User Types, Roles and Permissions

An overview of user types, roles and permissions available to users in the Narratize platform.

With your organization’s Narratize account, you can set permissions for each user added to the account. Permissions, or what action a user can perform on the platform, are determined by the role they are assigned. 


Defining User Types

Admins

An admin is kind of like a "super user" which has the ability to oversee the entire account; managing the organization's users , seats, and teams.  This allows for one team member (or more if you choose) to manage their team effectively and securely. There are also other admin roles available, each with their own permissions: Organizational Administrator (the "super user"), Team Administrator, and a Project Manager. 

✏️ Note: Admins will invite you and your team members to create an account on Narratize. If you need invitation to be resent, or you never received one, check in with your admin first. 

Team Members

Team members are your teammates or employees in your department or organization whom you work with everyday and who also have a Narratize account. They can be invited to collaborate and share projects. You can see which teams you are a member of on the My Teams tab on your Dashboard. 

Users

A user is a type of team member that has an account on Narratize. A member can do the following (as well as the admins of course):

  • Create and edit content
  • Transform existing content
  • Create and edit projects
  • Use Narratize features on the platform 
  • Edit their profile. 

✏️ Note: While users can change their passwords, only admins can change an email address associated with a user's Narratize account. If you need to change your email address, contact your admin. 

The amount of members you can invite to your account depends on the numbers of seats in the plan you have purchased. 


Current roles & permissions available to organizations 

There are currently four roles available in the Narratize platform: Organization Administrator, Team Administrator, Project Manager, and Team Member. Here is an overview of the permissions associated with each role. 


Role 

Permission 

Team Member

Individual user level

  • View a team member
  • Add, upload, edit, and delete a document 
  • Move a document to a draft and/or to a project 
  • View a team project and document 
  • Change, delete, and view a StoryInfuser 

Project Manager 

Project level 

 

Everything a team member can do plus:

  • Create/Edit/Delete project
  • View all of the projects in an organization
  • Add/remove a project from a team 

Team Administrator 

Team Level 

 

Everything a Project Manager can do, plus:

  • Create/Edit/Delete a team in your organization
  • Add/remove members from a team
  • Add/remove the project from a team 

Organization Administrator

“Super User” Organization/ company level 

 

Everything a Team Administrator can do, plus:

  • View and manage their organization’s screen in the app 
  • Invite members 
  • Resend invites
  • View all seat details
  • Assign and manage roles
  • Remove members

How to set user permissions 


The Organization Administrator can assign roles and permissions from the Manage Organization page in their Narratize account. 

✏️Note: Only members assigned as Organization Administrators will have access to the Manage Organization page.

Permissions can be set at two points:


1. When adding a user to the account: 

Enter the user’s email address. Select their role in the drop down option.

2. After a user has been added to the account:

On the organization view, locate the user’s name. Then, open up the dropdown under the Role column.

Select the Role you want to assign to that user. 

 

 

Learn how to manage users in your organization.

 


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