Adding & Managing Licensed Users

Adding FOLIO Users In Admin Panel 

• Click "Admin" on the left side menu in FOLIO. 
• On the "User Management" screen, click the pink "plus" button on the top right of the page. 
• Add the user's email and first name you wish to invite to the platform. 
• Click the "Send Invitation" button on the bottom right of the screen.

💎 Need more licensed users? Reach out to us at customercare@foliosi.com to obtain more licenses! 

Changing User Roles And Admin Status

• Click "Admin" on the left side menu in FOLIO. 
• On the "User Management" screen, locate the user you wish to change. 
• Use the "Role" dropdown to change the role. The role flushes to the Project Dashboard and Project Team pages. 
• Use the "FOLIO Access" dropdown to toggle a paid user between Admin and Member.
• If a user is still "pending" acceptance of the invitation, click the circle of arrows to re-send the invite.

💎 You can't change the "FOLIO Access" level of a Participant. Once a Participant, always a Participant. Participant users are only allowed "Collaborator" roles on a project. Learn more about Application and Project permissions HERE.

Adding More Licensed Users 

💎 Need more licensed users? Reach out to us at customercare@foliosi.com to obtain more licenses!