Adding & Deactivating Team Members

Inviting and managing team members accounts and setting roles and permissions.
Written by Jeff Barson
Updated 1 year ago

Storyline Team Accounts come equipped with roles and permissions for Team accounts that allow you to invite all team members and control what they can access. 

To invite and manage team members

  1. Go to Settings > Team
  2. Click "+ Invite new" (top right)
  3. Enter business email and select 'Permissions''

Note: This invitation link must be accepted within 24 hours.
(You can resend the invite if needed.)

Adding Team Members

Setting Permissions

Deactivating an Account

You can deactivate an account at any time to block access without destroying any data. For example; you may have a team member that leaves the team and you want to remove their access. 

Note: To deactivate an account you must have Admin access.

To deactivate an account:

  1. Go to Settings > Team
  2. Find the account you want to deactivate (Each account will show it's status. If the toggle has a blue checkmark it's active. If it's greyed out, it's inactive.)
  3. Deactivate the account by sliding the toggle to the left. (This will immediately deactivate the account and block that person from logging in.)

Notes:

  • You may reactivate an account at any time by sliding the toggle to the right.
  • Adding, deactivating and reactivating accounts can affect your billing.

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