Set up users and roles

By setting up your users, you manage who has access to your account and what they can do in Foleon. In this article, we show you how to add and manage your users.

Managing users

In the dashboard, you access users through the panel on the left.

This takes you to an overview of the users in your account. From here, you edit roles, delete users, and invite new users to Foleon.

Depending on your plan, these user roles fit into three types: premium, standard, and free — on which you can filter.

Read on to learn more about the different user roles and how they determine what you can (and can not) do in Foleon. 

Invite new user

Admins can invite new users with the +Invite new user button. Fill out the name and email address, and assign a role. Click invite, after which an activation link will be sent to the new user’s email address.

When you've set up single sign-on (SSO) for the Foleon platform and you want to invite new SSO users, learn all about it here. 

If the email gets lost, you can resend the activation link by clicking resend invite. Please remember to check your spam folder.

Edit a user's login details

Each user can change their own email address. This can be done in the profile settings on the dashboard. Click on your initials in the top left corner of the dashboard, then click see profile.

On this page, you can change the basic information and the user password. Only users themselves can change or reset their passwords.

Confirmation of the change will be sent to the old email address. Once confirmed, the new email address will receive an activation link. 

User status

Once you've invited a user to Foleon, they will show up in the user overview of your account or workspace. A user can have two different statuses:

• Active — The user has activated their account. This status also applies to users who log in with Single Sign-On (SSO)for the Foleon platform. If SSO has been enabled for the Foleon platform, it's still possible to create non-SSO users. Remember, they will count toward the total user count. The same applies to when you're using workspaces.
• Inactive— The user has not activated their account yet.

User information

In the user information section, you'll find information such as when the user account was added, last updated, and when they were last active.

Click the "i" icon in the user overview, opening a pop-up window on the left-hand side of your screen. 

Working with user roles

Depending on your plan, you can choose from several user roles when adding new users to your account: admin, designer, publisher, publisher (Content Builder), editor, editor (Content Builder), personalizer, and reviewer. Each role has a fixed set of permission settings.

Depending on your plan, these user roles fit into three seat types: premium, standard, and free.

Below, we've briefly summarized what each user role can and can not do:

Admin - Premium

• What they can do ✅
  • Access to everything within your Foleon account.
  • Manage all created content and have control over account-related settings.
  • Invite other users to your account and manage user roles.
  • Share templates and media assets across workspaces.

Designer - Premium

• What they can do ✅
  • Create content in the Content Builder as well as the Content Studio.
  • Set up branding with Brand Kit and manage media assets in the Media Library.
  • Create bespoke templates for other content creators to use. 
  • Share templates and media assets across workspaces.
  • (Un)publish content.
    
    
• What they can not do ❌
  • Invite new users to the platform and manage their roles. 
  • Delete a project.

Publisher - Premium

• What they can do ✅
  • Create content in both the Content Studio and the Content Builder.
  • Work on a Doc from a template: edit the content, text, and swap block elements.
  • Apply the Brand Kit.
  • (Un)publish content.
    
    
• What they can not do ❌
  
  • Set up branding with Brand Kit.
  • Invite new users to the platform and manage their roles. 

Publisher (Content Builder) - Standard

• What they can do ✅
  • Create content in the Content Builder only.
  • Work on a Doc from a template: edit the content, text, and swap block elements.
  • Apply the Brand Kit.
  • (Un)publish content.
    
    
• What they can not do ❌
  • Create content in the Content Studio.
  • Set up branding with Brand Kit.
  • Invite new users to the platform and manage their roles. 

Editor - Premium

• What they can do ✅
  • Create content in both the Content Studio and the Content Builder.
  • Work on a Doc from a template: edit the content, text, and swap block elements.
  • Apply the Brand Kit.
    
    
• What they can not do ❌
  
  • (Un)publish content (the biggest difference with the publisher role).
  • Set up branding with Brand Kit.
  • Invite new users to the platform and manage their roles. 

Editor (Content Builder) - Standard

• What they can do ✅
  • Create content in the Content Builder only.
  • Work on a Doc from a template: edit the content, text, and swap block elements.
  • Apply the Brand Kit.
    
    
• What they can not do ❌
  • Create content in the Content Studio.
  • (Un)publish content (the biggest difference with the publisher role).
  • Set up branding with Brand Kit.
  • Invite new users to the platform and manage their roles. 

Personalizer - Standard

• What they can do ✅
  • Personalize content — Empowers a wider range of users within your team to personalize properties within a Foleon Doc whenever needed.
  • Access personalization mode for the Foleon Docs they have access to
  • Access to a limited Foleon dashboard
    
    
• What they can not do ❌
  • Create, edit, or delete any content.
  • Access Review mode.

Reviewer - Free

• What they can do ✅
  • Full access to Review mode.
  • Preview a Foleon Doc.
  • Navigate all projects and Docs in a workspace.
    
    
• What they can not do ❌
  • Create, edit, or delete any content.