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.
Description of Folktale User Roles
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
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 to collect authentic stories and ensure consent from its members.Functional Tasks:
- Create and record stories using presets.
- Tag stories.
- View the Story Library of their workspace.
- Field Reporters can only view stories that have been made visible to other contributors through the Story Visibility setting during authoring.
- 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.