Team & Workspace
Preface is built around a workspace — a shared environment where your team creates and manages demos together. All demos, leads, and settings belong to the workspace.
Roles
Every team member has one of three roles:
| Role | What they can do |
|---|---|
| Owner | Full access — manage demos, settings, billing, and team members |
| Editor | Create and edit demos, upload steps, add annotations and voiceover |
| Viewer | View demos and leads, but cannot make changes |
Use the Viewer role for stakeholders who need visibility into demos (e.g. leadership, clients) but shouldn't be making edits.
Inviting team members
Owners can invite new team members from Admin → Users:
- Click Invite user
- Enter their email address and select a role
- Click Send invite
The invitee receives an email with a link to set their password and join the workspace. Invitations expire after 7 days — if they miss it, simply send a new one.
A screenshot of the Users admin screen with the invite form open will go here.
Managing team members
From the Users list, owners can:
- Change a member's role — use the role selector next to their name
- Remove a member — revoke their access immediately
Removed members lose access to the workspace instantly. Any demos they created remain in the workspace.
Your account
Click your avatar in the top-right corner and select Account to update your personal details:
- Name — your display name within the workspace
- Email address — used for sign-in and notifications
- Password — change your password at any time (you'll need your current password to confirm)
A screenshot of the Account settings page will go here.
Extension tokens
Extension tokens are personal API keys that allow you to share private demo access links. They're found in Settings → Extension Tokens (accessible from the top-right account menu).
Each token represents a unique viewer identity. You can create multiple tokens — for example, one per sales rep or one per customer — to track which link was used.
A screenshot of the Extension Tokens page will go here.
To create a token:
- Go to Settings → Extension Tokens
- Click Create token
- Give it a descriptive name (e.g. the name of the person it's for)
- Copy the generated link and share it with the intended viewer
Tokens can be revoked at any time.
Workspace settings
Owners can configure workspace-wide settings from Settings (in the top-right account menu). This includes:
- ElevenLabs API key — for AI voiceover generation
- SMTP settings — for sending gate notification emails from your own domain
These settings apply to the entire workspace and take priority over any server-level defaults.