By setting up your users, you manage who has access to your account and what they can do in Foleon. In this article, you'll find an in-depth overview of the privileges of each role.
π‘ Are you on our Scale plan? We have a separate article for you.Β
β οΈ Depending on your plan, you have access to different user roles. Some legacy user roles β author, for example β Β are not included in this overview. If you want to upgrade your plan to improve governance with additional user roles, contact your Customer Success Manager orΒ success@foleon.com.
In this article
User roles and seat types
We have three different user seat types that contain eight user roles:
-
Premium
- Admin
- Designer
- PublisherΒ
- Editor
-
Standard
- Publisher (Content Builder)
- Editor (Content Builder)
- Personalizer
-
Free
- Reviewer role
π For a summary of each user role, read Working with user roles.Β
Content creation
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Access to |
β |
β |
β |
β |
β |
β |
β |
β |
Access to |
β |
β |
β |
β |
β |
β |
β |
β |
Β
β οΈ Depending on your plan, you're working with the Content Builder, Content Studio, or both. If you want to explore the possibilities, contact your Customer Success Manager or success@foleon.com. If your account holds the older user roles Publisher (legacy) or Editor (legacy), you won't have access to the Content Builder.
User managementΒ
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Add user |
β |
β |
β |
β |
β |
β |
β |
β |
Edit role |
β |
β |
β |
β |
β |
β |
β |
β |
Delete user |
β |
β |
β |
β |
β |
β |
β |
β |
Β
Workspaces
The ability to switch between workspaces depends on if you're a user in theΒ main workspace or in aΒ regular workspace. Learn more in our article Scale content creation with workspaces.Β
Β |
User in the main workspace |
User in a regular workspace |
||
Β |
Admin |
Other roles* |
Admin |
Other roles* |
Add, manage, and |
β
|
β |
β
|
β |
Access to all workspaces |
β
|
β
|
β |
β |
*Other roles are users working as a designer, publisher, editor, or reviewer.Β
Brand Kit
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Create Brand Kit |
β |
β |
β |
β |
β |
β |
β |
β |
Apply Brand Kit |
β |
β |
β |
β |
β |
β |
β |
β |
Β
ProjectsΒ
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Create/edit project |
β | β | β | β | β | β | β | β |
Delete project |
β | β | β | β | β | β | β | β |
Edit project settings |
β | β | β | β | β | β | β | β |
Β
Foleon DocsΒ
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Create Doc |
β | β | β | β | β | β | β | β |
Delete Doc |
β | β | β | β | β | β | β | β |
Publish Doc |
β | β | β | β | β | β | β | β |
Unpublish Doc |
β |
β |
β |
β |
β |
β |
β |
β |
Convert to PDF |
β |
β |
β |
β |
β |
β |
β |
β |
Download ZIP |
β |
β |
β |
β |
β |
β |
β |
β |
Edit Doc settings |
β |
β |
β |
β |
β |
β |
β |
β |
Β
Pages
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Create/edit page |
β | β | β | β | β | β | β | β |
Delete page |
β | β | β | β | β | β | β | β |
Edit page settings |
β | β | β | β | β | β | β | β |
Β
Canvas
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Create block |
β | β | β | β | β | β | β | β |
Delete block |
β | β | β | β | β | β | β | β |
Add element |
β | β | β | β | β | β | β | β |
Delete element |
β |
β |
β |
β |
β |
β |
β |
β |
Replace image/video |
β |
β |
β |
β |
β |
β |
β |
β |
Edit text |
β |
β |
β |
β |
β |
β |
β |
β |
Edit settings |
β |
β |
β |
β |
β |
β |
β |
β |
π‘Depending on your plan, you're working with the Content Builder, Content Studio, or both. If a user has one of the older user roles Publisher (legacy) or Editor (legacy), they won't have access to the Content Builder.Β
Templates
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher (Content Builder) |
Editor (Content Builder) |
Personalizer |
Reviewer |
Use template |
β | β | β | β | β | β | β | β |
Create/edit template |
β | β | β | β | β | β | β | β |
Delete template |
β | β | β | β | β | β | β | β |
Update template status |
β |
β |
β |
β |
β |
β |
β |
β |
(Un)share templates |
β |
β |
β |
β |
β |
β |
β |
β |
Save Doc as template |
β |
β |
β |
β |
β |
β |
β |
β |
Β
Brand
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor (Content Builder) |
Personalizer |
Reviewer |
Edit brand |
β | β | β | β | β | β | β | β |
Apply Brand Kit |
β | β | β | β | β | β | β | β |
Upload custom font |
β | β | β | β | β | β | β | β |
Delete custom font |
β | β | β | β | β | β | β | β |
π‘If a user has one of the older user roles, Publisher (legacy) or Editor (legacy), they work in the Content Studio and canΒ edit the brand settings.
Media library
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Upload assets |
β | β | β | β | β | β | β | β |
Delete assets |
β | β | β | β | β | β | β | β |
(Un)share assets |
β | β | β | β | β | β | β | β |
Β
Foleon Analytics
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Access |
β | β | β | β | β | β | β | β |
Β
Personalization
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor (Content Builder) |
Personalizer |
Reviewer |
Create properties |
β | β | β | β | β | β | β | β |
Insert properties/add page conditions |
β | β | β | β | β | β | β | β |
Access personalization mode |
β | β | β | β | β | β | β | β |
Β
Review Mode
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor (Content Builder) |
Personalizer |
Reviewer |
Access |
β | β | β | β | β | β | β | β |
Technical
Β |
Premium |
Standard |
Free |
|||||
Β |
Admin |
Designer |
Publisher |
Editor |
Publisher |
Editor |
Personalizer |
Reviewer |
Create/manage domains |
β | β | β | β | β | β | β | β |
Install SSL/TLS certificate |
β | β | β | β | β | β | β | β |