Admin Panel overview
The Folio Admin experience is a dedicated Lightning app page for administrators. Only users assigned Folio Admin can open it; other users do not see it.
Open it: App Launcher → search Folio Admin.
Before rolling Folio out broadly, review:
- Which Salesforce objects users can link Documents to (drives @ mentions, related records, and merge fields for Folio Docs).
- Which fields are merge fields per object (Configuration settings).
- Which fields are indexed for Explorer search.
- Merge field write-back options.
- Templates if your teams use standardized Documents.
Other settings ship with sensible defaults and can be changed anytime without reinstalling.
Related: Configuration settings · Template management · Automation (Invocable Apex)