By setting up your users, you manage who can access your workspaces and what they can do in Foleon based on their role. In this article, we'll explain how to add and manage your users.
💡 Adding and managing users is only possible if you're an admin in an account.
⚠️ Your plan determines which roles you can access and how many users you can add per seat type. To upgrade your plan or add additional seats, contact us here.
In this article
👀 We recently gave our dashboard a new look!
You might notice that some images in this article don't perfectly match what you're seeing in the platform. We're working on updating everything, but if you need help, reach out to support or your customer success manager!
Managing users
You can manage all users via the Admin Console.
Click Account in the top right corner, then click Users on the left panel to access the overview of all users in your account.
From the Users page, you can:
At the top of the Users page, you'll see an overview of your total users and a breakdown of used and available seats per seat type. User roles fall into three seat types: Premium, Standard, and Free.
📖 For a detailed overview of each role and what they can do, check out our article:
All about user role privileges.
💡 A key difference between Premium and Standard users is that Standard users can only work in the Content Builder.
Invite new users
Admins can invite new users and add them as members to workspaces.
⚠️ If your account has multiple workspaces, you can only invite new users if you’re an admin in the main workspace, not in a regular workspace.
To create a new user, click the +Invite new user button on the top right corner.
Fill out the following information:
- First name
- Last name
- Role: Choose from one of the available roles in the dropdown
- Workspaces: Select which workspace(s) they should have access to. Once you add a user to a workspace, they become a member of that workspace.
Click Save. The user will receive an activation link in their email.
💡 If you've set up single sign-on (SSO) and you want to invite new SSO users, refer to our SSO guide here. You can also create non-SSO users, however, keep in mind that these users will still contribute to your overall user count.
Once invited, users will appear in the overview with one of the two statuses:
- Active: The user has activated their account (including users who have activated their account by logging in with SSO).
- Inactive: The user has not activated their account yet.
If the user cannot find the invitation email, you can resend the activation link. Click the three dots next to the user, then click Resend link.
💡 Remind users to check their spam folder if they don’t see the email
Edit users
You can modify a user’s role and manage which workspaces they have access to.
To edit a user’s role or workspace membership, click the cogwheel icon ⚙️ next to the user.
Update their role and/or workspace memberships. Once you’ve made your changes, click Save.
💡 Only users can edit their own name and email. They can manage their account settings as described in our article: Set up your user account
Delete users
Deleting a user permanently removes them from your account. This action cannot be undone.
To delete a user, click the three dots next to the user and click Delete.
Managing users across workspaces
Users can have access to multiple workspaces. Once you add a user to a workspace, they become a member of that workspace.
When editing a user, you can add or remove the user's access to the applicable workspaces.
To see all members of a specific workspace, select the workspace from the dropdown list on the left panel and click Members. Here, you'll see an overview of all members, including their role, seat type, and status.
📖 For more information on workspaces and how to use them, check out our article: Scale content creation with workspaces
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