If the team has more than one user, different access can be granted to other users, to build a workflow, and assign projects to the responsible designers, and what part of Fohlio they may have access to.
Access can be granted in 3 places:
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Access per Role
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Access per Project
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Access per Dashboard
1. Access per Role:
From left Main Menu > Settings>User Management> ROLES AND ACCESS > Role settings
There are 3 tabs that define what each Role has Access to.
A) GENERAL ACCESS:
Contains what modules inside Fohlio the user can have access to I.e.: Area plans, Contact books, moodboards, and more.
B) DASHBOARD ACTIONS:
What Access the User can have to the Project Sheets such as creating reports, uploading, and updating data.
C) DASHBOARD COLUMN ACCESS:
To select the Columns this Role will have access to, you can filter Columns per Phase or Dashboard.
2. Access per Project:
From the Main Menu>Projects>Project List>3 dots next to any Project >Assign users,
you can assign access to projects per user, And the access can be selected between Edit, View, or No access at all.
Edit access: The user can add items, edit information, and create procurement docs.
View access: The user can only view the dashboard and create reports.
No access: The project won’t even appear in the filter to be selected.
If you want to adjust the access for individual user across all Project, you can go to
User Management >Internal User List > Edit Project access
3. Access per Dashboard:
From the main Menu > Configure Phases >Phase Column Settings
On the DASHBOARD PHASES tab, you will find all dashboards.
You can set which Roles can access each dashboard, it can be different per Project.
Note: If you create a new Dashboard you need to Assign which Roles can access it,
And when creating a New Role you need to assign it to Dashboards.
Pro Tip: If you duplicate a project, you will also duplicate its access.
Common Q&A:
Q: Why I can’t add or edit items in a certain project?
A: Please ask your team admin to check your Edit access for that project on the project editor - Paragraph 2
Q: Why I don’t see any fields on the Web Clipper when trying to add items to a certain project?
A: Ask the admin to check if you have edit access to the project and if you have Dashboard access to your role - Paragraphs 2&3
Q: Why I can add items and edit them but I am not able to create Purchase orders or Client invoices?
A: Your role doesn’t have access to those features, your admin should grant you those access to your role, or change your role - Paragraph 1
Q: Why do I have some columns and features greyed out, but my other team members still see them?
A: You may have a different role or access authority than the other users.
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Check out the User Management overview from the Fohlio 2025 Q1 Product Training sessions:
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