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Set up users and roles in the Admin Console

By setting up your users, you manage who can access your workspaces and what they can do in Foleon based on their role. This article covers user management from the Admin Console.

💡 Adding and managing users is only possible if you're an Admin with access to the Admin Console.

📖 If you're a Workspace Admin, see: Manage users in your workspace

⚠️ 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

Manage users from the Admin Console

You can manage all users via the Admin Console:

  1. Click Admin Console on the menu
  2. Click Users to access the overview of all users in your account.

From the Users page, you can:

At the top of the page, you'll see an overview of used and available seats per seat type. User roles fall into three seat types: Premium, Standard, and Reviewers.

Use the search bar or the filter options to narrow your results and find specific users.

A key difference between Premium and Standard users is that Standard users can only work in the Content Builder.

📖 For a detailed overview of each role and what they can do, check out our article:
All about user role privileges.

Admin Console - Users-1

Invite new users

⚠️ Need more users?
Your plan determines the number of users you can add to your account.
To add more users or unlock unlimited users, get in touch with us here.

  1. Click + Invite new user in the top right corner.
  2. If you've set up single sign-on (SSO), click the checkbox to allow the user to log in with SSO.
  3. Enter the user's First name, Last name, and Email.
  4. Select a Role.
  5. Select which Workspace(s) they should have access to.
  6. Click Save. The user will receive an activation link by 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. 

💡 To give users access to all workspaces, turn on the toggle 'Assign this user to all current and future Workspaces'. 

Assigning Admins or Designers to all workspaces will also give them access to the Admin and/or Brand Consoles. Continue reading here for more information on managing access to the Admin and Brand Consoles.

Invite new user-1

Once invited, users will appear in the overview with one of the two statuses:

  • Inactive: The user has not activated their account yet.
  • Active: The user has activated their account (including users who have activated their account by logging in with SSO). 

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

Resend Link

Edit users

You can modify a user’s role and manage which workspaces they have access to:

  1. Click the cogwheel icon ⚙️ next to the user.
  2. Alternatively, double-click on the user or click the quick actions menu (⋮), then Settings.
  3. Update their role and/or workspace memberships.
  4. 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

User Settings

Delete users

Deleting a user permanently removes them from your account:

  1. Click the quick actions menu (⋮) next to the user.

  2. Click Delete.

  3. Confirm the action to delete the user.

⚠️ Deleting a user is a permanent action and cannot be undone.

Delete User-1

Managing users across workspaces

Users can be added to multiple workspaces. When editing a user, you can add or remove their access to individual 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

Members Page-1

Managing access to the Admin and Brand Consoles

Access to the Admin and Brand Console is determined by a user's role and whether they have access to all workspaces.

  • Admins with access to all workspaces will also have access to both the Admin Console and Brand Console.
  • Designers with access to all workspaces will have access to only the Brand Console

💡 If you assign a Designer to all workspaces, they’ll see the Brand Console and all workspaces — but not the Admin Console unless their role is changed to Admin.

Assign user to all workspaces

You can see who can access the Admin Console and Brand Console from the Users page. In the table, you'll find two columns: Admin Console Access and Brand Console Access. Each row displays a Yes or No label showing whether the user has access.

Admin and Brand Console Access