Finding it hard to manage Big & Small details about how teams and employees are using the account? We thought Workspace might help.
What is a Workspace?
As StoryXpress is a collaborative platform, a workspace allows you to have a team of people who would jointly work with you on the platform. This also has the capability to set default styling to your players and manage the roles assigned to your team members for effectively working on the platform.
The workspace includes the following:
- General Workspace Settings – This allows you to rename your current workspace name, switch between different workspaces and allows you to create a new workspace.
- Changing the player styling – Colours can be changed for the player in order to differentiate between brands and similar product lines
- Notification Preferences – Get Notifications about the number of views on your videos by toggling the notification options
- Privacy – Managing visitor’s data to access all the information which StoryXpress has collected from your viewers.
- Team members and their roles – This allows you to add members to your workspace and assign them roles and manage the teams.
How to create a new team/workspace?
- In the workspace bar, Click on General Settings icon >> Add workspace
- Enter the Name of the workspace
- Press on the Create button, to add a new workspace.
How to switch between different workspaces?
- Click on the General Settings on the left sidebar
- The name of your team will be visible on the screen.
- Click on the arrow that is next to it.
- Select the team you want to work in.
This will allow you to switch between different workspaces.
How to rename the workspace?
To rename the workspace:
- Go to the Workspace menu >> Click on the General option available on the left sidebar
- Click on the pen icon to Change Name (Next to the team name) >> Click on the check button to make the changes.
How to join an existing workplace?
- In the Workplace settings,>> General >> New Workplace (Refer to screenshots above for the initial steps)
- Click on Join an existing workplace >> Add Invite token which is shared by the team owner
How to add more participants to the team?
- Click on general settings >> Members >> Click on Add Member
- Enter either the email address of the new member or generate the invite link.
How to search for team members?
Go to the Members tab and click on the Search Bar on your right-hand side. (Refer to the above screen captures the first step)
How to change the role of a member?
General Settings (Under workspace) >> Members >> Change Role
What is the difference between the Owner, Editor and Biller roles in the Workspace?
There are three types of roles assigned to members in a workspace:
- Owner: The owner has the right to add members and change the roles, apart from that has the right to view the billing history
- Biller: This is the person on whose name the invoice is made
- Editor: Team members who create or can edit the content which is created
How to delete members from the team or delete the team?
To delete a member: Workspace category >> Members >> Click on the Remove icon.