Step-By-Step Guide:

Adding the User Profile to a User:

1. From the Administration section, click on Users
   
   
2. Select the User you want to update
   
   
3. 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.
   
   
4. Click Add

Adding the User to a User Profile:

1. From the Administration section, click on Access Rights
   
   
2. Select User Profiles
   The current list of User Profiles will be listed
   Choose the relevant User Profile
   
   
3. 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
   
   
4. 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 are currently in them. To edit a profile click on the one that you want to edit:

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 either clicking on the bin next to the role that you want to remove:

Or by selecting Remove All Roles to remove all of the roles at once.

Video Guide

UNDER CONSTRUCTION