Workspace administration

How to manage the people in a workspace, what each role can do, and what you can set under Settings. Settings is open to admins and power users.

Roles

Every member has one of four roles. A person has one role, and it applies in every workspace they belong to.

What they can do	User	Editor	Power user	Admin
Open published reports and public stories	Yes	Yes	Yes	Yes
Create stories and build reports as drafts	No	Yes	Yes	Yes
Publish, move, clone and delete any report; manage report groups	No	No	Yes	Yes
Make stories public or private; share a story outside finstory	No	No	Yes	Yes
Open Settings; invite and remove members; change roles	No	No	Yes	Yes
Use Data Models: structure, upload and download	No	No	Yes	Yes
Connect sources and manage schedules	No	No	Yes	Yes
Give someone the Admin role	No	No	No	Yes
Delete a model; import a report file; change someone else’s private story	No	No	No	Yes

Manage members

Open Settings > Members. The page lists everyone with access to the workspace and their role.

Invite someone

1. Under Add users, enter the person’s email address and pick a role.
2. Choose Add Invite. finstory shows a one-time invite link. It does not send an email.
3. Choose Copy link and send the link to the person yourself.
4. The person opens the link and signs in with that email address.

The link is shown only once and expires after 14 days. Under Pending invites you can make a New link (the earlier link stops working) or Revoke an invite.

Change a role

1. In the members list, choose Edit role next to the person.
2. Pick the new role and choose Save.

Only an admin can give someone the Admin role, or change the role of a power user or another admin. You cannot change your own role.

Remove someone

Choose the remove button next to the person, then confirm. They lose access to this workspace. You cannot remove yourself.

Settings pages

Open Settings at the bottom of the menu. Press Ctrl+K to search for a setting by name.

Group	Page	What you set there
Workspace	General	Rename the workspace. Clear saved report figures after you change or reload data. The person who started a trial workspace can delete it here.
Workspace	Company profile	What Reeve and Claude know about your company. They read it in every answer.
Workspace	Number format	How figures look in every report and story: negative numbers, separators, zero display and empty cells. A single report can still set its own.
Workspace	Brand	Your colours and fonts on reports and stories.
Workspace	Members	Who can open the workspace and what each person may do.
Data	Connections	The sources the workspace loads from. See Integrations and connectors.
Data	Schedules	Loads that run by themselves.
Data	Models	Opens Data Models. See Importing and managing data.
Reeve	AI usage	How much of the workspace’s AI budget Reeve has used.
Reeve	Privacy & retention	What finstory keeps of your work with Reeve, and for how long.
Reeve	Memory	What Reeve remembers about your company and about you. Every role can open this page.
You	Your account	Your email, how you sign in and your role, with Log out. Set your default workspace.
Help	Help & support	How to reach support.

If you leave a page with unsaved changes, finstory asks first.

Workspace settings in more detail

Workspace name

In General, type the new name and choose Rename. Everyone in the workspace sees the name in the menu and the workspace switch.

Default workspace

The workspace switch changes only the tab you are in. To make the current workspace the one every new tab opens, go to Your account and choose Make … my default.

Company profile

Describe your business in your own words: what you sell, how you are organised and the terms you use. Choose Save Context when you are done. The AI reads up to 16,000 characters.

Getting help

Email support@finstory.ai. The support team aims to reply within one business day.