Creating a Folktale Account
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      Create a Workspace managed account

      A guide for Admins and Insights Managers to create and manage a Workspace managed account

       Overview

      What is a Workspace managed account?

      A Workspace managed account is an account created within a workspace by an Insights Manager or an Admin for a Field Reporter to use.

      A Field Reporter can access this account through a unique URL specifically made for them. This eliminates the need for an email or password when creating an account, providing a more efficient way to bring Field Reporters on board.

      What are the benefits of a Workspace managed account?

      A Workspace managed account is useful for a Field Reporter who doesn't have easy access to email to be able to create their own account but doesn't want to contribute as a guest.

       

      Step One: Go to the People page

      Once you sign in, click on your workspace name in the left navigation panel (on desktop) or press the menu button in the top left and press on your workspace name from the panel (on mobile devices).

      On desktop On mobile devices

       

      Next, select People from the menu and you'll be taken to the People page.

       

      Step Two: Add a Workspace managed account

      From this page, click on Add workspace-manage account. This will open up the form where you can type a unique account name and create the account.

      Once done, you will receive confirmation that a new account has been created under the Current members section.
        

      💡 Note that an Insights Manager and an Admin can only create Workspace managed accounts for Field Reporters. Check Folktale Roles and permission to learn more.

       
      Once created, it will be listed under the Current members section. To tell a Workspace managed account from a user account, look below the name. A Workspace managed account has a sign-in link, while a user account has an email address.

       

      ⚠️ New team members can no longer be assigned the Contributor role on the People page. However, you can still find existing members with the Contributor role on the page. Note that once you change a Contributor to a different role, you cannot change it back to Contributor.

       

      Step Three: Copy the Sign-in link to your clipboard

      To share this new account with your Field Reporter, click the Sign-in link to copy it to your clipboard. Once they open the link, they will be taken to their My Stories page.

      ⚠️ Please note that you can only copy the link to your clipboard once. If you leave or refresh the page, you'll need to generate a new link and the old link will expire.

       

      Step Four: Remove the Workspace managed account

      To remove a Workspace managed account, click on the menu button and click Remove member.

       

      Once you've done managing your members, you can create and assign them to teams. This allows you to manage invitations for larger groups effectively.

      Check Create and manage teams to learn more.