A User Profile consists of multiple Access Roles.
The User Profile and User can then be assigned in two ways.
Note: If a User is given a User Profile for their access, then they cannot be added to any other Access Roles, which can be edited at any time.
NOTE: Any changes made to a User Profile will apply to all users that currently have that Profile applied.
Step-By-Step Guide:
Adding the User Profile to a User:
From the Administration section, click on UsersSelect the User you want to update
Click on the Rights tab and click Add User Profile
Choose the relevant User Profile
NOTE: if the user already has some Access Roles a warning will appear advising you that their other access rights will be removed.
:
- From the Administration section, click on Access Rights
- Select User Profiles
The current list of User Profiles will be listed
Choose the relevant User Profile
On the Users tab, select Add Users
Choose the relevant User
NOTE: A User will only appear if the User has no other Access Rights applied - Click Add
Editing a User Profile
A User Profile can be edited at any time, however note that any changes made to a user profile will apply to all users that currently have that profile applied to them.
To edit a Profile, click on the gearwheel in the top right of the screen to go to the admin section of Folio, select Access Rights under the General category, and on the next screen select User Profiles:
On this screen you will see a list of the User Profile currently in your system, as well as how many users- This screen lists the User Profiles and how many Users are currently in them.
On the Users tab for the profile you can add users by following the steps outlined earlier in this article, or remove users by clicking on the ellipsis to the right of the screen and selecting Remove User:
This screen also lets you export the profile to a PDF or Spreadsheet by clicking on the ellipsis above the user list. You can also use this ellipsis to delete the User Profile:
If you click on the Roles tab then you can add roles to the profile by following the steps outlined earlier in this article. You can remove roles by
Choose the relevant User Profile- Click on the Roles tab and click Add Roles
- Select the Role Type
Click the + next to the relevant access (select Business Units first if applicable) - Click Add Roles
Roles can be removed roles by either clicking on the bin next to the
- specific role or by selecting Remove All Roles to remove all of the roles at once.
NOTE: On the User tab, you can click on the Ellipsis above the user list to Export the Profiles to PDF or Spreadsheet, or Delete the User Profile.
Video Guide
UNDER CONSTRUCTION