Set up users and roles

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.

In this article

• Managing users
• Invite new users
• Edit users
• Delete users
• Managing users across workspaces
• Managing access to the Admin and Brand Consoles

Managing users

You can manage all users via the Admin Console.

Click Admin Console on the menu, then click Users to access the overview of all users in your account.

From the Users page, you can:

• Invite new users
• Edit users
• Delete users

At the top of the Users 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.

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

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

Invite new users

Admins can invite new users and add them as members to workspaces.

To create a new user, click the +Invite new user button in the top right corner.

Fill out the following information:

• First name
• Last name
• Email
• 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 and can access content in that workspace.

To give users access to all workspaces, select the 'Company' option from the dropdown. This will show as your account name + "Company". For example, if your account is called ACME, select ACME Company. 

Assigning Admins or Designers to the company-level 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.

Click Save. The user will receive an activation link in their email.

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.

Edit users

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

To edit, click the cogwheel icon ⚙️ next to the user. 
Alternatively, double-click on the user or click the quick actions menu (⋮), then Settings.

Update their role and/or workspace memberships. Once you’ve made your changes, click Save.

Delete users

Deleting a user permanently removes them from your account.

To delete a user, click the three dots next to the user and click Delete. You'll then need to confirm you want to delete the user.

Managing users across workspaces

Users can access 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.

Managing access to the Admin and Brand Consoles

Access to the Admin and Brand Console is determined by a user's role and their access to the company-level workspace.

• Admins with access to the company-level workspace will have access to both the Admin Console and Brand Console.
• Designers with access to the company-level workspace will have access to the Brand Console

Users with company-level access will automatically have access to all workspaces.

To assign a user to the company-level workspace:
When adding or editing a user, select your account name + "Company" from the workspaces dropdown.

For example, if your account is called ACME, select ACME Company. 

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.