Welcome to your Storydoc Team plan! As an admin, your role is to prepare the workspace so your team can create, collaborate, and scale effectively. Follow this checklist to get everything ready.
Create and manage stories
Set up your profile with your photo and personal link.
Start a new story using templates or generate one with AI.
Apply your brand settings so every story looks consistent.
Use Team Slides to pull in pre-approved, branded content.
Version or duplicate stories to adapt them for different audiences.
Share drafts with your team for review before sending externally.
Set up your workspace
Invite teammates and assign roles from the Workspace settings.
Apply company branding across all decks for consistency.
Set up a branded subdomain or enable white-labeling to match your company’s identity.
Secure your stories with password protection or access control.
Connect your CRM like HubSpot or Salesforce to sync data.
Manage your media library and keep assets organized.
Organize folders so your team can easily find and reuse content.
Track and scale
Review analytics across your team’s decks to monitor performance.
Manage versions and permissions to keep collaboration smooth.
Share your stories with links, embeds, or export to PDF.