All about the dashboard

The dashboard is what you see when you log in to Foleon. From the dashboard, you can access your projects, templates, account settings, and brand assets.

In this article

• Top Navigation Bar
• Admin Console
• Brand Console
• Workspaces

From the top navigation bar, you'll be able to search for docs or projects and manage your profile. On the left panel of the dashboard, you'll find the menu, which contains three sections:

• Admin Console: A dedicated space for admins to manage users, workspaces, domains, and other key settings all from one central environment.
• Brand Console (coming soon!): A central hub for admins and designers to manage and share brand assets, such as Brand Kits and templates, across workspaces.
• Workspaces: This is where you access your workspace-specific content for content creation and collaboration.

📹 Watch the video below for an overview of the Foleon Dashboard

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Top navigation bar

Search Bar

Use the search bar to quickly find a Foleon Doc or Project within your workspace. 

Profile

On the top right corner, you'll see your name and a circle with your initials. This is where you'll find your profile settings. Click your name or initials to:

• Update your name or password under profile
• Manage plans & billing (if applicable)
• Log out or switch accounts

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Admin Console

The Admin Console is a dedicated space for company-level admins to manage users, workspaces, domains, and other account-wide settings.

Workspaces

With workspaces, you can organize your content and workflows by team, department, or project. From the workspaces page, you can create new workspaces, search for existing ones, and view workspace details.

Users

On the users page, you can invite new users, edit existing ones, and delete users who no longer need access. This page provides an overview of all users on your account. Use the filter to narrow down the results to specific workspaces, or use the search bar to find specific users.

Domains

Every Foleon Doc needs to live on a URL, and you can choose to host it on your custom domain. On the domains page in the Admin Console, you can create and manage the custom domains that are available to all workspaces on your account.

Global Doc Settings

With Global Doc settings, you can preconfigure settings that will be applied to newly created Docs. This allows you to govern configurations that should apply to all content created on Foleon from one central location.

SSO platform

Use Single Sign-On (SSO) for Foleon Platform to make logging in easy and secure for your workspace. From this page, you set up and manage the SSO configurations for your company.

Stored data

As per the GDPR, your audience has the right of access and the right to be forgotten, meaning that you need to be able to export or delete their data if they ask you to do so. If you've acquired their data via a Foleon form, you can export or delete all related data from this stored data page.

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Brand Console

The Brand Console is the central hub where designated Admins and Designers manage and distribute brand assets, such as Brand Kits, across workspaces. With centralized brand management, teams can create content more efficiently and at scale without risking any brand inconsistencies.

Brand Kits

From the Brand Console, you can create central Brand Kits and assign them to one, multiple, or all workspaces. Workspace members can use the Brand Kits in their Docs but cannot edit them, ensuring full brand control. The Brand Console will soon support other assets, such as Doc templates, for even greater governance and efficiency.

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Workspaces

Workspaces help you organize and manage content based on teams, projects, or departments. This is where you create your content and where members can collaborate.

Home

The homepage offers quick access to:

• Recent work: Quickly access recently edited Docs.
• Your branded templates: Start a new Doc from one of your saved templates.
• Foleon templates: Start a new Doc from one of our Foleon Doc templates.
• Resources: Quickly navigate to resources, such as the Foleon Academy and Help Center.

Projects

Every Foleon Doc is part of a project. Projects are like folders that contain multiple Foleon Docs and help you organize your content. Each project has its own settings, such as domain setup and analytics. These settings apply to all the Foleon Docs located in that project.

Brand Kits

Brand Kits help you ensure all Docs stay on-brand by setting brand assets like logos, colors, and typography. From this menu, you can create Brand Kits that will be available to the selected workspace.

Templates

When you create a Foleon Doc, you can start from scratch, use one of our pre-designed page templates, or use one of your own templates. From this section on the menu, you can access and manage the following:

• Doc templates: templates for entire Docs that are available only to your workspace
• Content templates: page, block, and overlay templates available to your workspace
• Shared templates: templates that have been shared across all workspaces

Personalization

With personalization, you can make each Foleon Doc highly relevant to the visitor — using fields such as first names, company names, or industries. Here, you create personalization properties that you can add when editing your Foleon Doc.

SSO Foleon Docs

Restrict access to Foleon Docs using Single Sign-On (SSO) authentication. This will ensure only authorized users can view your Doc.

Domains

On the domains page under workspaces, you can create and manage the custom domains that are available to the selected workspace.

Members

A member is a user assigned to a workspace. Members appear on the members page under each workspace. This page displays all users with access to that workspace and their roles.

 

Related articles

• Setting up your user account
• The Foleon Doc overview
• About the Quick Actions menu
• Working with projects