Create a Workspace Managed Account (WMA)

A Workspace Managed Account is an account created within a workspace by an Admin or Insights Lead for a Field Reporter to use.

Field Reporters access these accounts using a unique sign-in link, eliminating the need for an email address. This provides a more efficient way to onboard Field Reporters who lack easy email access but want to contribute beyond a Guest account.

📍  Who is this for?

This guide is for Admins and Insights Managers who need to create and manage Workspace Managed Accounts (WMA). It covers:

  • Creating a Workspace Managed Account
  • Sharing access with Field Reporters
  • Removing managed accounts

Step One: Go to the People Page

  1. Sign in to Folktale.
  2. Click on your workspace name in the left navigation panel (desktop) or tap the menu button in the top left corner (mobile) and select your workspace.
  3. Navigate to the People page.

Step Two: Add a Workspace Managed Account

  1. Click Add Workspace Managed Account.
  2. Enter a unique account name.
  3. Click Create Account.

Confirmation

  • The new account will appear in the Current Members section.
  • Workspace Managed Accounts do not have an email address; instead, they display a sign-in link.

Step Three: Copy the Sign-in Link

To share the Workspace Managed Account with a Field Reporter:

  1. Click Sign-in Link to copy it to your clipboard.
  2. Share the link with the Field Reporter.
  3. When they open the link, they will be directed to their My Stories page.

⚠️ The sign-in link can only be copied once. If the page is refreshed or closed, a new link must be generated, and the old link will expire.

Step Four: Remove a Workspace Managed Account

To remove a Workspace Managed Account:

  1. Click the menu button next to the account.
  2. Select Remove Member.

After managing your team, you can create and assign teams for better invitation management.

🔗 Learn how to create and manage teams