Managing Teams & Users

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

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 four team roles:

Owner: Full control. Accounts can only have 1 owner.
Admin: Full control, just as owner. However, accounts can have multiple admins.
Creator: Create, edit, and publish demos and Buyer Hubs.
Presenter: Access and view demos and Buyer Hubs, and create demo links.

Role Permission Matrix

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

🚀 Try Interactive Demo 👇

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

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

How do I reassign account ownership?

Reassign account ownership to another team member with a click. Great for handoffs, coverage, and scaling your team’s workflow.

Settings > Workspace > Config > Account Ownership > Change Owner

You can only assign the existing admins as the new account owner

How do I change the email address of my account?

New email? No problem.

You can now update the email tied to your account without contacting support.

Profile Settings > General > Add New Email > Verify it