholders or other team members by enabling ‘Commenting and discussion for viewer collaborators’. If this function is enabled, Viewers have the opportunity to place their comments to the cards, but they can not edit the content of the story map.

How can I enable viewers to comment? (Please note this feature is available from our Standard Plan)

💡 Tip - Learn more about:

You can also check some other frequently asked questions related to user roles, here.

And learn more about user role management from here:

Workspaces, Story maps, User roles: Members, Administrators, Viewers