Manage users
This page explains how to invite new users to Storyteq CMP, edit their roles, and deactivate, reactivate, or delete them.
To manage users, navigate to the User Management page by selecting ⚙️ Administration from the bottom-left navigation, then selecting Users. From here you can search for users by name or email address, or filter the list by Role.
| You must have the Administration > Admin role to manage users. |
Invite a new user
To invite a new user, from the User Management page:
-
Select Invite Users.
-
Enter the following mandatory fields:
-
Email
-
First name
-
Last name
-
-
Select a role preset from the User Permissions dropdown.
Each preset assigns a default role to each domain. The table below shows the default role assigned per domain for each preset. For a full breakdown of what each role permits within each domain, see Domain permissions.
Preset Administration Portals Assets Templates Reviews Integrations Analytics Standard User
No role
Viewer
Creator
Creator
Creator
User
Viewer
Template Builder
No role
No role
Creator
Builder
No role
No role
No role
Portal Creator
No role
Creator
Viewer
Viewer
No role
No role
Viewer
Asset Librarian
No role
Viewer
Manager
Creator
Reviewer
User
Viewer
Client Admin
Admin
Creator
Manager
Admin
Manager
Manager
Viewer
Custom
—
—
—
—
—
—
—
Users with the Custom preset require both the Administration > Admin role and a Portals role to manage users, groups, portals, and assets. Assigning any Templates role also grants access to Adaptation Studio via the app switcher. -
To adjust an individual domain role, open the dropdown for that domain and select a different option.
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Select Save and Invite.
Once invited, the user receives an email notification inviting them to sign in.
Edit a user’s roles
To edit a user’s roles, from the User Management page:
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From the Active Users tab, browse or search for a user, and then select ✏️ edit from Actions.
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Select a new Roles preset, or adjust the domain roles as needed.
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Select Apply Changes.
Deactivate or delete a user
| A user must be deactivated before they can be deleted. |
To deactivate a user, from the User Management page:
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From the Active Users tab, browse or search for a user.
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For the user, select the ⋮ Actions menu, and then select Deactivate User.
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From the confirmation dialog, select Deactivate. The user moves to the Deactivated Users tab and can no longer access Storyteq CMP.
Alternatively, you can deactivate a user by deselecting the Active user checkbox from the edit user tab.
| Deleting a user is permanent and cannot be undone. |
To delete a user, from the User Management page:
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Select the Deactivated Users tab.
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Browse or search for a deactivated user.
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Select Delete User, then from the confirmation dialogue, select Delete.
Reactivate a user
To reactivate a deactivated user, from the User Management page:
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Select the Deactivated Users tab.
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Browse or search for a deactivated user.
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Select Activate User. The user moves to the Active Users tab, and can access Storyteq CMP again.
Alternatively, you can reactivate a user by selecting the Active user checkbox from the edit user tab.
Domain permissions
The following tables specify the permissions granted by each role within each domain. Roles are assigned per domain when inviting a user or editing an existing user’s roles.
Administration
| Permission | No role set | Viewer | Admin |
|---|---|---|---|
View users |
✖️ |
✔️ |
✔️ |
Invite and manage users |
✖️ |
✖️ |
✔️ |
Portals
| Permission | Viewer | Creator |
|---|---|---|
View and access portals |
✔️ |
✔️ |
Create and manage portals and pages |
✖️ |
✔️ |
Templates
| A Templates role is required to access Assets (adaptations). |
| Permission | Viewer | Restricted | Creator Limited | Creator | Builder | Admin | Integration |
|---|---|---|---|---|---|---|---|
View and review assets |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Download assets |
✔️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Create assets |
✖️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Upload assets |
✖️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Create and edit templates |
✖️ |
✖️ |
✖️ |
✖️ |
✔️ |
✔️ |
✖️ |
Share templates to other workspaces |
✖️ |
✖️ |
✖️ |
✖️ |
✖️ |
✔️ |
✖️ |
Workspaces page access and management |
✖️ |
✖️ |
✖️ |
✖️ |
✖️ |
✔️ |
✖️ |
Recreate and reversion completed adaptations |
✖️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✖️ |
| The Restricted role grants access to view adaptations and templates linked in reviews only. |
| The Creator Limited role grants the same permissions as Creator, but only for the user’s own templates, uploaded source assets, and rendered assets. |
Assets
| Permission | Viewer | Creator Limited | Creator | Manager |
|---|---|---|---|---|
View adaptations |
✔️ |
✔️ |
✔️ |
✔️ |
Download adaptations |
✔️ |
✔️ |
✔️ |
✔️ |
Create adaptations |
✖️ |
✔️ |
✔️ |
✔️ |
Recreate adaptations |
✖️ |
✔️ |
✔️ |
✔️ |
Delete adaptations |
✖️ |
✔️ |
✔️ |
✔️ |
Upload adaptations to other platforms |
✖️ |
✔️ |
✔️ |
✔️ |
| The Creator Limited role grants the same permissions as Creator, but only for the user’s own assets. |
Reviews
| Permission | Reviewer | Creator | Manager |
|---|---|---|---|
View reviews |
✔️ |
✔️ |
✔️ |
Add asset files to a review |
✔️ |
✔️ |
✔️ |
Create reviews |
✖️ |
✔️ |
✔️ |
Integrations
| Permission | User | Manager |
|---|---|---|
Upload assets to integrated channels |
✔️ |
✔️ |
Pick assets from integrated asset pickers |
✔️ |
✔️ |
Connect to integrated channels |
✖️ |
✔️ |
Add accounts and profiles to integrated channels |
✖️ |
✔️ |
| To upload completed adaptations to integrated channels, a user requires at least one Templates role (Creator, Builder, or Admin) and at least one Integrations role (User or Manager). |