Create and Manage a Team in Folktale

Building a strong team in Folktale ensures seamless collaboration and streamlined storytelling. By organizing Contributors into teams, you can efficiently manage story requests, assign tasks, and maintain consistency across projects

📍  Who is this for?

This guide is for Admins and Insights Leads who need to create and manage teams in their Folktale workspace.

🔑 What permissions are needed?

    • Admin or Insights Lead role is required to create and manage teams.
    • Team members must be added to the workspace before they can be assigned to a team.

How to Create a Team

  1. From your Folktale Home page, open your workspace page by clicking your workspace icon on the left green panel
  2. Click on the ⚙️ Settings button on the left panel on the left white panel.
  3. On the Settings page, click the People tab at the top of the page.
  4. Scroll down, and click Teams
  5. Under the Create Team section, click on the bar and add your team's name. Then press enter ↩️ or click on the green pop-up with the team's name to create your team.

Adding Members of Your Team

  1. After you create a Team, click on your Team name. You'll be directed to a new page where you can add a new team member.
  2. Click on the search bar and select your workspace members.
  3. Once you select their names, they will be listed as Team Members

⚠️ Please note that you can only add existing workspace members to a team. If they haven’t joined your workspace yet, be sure to invite them first.

Removing Members of Your Team

  1. If you'd like to remove a member, open the Team Member list
  2. Click on the three dots icon beside the selected member's name.
  3. Click on the Remove member button.
  4. There will be a pop-up to confirm the removal. Click OK.