Team Collaboration: Work Together

StoryCycle Genie™ supports team collaboration, allowing multiple team members to share brand intelligence, create content together, and manage shared resources.

Team Accounts vs Personal Accounts

Personal Account

• Individual use
• Personal credit allocation
• Private brand stories and content
• Single user access

Team Account

• Shared workspace
• Shared credit pool
• Collaborative brand development
• Multiple team members
• Role-based permissions

Creating a Team

How to Create a Team

1. Click account selector (top left)
2. Click "+ Create Team"
3. Enter team name
4. Click "Create Team"

What Happens:

• New team workspace created
• You become team owner
• Shared credit pool established
• Team appears in account selector

Team Setup

After Creating:

1. Add team logo (Settings)
2. Invite team members
3. Set up billing
4. Create shared brand foundation

Managing Team Members

Inviting Team Members

How to Invite:

1. Switch to team account
2. Go to Members
3. Click "Invite Member"
4. Enter email address
5. Select role
6. Click "Send Invitation"

The Invitation Process:

• Team member receives email invitation
• They click link to accept
• They create account (if needed)
• They get access to team workspace

Invitation Status:

• Pending: Invitation sent, not yet accepted
• Accepted: Team member has access
• Expired: Invitation expired (resend if needed)

Team Member Roles

Owner:

• Full access to everything
• Manage billing and credits
• Invite/remove members
• Delete team
• Transfer ownership

Admin:

• Access all content and features
• Invite/remove members (except owner)
• Manage team settings
• Cannot delete team or manage billing

Member:

• Create and edit content
• Access shared brand foundations
• Use all Genies
• Cannot invite others or change settings

View-Only (coming soon):

• View brand stories and content
• Cannot create or edit
• Reference-only access

Removing Team Members

How to Remove:

1. Go to Members
2. Find team member
3. Click "..." menu
4. Select "Remove Member"
5. Confirm removal

What Happens:

• Member loses access immediately
• Their chat history preserved (team workspace)
• Content they created remains with team
• They keep personal account

Cannot Remove:

• Team owner (must transfer ownership first)
• Yourself (use "Leave Team" instead)

Changing Member Roles

How to Update Role:

1. Go to Members
2. Find team member
3. Click "..." menu
4. Select "Change Role"
5. Choose new role
6. Confirm

Role Changes Take Effect Immediately

Working Together

Shared Brand Foundation

Team Access to Foundations:

• Brand Story: Shared across team
• Audience Stories: Shared across team
• Content Playbook: Shared across team

Best Practice:

• Designate 1-2 people to create foundation
• Review together before finalizing
• All team members reference same foundation

Collaborative Content Creation

Creating Content as a Team:

Option 1: Individual Creation

• Each member creates content independently
• All content saves to shared Assets
• Team maintains consistent brand voice (foundation)

Option 2: Iterative Refinement

• Member A creates initial draft
• Saves to Assets
• Member B opens via Chat History
• Continues iteration
• Maintains full context

Option 3: Parallel Creation

• Different members create different content types
• All reference shared foundation
• Consistency maintained automatically

Chat History Sharing

How It Works:

• All chat history within team account is shared
• Any team member can open and continue conversations
• Full context preserved

Use Cases:

• Pass work between team members
• Review and refine together
• Continue where someone left off
• QA and approval workflows

Assets Organization

Team Assets:

• All saved content accessible to team
• Organized by type and date
• Search across all team assets
• Download and share easily

See: Assets Folder for details

Credit Management

Shared Credit Pool

How Team Credits Work:

• One credit pool for entire team
• All members draw from same pool
• Real-time credit consumption
• Usage tracked per member

Monitoring Team Usage

View Team Credits:

1. Switch to team account
2. Click Usage
3. View credit breakdown by:
   • Team member
   • Genie used
   • Date range
   • Content type

See: Usage Tracking

Adding Credits

Team owners can:

• Purchase additional credits
• Manage billing
• Set up auto-refill
• View billing history

Non-owners see:

• Current credit balance
• Cannot purchase or modify billing

Transferring Ownership

When to Transfer

Common Scenarios:

• Owner leaving organization
• Role change within company
• Consolidating team management
• Business transition

How to Transfer Ownership

Owner Steps:

1. Go to Settings (team account)
2. Scroll to "Transfer Ownership"
3. Select new owner (must be team member)
4. Type team name to confirm
5. Click "Transfer Ownership"

What Happens:

• New owner gets full access
• Previous owner becomes Admin
• Billing transfers to new owner
• Cannot be undone

Requirements:

• New owner must be existing team member
• Cannot transfer to pending invitations
• Must have at least one other member

Leaving a Team

How to Leave

Member Steps:

1. Switch to team account
2. Go to Members
3. Find yourself in list
4. Click "Leave Team"
5. Confirm

What Happens:

• You lose access immediately
• Chat history remains with team
• Content remains with team
• Personal account unaffected

Team Owner Cannot Leave:

• Must transfer ownership first
• Then can leave as regular member
• Or delete team instead

Best Practices

Team Onboarding

New Team Member Setup:

1. Send invitation
2. Share Foundation assets for review
3. Show them Chat History and Assets
4. Assign first content creation task
5. Review together

Communication

Stay Aligned:

• Designate foundation owners
• Create style guide from playbook
• Use chat history notes
• Regular content reviews

Organization

Keep Things Clean:

• Use descriptive save names
• Tag content by campaign/project
• Archive old content
• Maintain current foundation

Credit Management

Avoid Surprises:

• Monitor usage regularly
• Set up usage alerts
• Add credits proactively
• Track by member if needed

Common Questions

Q: Can team members see each other's chat history? A: Yes, all chat history within the team account is shared. Personal account chats remain private.

Q: What happens to content if someone leaves? A: Content stays with the team. It was created in the team workspace.

Q: Can I be on multiple teams? A: Yes! Switch between teams using the account selector.

Q: How many team members can I have? A: Depends on your plan. Check Settings → Billing for your limit.

Q: Can I convert my personal account to a team? A: No, but you can create a team and migrate your content to it.

Q: Do team members need separate subscriptions? A: No, the team subscription covers all members.

What's Next?

Learn more about platform features:

1. Account Settings - Manage your profile
2. Usage Tracking - Monitor team credit usage
3. Assets Folder - Organize team content

Need help? FAQ