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  1. Click the Create button in your Yellowfin instance.
  2. Select Story from the list. (If you do not see this option, then ensure that you have the correct role function. Click here to learn more.) 



  3. If this is your first time opening the Story builder, you will be greeted with a welcome message. If you wish to never see this message again, select the Got It! checkbox, otherwise this message continues to appear every time the builder is opened. Click Get Started to begin editing the Story.



  4. You will be navigated to the Story Builder that lets you create a new Story. Click here to learn about the different options of this builder. 

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  1. Click on the header image area at the top of your Story.
  2. The Image Manager popup will appear on doing so. Use this to choose an already existing image, or upload a new image using the Add button. 



  3. Note that the header size is fixed in the Story module. If your image size exceeds the limit, the displayed image will be cropped. See the note above for further clarification.

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A user can start building a Story, but will have sole access to view or edit it while it is in draft mode. They can invite other users to contribute to it. The Story creator will be known as the author, and the other users who are invited will be known as collaborators. Not every collaborator will end up contributing to a Story; those who do, will be referred to as editors.
Once a Story is finalized and published, all of its users will be listed. This ensures data governance as Story readers will be able to identify exactly who has contributed to a story, such as data experts, increasing the reader's trust in the Story. If a published Story requires updating, then only the author will be able to put the Story back in draft mode, to allow collaborators to update it. Similarly, only the author will be able to delete a Story. A An editor/collaborator can copy a Story, and become the author of the copied version, but will not be able to delete the original Story.

Note that any user with the 'Story Admin' role function has access to perform any action on a story, even if they are not the author.
 

Multiple collaborators

Live co-authoring is currently not supported, so in case of multiple collaborators, only one user will be able to edit a Story at a time, including the author. Other collaborators will be able to preview the Story, but only edit it when the current editor closes it. This ensures that changes do not get overwritten. 
A warning appears if a collaborator tries to edit a Story that is already being edited.


 

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