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User Permissions

You can invite co-hosts and team members to help manage your Folio account without having to share your log in information (which we never recommend!).

Each user will have their own username and password, and will have permissions to:

Add a User

To add an authorized user:

  1. Log in to your account.

  2. Click your name in the bottom left corner of the dashboard (on desktop) or the upper right hand corner (on mobile).

  3. Go to Authorized Users → Edit, and click the Invite User button.

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  4. In the pop up, enter the user’s information and click Add New User.

  5. You should see them in the Users table, with Pending status.

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  6. The user will receive an email with a link to create a Folio account. Please make sure they use the link in their email, and NOT the generic registration link. Once they sign up, their status in the Users table will change to Verified.

  7. If needed, you can resend the invitation by clicking on the envelop icon next to their name. Please email [email protected] if additional support is needed.

Remove a User

To remove an authorized user:

  1. Log in to your account.

  2. Click your name in the bottom left corner of the dashboard (on desktop) or the upper right hand corner (on mobile).

  3. Go to Authorized Users → Edit to view the Users table.

  4. Find the user you wish to remove, and click the trash can icon next to their name.

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  5. A pop up will ask you to confirm. Click Ok to delete the user.

  6. Once deleted, the user will no longer be able to log in or have access to your account.

  7. To re-invite a user, follow the steps outlined in Add a User. Note that they will need to go through the registration process again.

Related articles:

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