Step-By-Step Guide:

1. From the Administration section, click on Access Rights
   
2. Select User Profiles
   
3. Click Leave Management
   Choose the Relieving Manager and the period that the User will be on leave
   
   
4. Click Create
   
   At the top of the Details tab, it will show that the User is on leave, who the Relieving Manager is and the period of time this covers.

   To amend the Leave Management setup click on Edit, or to remove click Delete.

On this screen you will see a list of the User Profiles currently in your system, as well as how many users are currently in them. To create a new one select +Create New User Profile:

Give the profile a name then select Create. This will take you to the details page for the new profile where you can start adding users and roles. To add roles click on the Roles tab:

Then click on +Add Roles to start adding the roles that you want to apply to the users that have this profile:

Select the role that you want then click on the +button to add the role, and repeat this process for each role that you want to include in this User Profile. For some access roles before you click the + you will need to select the Business Units they will have access to. For Folios this limits which Folios the user can see based on the selected business units. If the template does not have business units set up as a field this is not required. 

• For Action Assignments & Checklist Assignments the business units will determine which assignments can be read and/or modified by the user.
• For Checklist Results & Action Results the business units determine which results the user can be read and/or completed by the user.
• By default the user is given access to their own business unit and its sub business units.

Once you are finished select Add Roles. The Roles tab will now show a list of the roles that make up this User Profile:

Applying a Profile to a User

To add a user to a user profile you can either click in the User tab of the profile and select +Add Users:

Select the Users you want then hit Add. If one of the users that you have selected already has some access roles applied to them then a warning box will appear letting you know that if you add them to this Profile then their other access rights will be removed. Click confirm to agree and add the user to this Profile.

Alternatively you can go to the Rights tab of their user profile, then select Add User Profile:

Note this option will only appear if the user has no other access rights currently applied to them.

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

to come