A guide for an Admin or an Insights Manager to make changes to, temporarily deactivate, or delete a Story Preset
Overview
Step One: Go to the Story Preset page
Once you sign in, you will be directed to your Home page. From there, click on the Create tab and locate the preset that you wish to modify. Once found, click on Edit to navigate to the Story Preset page.
Alternatively, you can click on your workspace name and select a project. Next, click on Story Preset and you'll be taken to the Story Preset page.
Select a preset and click on the menu button. This will open the options to disable, modify, or remove the preset.
Disable this preset
To temporarily deactivate a preset, select Disable this preset.
Once selected, the preset will be hidden from Field Reporters on their Home page and My Stories page. Disabled presets will be marked and will not be visible on the My Stories page until re-enabled.
Modify this preset
Select Modify this preset to make changes to any of the fields except for the project that the preset belongs to. Selecting this will take you to a new page.
You can redefine the purpose of the story by changing the title, primary usage, intended audience, and the purpose of your story collection. You can also edit or add story tags to be applied to each submitted story.
Additionally, you can change the type of the story by changing and customizing the template, editing the contributor's access to import media files, and adding or changing branding.
Lastly, you can edit contributor access to stories and edit messages to contributors.
Once done, review the preset summary and click Save preset.
💡 If Field Reporters are offline when the changes to a preset are made, the changes will only be updated once they reconnect to the internet and the preset can sync.
Remove this preset
