Show which settings each role can use
Help admins and members recognize which controls they can use. Start from the same page and give each role a useful next step.
Video generation uses credits. Review your estimate in ngram. MP4 downloads require Basic or higher.
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When to use this template
Use this when two people follow the same article but only the admin can see the setting. Give the member a next step, such as asking the workspace owner to send the invite.
Start with your own task
Replace the bracketed details with your product, audience and source. Add current footage when you have it.
Make a help video for [role] showing how to [task] in [product]. Start at [page URL]. Show which controls someone with that role can see. End with [visible result]. If access is missing, explain who can help: [contact role].
| Slot | What to put |
|---|---|
| [role] | Role |
| [task] | Task |
| [product] | Product |
| [page URL] | Page URL |
| [visible result] | Visible result |
| [contact role] | Contact role |
Video generation uses credits. Review your estimate in ngram. MP4 downloads require Basic or higher.
How credits workWhat to show
Keep the starting screen and the result easy to recognize.
- 1
Identify the role
Name the role the viewer needs and show the starting page.
- 2
Show the available action
Follow the control visible to this role. Use a separate recording for another role.
- 3
Give the next step
End on the result or explain how to ask the right person for access.
Related templates
When a customer needs to see the steps
Collect current product screens
Record the steps in your browser
Start with existing instructions
Frequently asked questions
What if I only have an admin account?
How can I show a screen behind a login?
Explain settings by role
Video generation uses credits. Review your estimate in ngram. MP4 downloads require Basic or higher.
How credits work