SiteStory allows you to add Members to your Workspace or separately to your Sites. This allows you to control who can access your Workspace, view your Sites and record Stories for them. 

Member Access Controls

SiteStory uses two related methods for controlling member access. These two methods are:

1. Member Type

2. Member Role

Adding Individual Members to your Workspace 

Warning: Admin & Manager Workspace Members can access all Sites by default.

1. Navigate to Settings.

2. Select the Members tab.

3. Click the Add Member button.

4. Complete the fields in the Add Member dialogue.

5. Click the Add Member button.

To Disable a Member's access to your Workspace, simply change their Status from "Active" to "Disabled". Disabled Members will be listed under the Members tab in a separate table. You can re-activate their access to your Workspace by changing the status back to "Active".

Bulk Adding Members to your Workspace

You can bulk add Members to your SiteStory Workspace either by typing the person's details in the bulk invite dialogue or via CSV file import.

1. Navigate to Settings.

2. Select the Members tab.

3. Click the menu button in the Add Member button.

 4. Select the Bulk Add option to open the Bulk Add dialogue.

• In the Bulk Add Members dialogue, you will: 

• Select the Role type that you wish to assign to the Members you invite

• Manually enter the Member details in the Bulk Member Entry field

• Or upload a CSV file containing the details for the Members you wish to add

Note: You can only select one Role Type when bulk adding Members. If you wish to add all your Managers and Authors, you must do this in two separate actions.

Manual Entry

• To manually enter the Members' details, type them into the "Option 1: Manual Entry" text field

• Use one row per Member details

• Comma-separate the Email, First Name and Last Name

• The Import Preview will provide a preview of the Member details and format validation check

Upload CSV

• Download the example CSV file

• Populate the CSV file, using one row per Member details

• Use the "Choose File" option to select your CSV file and import it into SiteStory

• The Member Details will be automatically populated in the Option 1 field

• The Import Preview will provide a preview of the Member details and format validation check

5. Once you have listed all Member details that you want to add, select the Add Members button to add the Members to your Workspace and send invite emails to each Member. 

Once the Members have been added, they will appear under the Members tab, and they can sign into the web and/or mobile application using the email address associated with the Member profile you have added.

Note: If you add new Members with Role Type "Author" to your Workspace after you have activated your Traffio integration, then SiteStory will run a resync process with Traffio to check if any of the new Members are assigned to Bookings that have already been created as Sites in your SiteStory Workspace. If new Author Members are assigned to the Bookings in Traffio, the platform will then automatically assign them to the associated Site in your Workspace.

1. Navigate to Sites.

2. Select the Site that you wish to add a Member to.

3. Select the Members tab.

4. Click the Add Member button.

5. Complete the fields in the Add Member dialogue.

6. Click the Add Member button.

To Disable a Member's access to the Site, simply change their Status from "Active" to "Disabled". Disabled Members will be listed under the Members tab in a separate table. You can re-activate their access to the Site by changing the status back to "Active".

Adding Members to Sites with Traffio Integration (Automatic)

If you use Traffio with SiteStory, team members are added to sites automatically when:

• They have been assigned to the booking in Traffio

• And they have an active SiteStory Member account that matches the email address on their Traffio user profile

What to do if team members aren't being added to Sites: 

They will not have an active SiteStory Member account, and you will need to invite them.

1. Go to your Workspace Settings → Members tab

2. Invite missing team members with the "Author" role

3. Make sure to invite them with the same email that's listed on their user profile in Traffio

Once invited, they'll automatically appear on new and updated sites when assigned to bookings in Traffio.

See our Traffio Integration guide to learn more about how Traffio integrates with SiteStory.

Questions or need further help? Contact us here.