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Folktale Roles & Permissions

A guide to user roles and permissions in Folktale workspace

Assigning the right people to the right roles in your workspace is the first step to success.
Here's a breakdown of each role, their functional tasks, and who might suit these roles.:


 

Each role has permission to perform the tasks shown in the table below.

Screenshot 2024-05-16 at 10.30.52 pm

 

 
 

Description of Folktale User Roles

Admin

The Admin oversees the entire workspace, managing members, assets, billing, and all high-level operations.


Functional Tasks:

  • Manage the workspace and its members
  • Handle billing and credits
  • Create and close projects
  • Order supercuts
  • Full workspace visibility

Who might suit this role:

  • Program managers
  • Heads of departments
  • Senior project leaders
  • Individuals responsible for overall workspace management and billing

 

 
 

Insights Lead

The Insights Lead coordinates storytelling initiatives, ensuring community voices are collected, understood, and impactful. 

Functional Tasks:

  • Defining what needs to be understood
  • Identifying which voices need to be heard in order to understand
  • Choosing the appropriate methods to engage and collect these voices
  • Designing the right questions to ask
  • Creating or editing Story Invitations or Story Presets

  • Tracking stories in progress via the Project Dashboard

  • Managing contributions in the Story Library

Insights Leads can see all projects within the workspace. This is a high trust role who should have a level of trust with contributors from whom they are requesting stories from

Who might suit this role:

  • Community engagement officers
  • Monitoring/Evaluation Managers 
  • Team leads who oversee the qualitative data collection activities

Field Reporter


The Field Reporter is responsible for collecting stories directly from the community using predefined presets. This role requires a high level of connection within the community in order to collect stories and consent from its members.

Functional Tasks:

  • Create and record stories using presets
  • Tag stories

Who might suit this role:

  • Field teams
  • Community liaisons
  • Individuals responsible for collecting stories directly from the community

 

Coordinator

Purpose: The Coordinator ensures data integrity by viewing and tagging submitted stories, aligning them with analytical frameworks.


Functional Tasks:

  • Edit subtitles
  • Tag stories

Who might suit this role:

  • MERL coordinators
  • Program coordinators
  • Team members responsible for data integrity and analysis


Contributor

A Contributor is a user who has been invited to contribute to a Story Invitation and has chosen to create a Folktale account. By having an account, they can:

  • Have ongoing access to the stories they have contributed over time
  • See reactions to their contributions

  • Sign in to multiple devices

Contributors are managed by an Insights Leads, who can:

  • Regularly invite them to contribute their stories
  • Track and notify when they start but do not submit a story in progress
  • Add them to teams for easy management of invitations 

A Contributor can access their Story Invitations on their Home page and access the stories they've submitted on their My Stories page.

When Contributors log in, they will see the following interface.

 

Viewer

The Viewer reviews content within the workspace, including story libraries and supercuts, without editing capabilities.


Functional Tasks:

  • View the workspace story library and supercuts

Who might suit this role:

  • Senior executives
  • Donors and partners
  • Stakeholders interested in reviewing content without editing

Guest


A Guest is a user who has been invited to contribute to a Story Invitation but has chosen not to create a Folktale account. Instead, they create a Guest account. This is beneficial for users who:

  • Do not have an email address to create a Folktale account
  • Want to contribute anonymously

  • Will make Folktale contributions infrequently

Guests can access their Story Invitations and the stories they've submitted on their My Stories page as long as they do not sign out from the account or let the session expire.