Projects Overview

Projects in Storytell let you organize work, knowledge, and chats into separate, focused spaces, keeping everything segmented so teams can collaborate efficiently without clutter or overlap.

Written By Patrick Intervalo

Last updated 12 days ago

What are Projects?

A project is your main workspace in Storytell. Everything you do—files, collections, labels, skills, and chat—lives inside a project. You can have multiple projects (e.g. one per client, team, or initiative) and switch between them anytime. Projects let you keep context separate and invite others with the right level of access.

Why use projects?

  • Organization — Separate work by client, team, or topic without mixing content.

  • Collaboration — Invite colleagues by email, domain, or secret link and assign roles.

  • Scoped chat — Chat and knowledge are always scoped to the project you’re in.

  • Flexibility — Copy or move files between projects when you reorganize.

You need to be signed in to create projects. Once created, you can switch, edit, and share them from the Projects page or the project switcher in the sidebar.


What's inside a project

Each project contains:

  • Chat — Conversations are scoped to the current project and its knowledge.

  • Files — All files (assets) you upload; view and manage them on the Files page.

  • Collections — Groups of files you define; useful for chat scope and organization.

  • Labels — Tags you apply to files; labels are project-scoped and visible to everyone in the project.

  • Skills — Project-scoped skills (and user-scoped) that you can @mention in chat.

When you switch projects, your chat and view switch to that project’s content. You can copy or move files between projects when needed.


Creating a project

You can create a new project from the Projects page.

From the Projects page

  1. Go to Projects (e.g. click Projects in the sidebar or open your projects list).

  2. Click + Add project.

  3. In the Create a new Project modal:

    • Enter a Project name (required).

    • Optionally add a Description.

  4. Click the create button to save.

The new project is created and you can switch to it from the list to set it as your active project.

💡 Tip: On the Projects page, if you search and no project matches, you can press Enter to create a new project with the search text as the name.


Switching between projects

Your active project is the one that determines what files, collections, and chat context you see. You can change it anytime.

From the sidebar:

  1. Click the project switcher (current project name or “Your projects”).

  2. Search or scroll to find the project you want.

  3. Click the project to switch to it.

ℹ️ After switching, the URL updates to /project/[project-id], and all knowledge and chat are scoped to the new project. If a response was streaming when you switch, you may be prompted to stop and switch or wait for it to finish.


Editing a project

You can change a project’s name and description if you have permission to update the project (typically Owners and Collaborators).

From the Projects page:

  1. Go to Projects.

  2. On the active project card, click Edit (or open the project and use the edit option there).

  3. In the Edit this project modal, update Project name and/or Description.

  4. Click save.

From inside a project:

  1. Open the project (project detail page).

  2. Use the Edit option (e.g. from the project header or menu) to open the same Edit this project modal.

  3. Update the fields and save.

Only users with update permission see the Edit option. Changes are visible to everyone in the project immediately.


Sharing a project

Share a project so others can view or collaborate. You need permission to manage sharing (typically Owner). Open Share this project from the project header or from the Projects page (Share on the active project card).

Ways to share:

  • Invite by email — Send an invite to specific email addresses and choose their role (Owner, Collaborator, or Reader).

  • Domain access — Allow everyone with an email from a certain domain (e.g. your company) to access the project with a preset role. Use for whole-organization or team access.

  • Secret link — Create a link that adds anyone who opens it to the project with a chosen role. Good for temporary or link-based access.

⚠️ Important: Anyone with a shared project link gets the access level tied to that link. Be careful—sharing an Owner link gives full control of the project to anyone who opens it.

💡 Tip: Use domain invites to give your whole organization access at once with preset roles. Perfect for larger teams or agencies managing multiple projects.

For details on each method and how to change or remove access, use Share this project and follow the in-app options. You can also Learn project roles from that screen to understand Owner, Collaborator, and Reader.


Deleting a project

You can permanently delete a project and all its data if you have permission (typically Owner only). Deletion cannot be undone.

⚠️ Important: Deleting a project permanently removes all files, collections, labels, skills, chat history, and other data in that project. If the project is shared, all users with access will lose access and all data will be deleted for everyone. This action cannot be undone.

To delete a project:

  1. Open the project you want to delete (project detail page).

  2. Find the Delete option (e.g. from the project header menu or settings).

  3. Click Delete project (or Delete).

  4. In the delete confirmation modal (titled Delete "[project name]"), review the warning:

    • For shared projects: You'll see a warning that all data will be permanently deleted for all users with access.

    • For private projects: You'll see a warning that the project and all its data will be permanently deleted.

  5. Click Yes, delete project to confirm.

After deletion, if the deleted project was your active project, Storytell will switch you to another project (if available) or return you to the home page.

ℹ️ Only Owners can delete projects. Collaborators and Readers do not see the Delete option. If you don't see Delete, check your role in the project or contact the project Owner.


Project roles: Owner, Collaborator, Reader

Access to a project is controlled by roles. When you invite someone (by email, domain, or secret link), you choose the role they get.

Role What they can do

Owner

Full control: edit project name/description, manage sharing and invitations, delete the project, and everything Collaborators can do.

Collaborator

Add and edit content: upload files, create and edit collections and labels, chat, use project skills. Cannot manage sharing or delete the project.

Reader

View and use existing content: view files, use chat in the project, read collections. Cannot add, edit, or delete content or change sharing.

Your role is shown in the project header (e.g. “You are a: Collaborator”) and on project cards on the Projects page. Only Owners (and in some cases Collaborators) see Edit and Share; Readers see the project and can use it within their permissions.


Project URL and bookmarking

Each project has a stable URL: https://[your-app]/project/[project-id]. You can bookmark it or copy it from the project header (Bookmark this / copy link).

Note: Sharing this URL does not by itself grant access—users must already have access via an invite or sign-in. For link-based access, use Share this projectSecret link to create a link that grants a specific role.


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