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  • 👋Welcome to Storylane
  • 📚Storylane Playbooks
  • 🚀Quick Start Guide
    • Planning your Demo
  • ⭐Demo Type Examples
  • 📸RECORDING DEMOS
    • Recording - Overview
    • HTML Demo
    • Screenshot Demo
    • Mobile Demo
  • 💻EDITING DEMOS
    • Guides & Chapters
      • Adding Guided Steps
        • Adding Video Clips
        • Editing Video Clips
      • Customizing Steps
      • AI Assist
      • Chapters & Product Tour
    • Editing Screens
      • Cover, Fit, and Fill
    • Personalization
      • Personalize from Lead Form
      • Personalize from URL params
    • Sandbox Demo
      • Presenter Notes
    • Videos & Voiceovers
    • Demo Settings
      • Convert CTA Button
  • 🎊SHARING DEMOS
    • Sharing - Overview
    • Embed
    • Share Link
    • Via Email Campaigns
      • Share via Gmail Plugin
    • Socials
    • Download
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    • Conference Mode
  • 🌟Lily AI
    • Overview: Meet Lily
    • Lily For Demo Creation 🚀
      • Create & Improve with AI
      • AI Video Avatars
      • AI Voiceovers
      • AI HTML Editor
    • Coming Soon: Lily for Buyer Discovery 🔍
  • 🌐DEMO HUB
    • Demo Hub Overview
    • Demo Hub Configuration
    • Demo Hub Analytics
  • 📈TRACKING AND ANALYSING
    • Lead Capturing
    • Lead Attribution
    • UTM Tracking
    • Account-Level Insights
    • Viewer Data Enrichment
    • Usage Tracking
      • Analyzing Demo Performance
  • 🔗Integrations
    • Integrations
      • HubSpot
        • HubSpot Lead Forms
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        • Storylane App for Salesforce
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      • Clearbit
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      • G2
      • Webhooks
      • Cross-Frame Events
      • External API
  • 🤓Account
    • Managing Demos
    • Managing Team
    • Branding
      • Custom Theme
      • Custom Domain
    • GDPR Compliance
    • SSO
    • FAQs
      • How and Why to use Cookie Tracking?
      • How to capture HTML screens from multiple tabs?
      • How to edit the background of a screen with a pop-up?
      • How to copy a chapter to a demo?
      • How to add pop-up message for non-clickable elements?
      • How to Add/Embed a Storylane Demo in a Zendesk Article
      • Customizing and Tracking Demo URL Links
      • How to combine Desktop and Mobile captures?
      • If I Cancel My Subscription, What Happens To My Demos?
      • What accessibility standards do you support?
      • How to add or subtract a Date & Time token?
      • Why is part of my screen cut off in a demo?
      • How to Install & Connect Storylane via HubSpot Marketplace?
      • How do I send data to 6Sense?
      • Lead Attribution Tracking?
      • How to record a video avatar?
      • How to rearrange folders?
      • Do I need to update my cookie policy if I use Storylane?
      • Is it possible to connect a LinkedIn tracking pixel to Storylane?
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On this page
  • How do I add someone to my team?
  • Team roles in Storylane?
  • When to use Creator and when to use Presenter roles?
  • How to add or remove a team member from multiple workspaces?
  • How to assign a new owner (admin) to the team?
  • How do I change the email address of my account?
  1. 🤓Account

Managing Team

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

PreviousManaging DemosNextBranding

Last updated 5 months ago

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.

Role Permission Matrix

Permission
Admin/Owner
Creator
Presenter

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)

Yes

No (view only)

No (view only)

View/Edit Billing Info

Yes

No

No

Export Analytics

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 👇

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 'Add to other team' 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) > Set the permission to 'Admin'.

How do I change the email address of my account?

To change your account's email address, please contact us via support@storylane.io. We will do it for you.

Change Workspace Settings ()

branding, config, domain...