Licenses and permissions

Folio uses permission sets (and related license controls as shipped in the package) to grant access. After installation, assign the right permission sets to each user:

• Folio Admin — Full access to all Folio features and the Admin Panel. Assign to Salesforce administrators and anyone who configures Folio, templates, and org settings. This set also exposes the Folio Admin app experience where applicable.
• Folio Docs User — Access to Folio Docs and Folio Jots. Assign to anyone who should create or open Documents and Jots.

Assign permission sets

1. In Setup, go to Users and open a user.
2. Open Permission Set Assignments → Edit Assignments.
3. Add Folio Admin and/or Folio Docs User as needed.
4. Save.

Related: Installation · Admin Panel overview