Managing Team
In this section, you'll learn how to efficiently manage your team and collaborate effectively on Storylane.io
Last updated
In this section, you'll learn how to efficiently manage your team and collaborate effectively on Storylane.io
Last updated
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.
Storylane offers three team roles:
Admin/Owner: Full control
Creator: Create, edit, and publish demos and demo hubs.
Presenter: Access and view demos and demo hubs, and create demo links.
Full Control
Yes
No
No
Inviting Team Members
Yes
No (view only)
No (view only)
Demo Creation
Yes
Yes
No (view only)
Demo Editing
Yes
Yes
No (view only)
Change Demo Settings
Yes
Yes
No (view only)
Demo Publishing
Yes
Yes
No (view only)
Demo Sharing
Yes
Yes
Yes
Create Demo Links
Yes
Yes
Yes
Demo Hub Creation
Yes
Yes
Yes
Demo Hub Editing
Yes
Yes
Yes
Editing Hubs created by Others
Yes
Yes
No
Demo Hub Publishing
Yes
Yes
Yes
Publishing Hubs created by Others
Yes
Yes
No
Demo Hub Sharing
Yes
Yes
Yes
Create Demo Hub Links
Yes
Yes
Yes
Connect Integrations
Yes
No (view only)
No (view only)
Configure SSO
Yes
No (view only)
No (view only)
Configure Webhooks
Yes
No (view only)
No (view only)
View/Edit Billing Info
Yes
No
No
Export Analytics
Yes
Yes
Yes
👉 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 👇
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).
Open Storylane > go to "Settings" > click on "Team".
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) > Set the permission to 'Admin'.
To change your account's email address, please contact us via support@storylane.io. We will do it for you.