Adding & Managing Members
Adding & Managing Members
Embedded Files
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
Member Access Controls
SiteStory uses two related methods for controlling member access. These two methods are:
Member Type
Member Role
Member Types
Member Types
The Member Type controls whether a member can access the SiteStory web application, mobile application or both. In the case of a Site Member, it also controls what Sites they can see in the SiteStory mobile application.
Workspace Members - These Members can access features in the web application based on their role type and view and record Stories for all Sites.
Site Members - These Members can only view and record Stories for Sites they are Members of via the SiteStory mobile app.
Member Roles
Member Roles
The Member role controls what features the Member can access and what actions they can complete in SiteStory.
Admin:
Can sign in to the SiteStory web and mobile apps
Full Workspace access includes Settings
Can view all Sites by default
Can record Stories for any Site
Can create Sites
Can delete Stories
Can add/disable Members for a Workspace
Can add/disable Members for a Site
Can manage Integrations
Can access Billing
Can download stories
Can share stories
Manager
Can sign in to the SiteStory web and mobile apps
Full Workspace access, excluding Settings
Can view all Sites by default
Can record Stories for any Site
Can create Sites
Can delete Stories
Can add/disable Members for a Site
Can download stories
Can share stories
Author
Can ONLY sign in to the SiteStory mobile app
Can ONLY view Sites that they are a Member of
Can ONLY record Stories for Sites that they are a member of
Can ONLY view Stories that they have recorded
Can delete stories that they have recorded from their device
Adding Members to your Workspace
Adding Members to your Workspace
Warning: Workspace Members can access all Sites by default.
Navigate to Settings.
Select the Members tab.
Click the Add Member button.
4. Complete the fields in the Add Member dialogue.
5. Click the Add Member button.
6. The Member will receive an invite email for SiteStory.
Once the Member has 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.
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".
Adding Members to a Site (Manual)
Adding Members to a Site (Manual)
What happens when you invite someone to a Site:
New to SiteStory: If they don't have a SiteStory Member account yet, we'll create one for them as an "Author" and send them setup instructions via email.
Existing Member: If they already have a SiteStory account, they'll receive an email letting them know they've been invited to your site and can start recording stories.
Navigate to Sites.
Select the Site that you wish to add a Member to.
Select the Members tab.
Click the Add Member button.
5. Complete the fields in the Add Member dialogue.
6. Click the Add Member button.
7. The new Member will receive an invite email for SiteStory.
Once a Member has been added to a Site, they will appear under the Members tab for the Site, and they can see the Site when signed into the mobile app and select it to record Stories for.
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)
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
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.
Go to your Workspace Settings → Members tab
Invite missing team members with the "Author" role
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.
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