Assign Permissions

Folio uses permission sets to grant access to its features. After installation, assign the right combination of permission sets to each user based on the role they will play with Folio.

The three Folio permission sets

Folio ships with three permission sets:

• Folio User: the base, foundational permission set that all users of Folio must have. It is required for any user to use either the Jot editor or Folio Docs. For organizations that only wish to use Folio Jot and have not purchased Folio Docs, this is the only permission set end users need; they can use Jots, but have no access to Folio Docs.
• Folio Administrator: grants administrators access to the Admin Panel, the ability to control Folio package settings, and read access to error logs on the Folio Log object. For organizations only using Folio Jot (not Folio Docs), most of the settings in the Folio Admin Panel are not relevant, since most of them are Folio Docs specific.
• Folio Docs User: the licensed permission set that gives users access to the Folio Docs editor and everything that comes with it: read and write Documents, create Documents from templates, share Documents, link Documents to records, apply Record Links, Live Fields, and Related Lists inside Documents, and more.

License-controlled assignment

The number of users you may assign to the Folio Docs User permission set is controlled by the number of seats purchased on the Salesforce AgentExchange. You can only assign as many users to Folio Docs User as the number of Folio Docs seats your organization has purchased.

The Folio User and Folio Administrator permission sets are not seat-restricted in the same way.

Common permission set combinations

Choose the combination that matches each user’s role:

• Folio User only: end users of the Jot editor only. No access to Folio Docs, no access to admin settings.
• Folio User + Folio Administrator: an administrator at an organization that is only using Folio Jot and does not have Folio Docs.
• Folio User + Folio Docs User: a fully set up end user of Folio Docs (and Folio Jot).
• Folio User + Folio Docs User + Folio Administrator: a fully set up administrator of Folio Docs (and Folio Jot).

Assign permission sets

1. In Setup, go to Users and open a user.
2. Open Permission Set Assignments → Edit Assignments.
3. Add the appropriate combination from above.
4. Save.

Related: Install the Package · Configure the Admin Panel