Change Licensed User Roles and Status

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 "Business Role" dropdown to change the role. *this does not drive functionality now, but will in later releases.*
  • Use the "Admin" toggle to give a user admin rights. *this will automatically give users "Lead" status when they are assigned to a project*
  • If a user is still "pending" acceptance of the invitation, click the circle of arrows to re-send the invite.
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