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For an Overview of Permissions, click here. |
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If you are interested in learning all about Administrating a Motive account, check out theAdmin Essentials course in Motive Academy. |
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Table of Contents |
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Note: There are Collaborators within Storyflow, as described below and Collaborators within Launch described here. These may be the same or different individuals depending on the permissions given. |
Quick Links
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Definition
An individual with permission to manage content within a Storyflow Workspace(s).
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There are two permissions at the Organization level:
Permission Name | Details |
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Storyflow Organization Admin | An administrator of the Storyflow service. They are able to manage and assign roles for spaces within Storyflow. |
Storyflow Organization Member | Gives the user the ability to access Storyflow and be added to spaces to create training content. |
When an individual with each of these permissions views the Storyflow Administration area, this is what they would see:
This is the view from Manny the Manager’s Storyflow account. Manny has the Admin Permission:
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This is the view from Tamara the Trainer’s Storyflow account. Tamara has the Member Permission:
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Open the main HUB Dashboard
Click Administration
Choose Organization
Click the edit icon next to the user you want to modify permissions for:
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Scroll down to the Storyflow area and check the box for the permission you want to add or modify
Save:
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Now that the Organization Permissions are set, you can move onto the Storyflow Workspace Permissions.
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Collaborators are individuals granted access to Workspaces. You can add a Collaborator to all of your Workspaces, or, only the ones they should have access to.
Open Storyflow
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Select the Organization
Click
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Administration
What you see here is dependent on the Workspaces you have set up in Storyflow. In this example I have three but you may have one or a different number:
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For each Workspace, there is a “Collaborators” area. If you click on the “+” icon you can add users that have previously been given access in the Manage Organization area to a specific Workspace. If you click on the main field, you can view the current Collaborators and mange their permissions.
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Click the + icon to the right of the Workspace you want to add Collaborators for
Check the names:
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Click
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Add
Troubleshooting: No Collaborators to Add
If you click the “+” icon expecting there to be users there to add as Collaborators, but they are not there, then please check the following:
Have they already been added? Go back to the list of Workspaces and click on the main field for Collaborators where we view same. See if they are already there.
If the Collaborator has not been previously added, you must ensure that they have been given the permissions as outlined in Step 2 above.
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There are two permissions at the Workspace level:
Permission Name | Details |
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Admin | The Admin permission allows for the wider ability to delete things in Storyflow. Most notably: Delete Bundles, Delete Projects, and Restore Backups. |
Author | An individual that will be authoring content, but does not have access to the deletion permissions that an Admin possesses. |
Steps to Add/Edit the Storyflow Workspace Level Permissions of a User
Navigate to the Administration area of Storyflow
For the particular Workspace you want to add permissions for, click in the main field of Collaborators to view permissions:
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Click the dropdown to the right of the Collaborator’s name, and choose the appropriate permission:
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Click outside of the box to save changes.
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Repeat These Steps You must repeat these steps for every Workspace and every Collaborator. |