Introduction to Workspaces

Workspaces in Folktale provide a dedicated space for teams to collaborate, collect and manage stories, and track progress on projects. This guide covers everything Admins and Insights Managers need to know about navigating and managing a workspace efficiently.

📍 Who is this for?

This guide is for Admins and Insights Leads who need to create, manage, and navigate workspaces in Folktale.

🔑 What permissions are needed?

Admins can create and manage workspaces, billing, and settings.
Insights Leads can oversee projects and manage stories.
Field Reporters, Guests, and Viewers do not have access to workspace settings.

What is a Workspace?

A Workspace is a central hub where your team collaborates on projects, collects and manages stories, and shares insights.

Each workspace is independent and requires its own subscription. You can request a demo to explore how Folktale works before committing to a subscription.

💡 When you create a new workspace, you are automatically assigned as the Admin, giving you full control over settings, users, and management features. Learn more about Admin permissions in Folktale Roles and Permissions.

Who Has Access to My Workspace?

Admins can manage workspace settings, branding, billing, and team permissions.
Insights Leads can create projects, invite Field Reporters, and manage collected stories.
Field Reporters, Guests, and Contributors can contribute stories, but do not have access to workspace settings, projects, or the Story Library.

Navigating to My Workspace

On Desktop

Sign in to your Folktale account.
Click on your workspace name in the left navigation panel.

On Mobile

Tap the menu icon in the top left corner.
Select your workspace name from the expanded panel.

What Can I Do in My Workspace

Create and Manage Workspaces

Set up a new workspace to collaborate with your team.
Each workspace requires a separate subscription.
Request a demo or speak to sales to explore Folktale.

Create and Manage Projects

Organize story requests and contributions within projects.
Track project performance using the Project Dashboard.

Manage People and Permissions

Invite, manage, and remove team members in your workspace via the People page.

Access Templates

Use global and custom story templates to streamline story collection.

Upload Branding Assets

Upload branding assets to automatically add them to submitted stories.

Manage Story Library

View and organize collected stories in the Story Library.
Order a Supercut to compile multiple stories into a summary video.

Manage Workspace Settings

Edit workspace settings such as name, logo, and description.