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 used by the Chrome Extension. They let the extension list demos in your workspace and add captured screenshots to the demo you select.
Tokens are tied to your user account and inherit your workspace permissions. Owners and editors can use them to capture screenshots; viewers cannot add screenshots to demos.
A screenshot of the Extension Tokens page will go here.
To create a token:
- Go to Settings → Extension Tokens
- Click Create token
- Copy the generated token immediately
- Paste it into the Chrome extension when connecting
Keep tokens private. Revoke a token if it is exposed, no longer needed, or if you want to disconnect an old browser.
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 (see below)
- Anthropic API key — for AI Improve voiceover script suggestions
- 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.
ElevenLabs API key
Preface uses ElevenLabs to generate voiceover audio from your scripts. To connect your account:
- Log in to elevenlabs.io and go to API Keys
- Create a new key — when prompted for permissions, enable the following:
| Endpoint | Permission required |
|---|---|
| Text to Speech | Access |
| Voices | Read |
All other endpoints can be left at No Access.
- Copy the key and paste it into Workspace Settings → ElevenLabs API key
Once saved, the Generate Audio button becomes available in the voiceover editor for users who have been granted audio generation permission.
Anthropic API key
Preface uses Anthropic to improve written voiceover scripts with the AI Improve button. The feature analyses the selected step screenshot and uses saved context from the rest of the demo to suggest stronger narration.
To connect your account:
- Create or log in to an Anthropic account
- Create an API key in the Anthropic console
- Copy the key and paste it into Workspace Settings → Anthropic API key
Once saved, AI Improve becomes available in the voiceover editor. If no workspace key is configured, Preface falls back to the server-level ANTHROPIC_API_KEY if one exists.
AI Improve only suggests script text. It does not generate audio; use ElevenLabs or an uploaded MP3 for the voiceover audio itself.