Storykit

Manage your profile, organize projects, and control user access across your Agency and Clients.

Account and User Access

"To cancel your subscription, please reach out to your Storykit contact or our Support team. We’ll help you with the next steps.

How do I cancel my Subscription?

The Client view is a shared workspace where teams organize work using Projects and Folders. Access themes, templates, and user management.

Account overview

The Agency is a Master Account for managing multiple client workspaces. Master users can share assets and themes across all connected clients.

What is an Agency?

Folders help organize your shared workspace. Create as many as needed and use clear names to help your team find and manage projects.

What is a Folder?

Projects are containers for scripts and storyboards. Use them to group multiple video versions and collaborate within your shared workspace.

What is a Project?

Scripts are created in the Script Editor and must live within a Project. Use Script Preview to see a fast-paced slideshow of your video.

What is a Script?

Storyboards are created via the Storyboard Editor or from a Script and must live in a Project. Use hover preview to see a quick 5x speed slideshow.

What is a Storyboard?

Click the '+' by the 'Folders' header or the 'New Folder' button above your projects. Enter a name and hit 'Create' to start organizing.

How do I create a new Folder?

"Click the '+' by the 'Projects' header, name it, and hit 'Create.'

How do I create a new Project?

Click the cogwheel on a project, select 'Duplicate Project,' and hit 'Create.' This creates a clean copy of all assets and storyboards.

How do I make a copy of my Project?

Click the cogwheel next to the Project name, select 'Move Project to Folder,' choose your destination, and hit 'Save' to organize your work.

How do I move a Project to a Folder?

"Add notes by clicking the cogwheel next to the Project name and selecting 'Edit Project notes.' Remember to save your notes after typing.

How do I add a Note to a Project?

"Agency Admins can click the cogwheel and select 'Duplicate Project to Clients.' Recipients must 'Accept' to save a copy in their workspace.

How do I share a Project between different Clients?

Find your unique Storyboard ID in the browser URL or by clicking the project cogwheel and selecting 'Copy ID' for easy sharing and reuse.

Where do I find my Storyboard ID?

Set 'Insert Access' to 'Within account' or 'Public' to share your storyboard. Change this via the storyboard settings or the Project view.

How do I give access to my storyboard?

Scripts and Storyboards can’t be moved between different Projects. However, there is a workaround! The storyboard can be duplicated and th...

How do I move a Storyboard to a different Project?

To add a new client to your account, please contact your Customer Success Manager or Storykit Support to update your license and settings.

How do I add a Client?

In storykit there are a few different concepts to get your head around in order to understand how your account is set up and how our user access works. 

Your Account

Agency and Client Admins can update roles via the 'Users' menu. Select a user, click 'Edit' under Access, and save your changes.

How do I change access for a user?

"Admins can delete users via the 'Users' menu. Click 'Edit' on a user, then 'Delete'. Note: Users are hidden for 30 days and can be restored.

How do I delete a user?

Admins can add users via the 'Users' menu. Enter details, assign a role, and select a client. Note: Contact us to expand your seat limit.

How do I create a new user?

Storykit offers four user profiles: Client Admin/Editor and Agency Admin/Editor. Roles control access to users, themes, and project folders.

User access in Storykit

Enter your email and click 'Reset Password' to regain access. If you don't have an account yet, please reach out to Storykit Support.

How do I log in to Storykit?

It is not possible to limit specific features for users. We recommend setting clear rules of engagement for your team's account usage.

How do I limit the User Access for users in a Client?

To gain access to your Agency, please contact Storykit Support. Our team will help add your user account to the correct organization.

How do I get access to our Agency?

Client Admins can manage their own access directly. Editors should contact their CSM or Storykit Support to request access to a new client.

How do I get access to a different client?

Admins can add users via the 'Users' menu. Editors should contact their CSM or Storykit Support to request new user access.

How do I add a new user to my client?

The following section will help you understand more about our different user access.


User Access 

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