A guide to user roles and permissions in Folktale workspace
Within the workspace in Folktale, there are 5 pre-defined user roles:
Each role has permission to perform the tasks shown in the table below.
Description of Folktale User Roles
An Admin is the Folktale Account Holder. Users should be assigned as an Admin if they need to be responsible for:
- Administrating the workspace
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Managing billing and subscriptions
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Creating new projects
- Managing workspace and project settings
- Inviting and managing permissions for other Admins and Insights Managers
If you create a workspace, you will be automatically assigned as the admin of the workspace. As an Admin, you will have access to the following menu:
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An Insights Manager leads and coordinates Folktale projects. Users should be assigned as an Insights Manager if they need to be responsible for:
- Inviting and managing permissions for Field Reporters
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Creating or editing Story Invitations or Story Presets
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Tracking stories in progress via the Project Dashboard
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Managing contributions in the Story Library
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Ordering Supercuts
Insights Managers can see all projects within the workspace, even if they're only assigned as the Insights Manager for one project. They can see the workspace but have limited access to make an edit.
Insights Managers will be able to view and navigate the following menu:
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Field Reporter
A Field Reporter is a user who captures stories for themselves or others using Folktale.
Users should be assigned as a Field Reporter if they need to:- Generate stories ad-hoc, without waiting for a Story Invitation
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Generate multiple stories on-demand using Story Presets
A Field Reporter can access active Story Presets from any workspace they belong to on their Home page and My Stories page. This page also allows them to access Story Invitations sent to them and their submitted stories. However, they don't have access to the workspace.
When a Field Reporter logs into their account, they will see the following interface.
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
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See reactions to their contributions
- Sign in to multiple devices
Contributors are managed by an Insights Manager, 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.
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 created a Guest account. This is beneficial for users who:
- Do not have an email address to create a Folktale account
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Want to contribute anonymously
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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.
Upon logging in, Guests will be presented with the following interface.
