Folktale Roles & Permissions

Assigning the right people to the right roles in your workspace is the first step to success. This guide outlines each Folktale user role, their functional tasks, and who might be best suited for each role.

📍  Who is this for?

This guide is for workspace admins, managers, and team leads who need to understand user roles and permissions in Folktale. It covers:

  • Role responsibilities
  • Permissions for each role
  • Who should be assigned to each role

🔑 What permissions are needed?

  • The Insight Lead role is required to invite Field Reporters
  • The Admin role can manage the entire team

Each role has different permissions, outlined below.

Description of Folktale User Roles

Admin

The Admin oversees the entire workspace, managing members, assets, billing, and all high-level operations.

✔ Functional Tasks:

  • Manage the workspace and its members
  • Handle billing and credits
  • Create and close projects
  • Order supercuts
  • Full workspace visibility

👤 Who might suit this role:

  • Program managers
  • Heads of departments
  • Senior project leaders
  • Individuals responsible for workspace management and billing

Insights Lead

The Insights Lead coordinates storytelling initiatives, ensuring community voices are collected, understood, and impactful.

✔ Functional Tasks:

  • Define what needs to be understood
  • Identify key voices and engagement methods
  • Design story questions
  • Create/edit Story Invitations or Story Presets
  • Track story progress via the Project Dashboard
  • Manage contributions in the Story Library

👤 Who might suit this role:

  • Community engagement officers
  • Monitoring/Evaluation Managers
  • Team leads overseeing qualitative data collection

Field Reporter

The Field Reporter collects stories directly from the community using Story Presets. This role requires strong community connections to ensure authentic storytelling and proper consent.

✔ Functional Tasks:

  • Create and record stories using presets
  • Tag stories
  • View the Story Library (only stories made visible to contributors)

👤 Who might suit this role:

  • Field teams
  • Community liaisons
  • Individuals responsible for direct story collection

Coordinator

The Coordinator ensures data integrity by viewing and tagging submitted stories, aligning them with analytical frameworks.

✔ Functional Tasks:

  • Edit subtitles
  • Tag stories

👤 Who might suit this role:

  • MERL coordinators
  • Program coordinators
  • Team members responsible for data integrity and analysis

Viewer

The Viewer reviews content within the workspace, including story libraries and supercuts, without editing capabilities.

✔ Functional Tasks:

  • View the workspace Story Library and Supercuts

👤 Who might suit this role:

  • Senior executives
  • Donors and partners
  • Stakeholders interested in reviewing content without editing

Guest

A Guest is a user invited to submit a story but does not create a Folktale account. Instead, they create a Guest session.

✔ Who might benefit from a Guest account?

  • Individuals without an email address
  • Users who prefer anonymous contributions
  • Participants contributing infrequently

⚠️  Note: Guests can access their submissions only while their session remains active. If they log out or their session expires, they will need a new invitation.