Managing your work and account in the dashboard

When you log in to Foleon, you'll arrive at the dashboard. From this overview, you can manage your account and the content you create.

How your account is structured

A Foleon account (1) contains workspaces (2) that work on projects (3) in which you create Foleon Docs (4). You are the user (5) that creates these Docs.

How do I start creating?

A Foleon Doc is a digital story that you create for your audience.

To make a new Doc in the dashboard, simply click on + New Foleon Doc. Before you know it, you've created a piece of content!

Every new Doc is linked to a project. You can find all project folders on the left sidebar of your dashboard. This is where your Foleon Docs are organized and managed.

Scale content creation with templates

You can save your content as templates to save time and easily stay on-brand. To access your templates, click on Templates on the left-hand side of your dashboard.

Managing your users

By setting up your Foleon users, you can manage who has access to your account and their role in the editor. You can access users on the left-hand side of your screen. Here you can edit roles, delete users, and invite new users. When adding new users to your account, you can choose from several user roles: admin, publisher, editor, designer, and author. Each role has a fixed set of permission settings.

Managing your subscription

Want to check your subscription with Foleon or download an invoice to pass on to your finance department?

In the dashboard, you can access your account details by clicking Account on the left-hand side of your screen. In the Subscription tab, you'll see the Manage subscriptions window.

Now you've learned about the dashboard, how to manage your account, and the content you create. Next up is the editor.

Want to learn more about this topic? Check out our Help Center article.