Admin Quick-Start Guide
👤 Admins oversee the entire platform, managing users, settings, and content. They control access, permissions, and overall operations, ensuring everything runs smoothly.
Introduction
This guide walks you through your journey as an Admin using Folktale to set up and manage your workspace. If you've just been invited to join Folktale, this guide will help you create your workspace, manage your team, send Story Invitations, and track project progress.
📍 Who is this for?
This guide is for Admins who are setting up and managing a Folktale workspace. It covers:
- Creating and configuring your Folktale workspace
- Managing team roles and permissions
- Sending and tracking Story Invitations
- Reviewing and organizing submitted stories
🔑 What permissions are needed?
- You must have created a workspace or been assigned an Admin role.
- You have full access to manage your workspace, team, and projects.
Creating Your Folktale Workspace
A Workspace is your virtual space where your team collaborates, collects, and manages stories. If you haven't already, you can create your own workspace.
Signing into Your Folktale Account
To begin, sign into your Folktale account at portal.folktale.io.
🔗 Signing Into Your Folktale Account
Setting Up Your Workspace
Adding People
Folktale provides different roles and permissions to help teams collaborate. Assign roles based on your team’s needs.
🔗 Managing People & Permissions
🔗 Folktale Roles & Permissions
Reviewing Folktale Templates
A Story Template helps contributors build a compelling story. Use existing templates to collect qualitative data easily.
Adding Branding
Upload your organization’s logo or branding assets to automatically add them to every story.
Editing Workspace Settings
Modify your workspace name, logo, and description anytime in the workspace settings.
Creating Your First Project
A Project is a dedicated space for collecting and organizing story contributions.
💡 Not sure where to start? Create a project called Folktale Testing & Training to explore features with your team!
Sending Your First Story Invitation
A Story Invitation is a request for contributors to submit a story. Define:
- The type of story you need
- How the story will be used
- When the story must be submitted
💡 Send your first Story Invitation to yourself to experience the recording and submission process firsthand!
Responding to a Story Invitation
Before submitting a story, contributors must accept the invitation to review its details.
🔗 Responding to a Story Invitation
Recording and Submitting Your First Story
Once you’ve accepted an invitation, you can begin recording.
🔗 Recording and Submitting Your Story
Filming Tips and Best Practices
✔ Good lighting – Face a light source to avoid shadows.
✔ Clear audio – Record in a quiet space to reduce background noise.
✔ Steady framing – Hold your phone still or use a stand.
🔗 Filming Tips and Tricks
Learn More with Folktale Academy
Interested in improving your mobile storytelling skills? Folktale Academy offers a free course on capturing meaningful narratives using your phone.
🔗 Introduction to Folktale Academy
Playback and Download Your Story
You can view and download your submitted story from your My Stories page.
🔗 Viewing and Downloading Stories
Tracking the Progress of Your Story Invitation
Monitor your Story Invitations through various tracking tools in your workspace.
🔗 Understanding the Project Dashboard
Reviewing Stories in the Story Library
All submitted stories are stored in the Story Library. Here, you can:
- React to stories with emojis to engage with contributors.
- Add tags to organize and filter stories.
- Order a Supercut, a compilation of multiple stories for insights.
🎉 Congratulations! You’ve now covered all the basics of Folktale. Here’s what you can do next:
Next Steps
- Check out the Admin & Insights Lead Playbook (coming soon).
- Improve your skills with Folktale Academy.
- Explore more features in the Help Center.