Use the Admin Panel

The Folio Admin app is the single place Folio Admins configure and monitor Folio Docs. It is organized into five tabs.

Open it: App Launcher → search Folio Admin. Optionally pin it to your navigation bar for easy access.

Only Folio Admins can open the Admin Panel. The Folio Administrator permission set is required — being a Salesforce Administrator is not sufficient on its own. See Assign Permissions for how to grant it. Some settings on the Settings tab additionally require Salesforce system permissions — see Who can change what for the specifics.

The five tabs

1 Dashboard — adoption and usage analytics for Folio across the org: KPI tiles, adoption trends over time, and breakdowns of where Documents are being used and which automations are running.

2 Templates — create and maintain the Templates your users build Documents from, using the Template Builder, the Merge Field Picker, and merge-field syntax.

3 Tags — org-wide Tag management: review every Tag, set default colors, and merge or delete Tags across all the Documents that use them.

4 Migration — import .docx and Markdown files into Folio Documents, and export Folio Documents back out to Word or Markdown.

5 Settings — everything that governs how Folio behaves: Linkable Objects, Linkable Fields and write-back, background jobs, automatic sharing and linking, delete permissions, and the Advanced Settings holding data retention and the object allowlist.

Where to start

If this is a new install, work through the tabs in this order:

1. Settings first — choosing your Linkable Objects, selecting Linkable Fields, and turning on Background Jobs is what unlocks the most value from Folio Docs.
2. Templates next — once objects and fields are configured, Templates can reference them.
3. Tags as your users start creating content and a Tag vocabulary emerges.
4. Migration if you’re bringing existing documents in from elsewhere.
5. Dashboard on an ongoing basis, to watch adoption and spot which Templates and objects are actually being used.

For a complete, ordered rollout plan that covers the Admin Panel alongside everything else, follow the Setup Checklist.

Related: Check the Prerequisites · Dashboard · Templates · Tags · Migration · Settings · Understand the Folio Data Model