Overview
What is a Workspace Managed Account?
How to create a Workspace Managed Account
What is a Workspace Managed Account?
A workspace managed account is a Folktale account that has been created by an Insights Manager or an Admin for use by a Contributor.
Instead of sending an email invitation to a Contributor to create their own Folktale account using their email and password, an Insights Manager or Admin can quickly and easily create a workspace-managed account that can be accessed via a URL, without the need for an email or password.
What are the benefits of a Workspace Managed Account?
Workspace-managed accounts are useful for Contributors who don't have easy access to email to be able to create their own account, but don't want to contribute as a guest.
How to create a Workspace Managed Account
Step One: Navigate to the People page
Navigate to the People page of your account by clicking on the workspace name
Step Two: Click on the header Add workspace-managed account to expand the section
Step Three: Add an account name.
Each account should be unique to an individual. Click 'Create account.' You will receive confirmation that a new account has been created for your user under 'Current Members'
Step Four: Copy the Sign-in Link
To share this new account with your Contributor, click the 'Sign-in link' to copy it to your clipboard. You can now share this link with your Contributor to access their account.
⚠️NOTE: You will only be able to copy the link to your clipboard once. Once you leave or refresh the page, you will have to reset and generate a new link to share with your Contributor. Once the link is reset, the old link will be expired.