Managing Team

In this section, you'll learn how to efficiently manage your team and collaborate effectively on Storylane.io

• Adding team members
• Team roles overview
• Role Permission Matrix
• Assigning a new team owner
• Reset passwords
• Changing your account's email
• Changing the way you sign-in
• View billing invoice

👉 How do I add someone to my team?

You can invite team members easily through the Storylane settings by following these steps: Within the Settings menu, under the "Team" section, you'll discover two methods for adding new team members:

Invite by Email: You have the flexibility to invite multiple people to join you. Type each member's email address and click send. Upon clicking "send", invitations will be dispatched to these individuals, inviting them to become part of your Storylane team.

Invite by Link: To streamline the process of inviting multiple individuals to join your Storylane team, you can duplicate an invite link. When anyone clicks on this link, they will be automatically included in your team. Feel free to share this link via Slack channels, company emails, or other communication channels.

👉 Team roles in Storylane

Storylane offers three team roles:

1. Admin/Owner: Full control
2. Creator: Create, edit, and publish demos and demo hubs
3. Presenter: Access and view demos and demo hubs, and create demo links
4. Viewer (free seat): A free, read-only seat for commenting on demos.

👉 Role Permission Matrix

Permission	Admin/Owner	Creator	Presenter	Viewer
Full Control	Yes	No	No	No
Inviting Team Members	Yes	View only	View only	View only
Demo Creation	Yes	Yes	View only	No
Demo Editing	Yes	Yes	View only	No
Demo Viewing	Yes	Yes	Yes	Yes
Change Demo Settings	Yes	Yes	View only	No
Demo Publishing	Yes	Yes	View only	No
Demo Sharing	Yes	Yes	Yes	No
Create Demo Links	Yes	Yes	Yes	No
Hub Creation	Yes	Yes	Yes	No
Hub Editing	Yes	Yes	Yes	No
Hub Viewing	Yes	Yes	Yes	Yes
Editing Hubs created by Others	Yes	Yes	No	No
Hub Publishing	Yes	Yes	Yes	No
Publishing Hubs created by Others	Yes	Yes	No	No
Hub Sharing	Yes	Yes	Yes	No
Create Hub Links	Yes	Yes	Yes	No
Connect Integrations	Yes	View only	View only	No
Configure SSO	Yes	View only	View only	No
Configure Webhooks	Yes	View only	View only	No
Change Workspace Settings (branding, config, domain...)	Yes	View only	View only	No
View/Edit Billing Info	Yes	No	No	No
Export Analytics	Yes	Yes	Yes	No
Commenting	Yes	Yes	Yes	Yes

When to use Creator and when to use Presenter roles?

👉 Demo Creator role is usually for marketers, who focus on building demos, without worrying that someone will tweak or delete the data. You have full access to the Storylane dashboard and the Editor.

👉 Demo Presenter role is used primarily by sales teams, who have view-only access, which includes the ability to create individual demo links for each prospect, and secure them, personalize, and track demo-specific engagement.

See how it works in the interactive demo below 👇

When to use the free viewer role?

A free, read-only seat for team members who need commenting on demos and visibility into demos and hubs but shouldn't touch creation, editing, or sharing workflows.

Viewers are available from the Starter plan and above at no additional cost.

👉 How to add or remove a team member from multiple workspaces?

1. Open Storylane > go to "Settings" > click on "Team".
2. Find the user you want to add/remove to other teams > Click on the 3-dots menu > Click 'Manage Teams' and assign or remove the user from the specific team(s).

👉 How to assign a new owner (admin) to the team?

1. Open Storylane > go to "Settings" > click on "Team".
2. Find the user you wish to assign as the new owner > Click on the 3-dots menu (usually found at the end of the user's row) > Click 'Edit Role' > Set the permission to 'Admin'.

👉 How do I reset my password?

To reset your password, head to Profile Settings, scroll down to change password, type in your current password, confirm your new password, and hit save.

👉 How do I change the email address of my account?

To change your account's email address or update your billing email, please contact us at [e-mail].

👉 How do I change the way I sign-in?

If you're currently using SSO and want to explore other authentication options, please reach out to our support team for assistance with your specific situation.

👉 View billing invoice

Your email invoice will be the email you used when setting up your account. You can also view your invoice under your 'Profile' > 'Billing' > 'Manage billing' > 'View billing invoices'. Still not receiving the link via email? Please reach out to [e-mail]

If you need help or have any questions, feel free to contact us at [e-mail].