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:
Full access to workspace, subscription, billing data, payment details, and integration settings. Can create and manage products on the workspace.
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).
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.
Can comment and only Viewer role available on story maps. Limited access to Feedback Management (Portals only).
Who can invite new users for the workspace
Only Subscription Admin and Admin can invite new members to the workspace.
How to invite new user(s) to the workspace
To invite new user(s) to your workspace, please follow the steps below:
Visit your dashboard
Click on “Users”
Select “Invite new user”
Enter user’s email address
Select user role
Assign “Invitation permission”
Provide access to “Story Map” / “Feedback Management”
Step-by-step guide to invite user(s) to the workspace
Visit your dashboard and Click on “Users” to access user management interface.
On the user management interface click on “Invite new user”.
To invite new users, provide the user’s email address (add multiple email addresses separated by a comma), select user’s role, invitation permission, and the user’s access. Click save.
How to edit users’ role on the workspace
To edit users’ role on the workspace, visit your “Dashboard” and select “Users”.
The following options can be edited:
Access to Story maps / Feedback management interface
Lock out / Delete user
To find users easily, search by user’s name or email address. Alternatively, list relevant user groups by using the “Filter” options.